Matthew Pierce is a CFA® charterholder with six years of industry experience. He is currently with Austin Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with The Wealth Consulting Group and LPL Financial, LLC. Austin Wealth Management, LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and small-business retirement plans. The firm manages approximately $766 million in client assets and employs a team of ten advisors, offering a planning-first approach that integrates comprehensive financial plans with ongoing wealth management and diversified, model-based portfolio strategies.

Donna Barnhill is a financial advisor at Tucker Asset Management LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with firms including MSI Financial Group, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, she owns Bookworm Bookkeeping Services, LLC, which provides bookkeeping and payroll services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset allocation approach and integrates alternative investments through platforms such as CAIS.

Brent King is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and over one year of industry experience. He has a background in accounting, operating Brent R King CPA PLLC since 2006 and previously working at Commonwealth Kentucky for 19 years. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, emphasizing diversified allocations and regular account reviews.

Ema Wilburn III is a financial advisor at Level Four Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Dupree Financial Group. Outside of his advisory work, he participates in professional trapshooting events. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing tailored strategies supported by internal and external investment committees and multiple wrap programs.

Kyle Kinzig is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lexington, KY, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Fifth Third Securities since 2011 and FIFTH THIRD BANK since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Robert Davis is a financial advisor with Raymond James Financial in Georgetown, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investment Professionals, Inc., and Wesbanco Securities Inc. He is also involved as an associate and vice president in support companies that provide investment services to bank customers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, using asset allocation analysis and firm research to develop tailored recommendations, and maintains a distinctive focus on non-discretionary advisory services.

Mark Trachsel is a financial advisor with Edward Jones in Cynthiana, KY, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Outside of his advisory role, he is involved in breeding Thoroughbred horses through Trachsel Farms LLC. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages over $1 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lenora Trachsel is a CFP® professional with 37 years of experience at Edward D. Jones & Co., L.P., where she has worked since 1988. Based in Georgetown, KY, she holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in thoroughbred breeding and racing through Trachsel Farm, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Eric Bentley is a financial advisor with Edward Jones in Georgetown, KY, holding a Series 66 designation and 23 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Bentley is involved in agricultural businesses through Bentley Family Holdings LLC and Sycamore Spring Farm, and he participates in nonprofit work as a small group facilitator with Compass Ministries. He also serves as an advisory member supporting planned giving at Asbury University in Wilmore, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Madison Fogle is a financial advisor at Edward Jones in Cynthiana, KY, holding a Series 66 designation. Madison joined Edward Jones in 2025 and has prior experience in healthcare and academia, including roles at Kentucky Clinic, Eastern State Hospital, Norton Healthcare, and Bellarmine University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Fogle is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he was involved with Our Ladys Rosary Makers for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Derek Merkler is a CFP® with nine years of industry experience, currently serving as an advisor at XYPN Invest. His prior roles include positions at Greenheck Group, Parsonex Advisory Services, and Trophy Point Financial Planning, LLC. Outside of financial advising, he manages a thoroughbred horse breeding and racing operation through Trophy Point Thoroughbreds, LLC and provides bookkeeping and tax preparation services. XYPN Invest is a multi-team firm with 33 advisors that offers financial planning and investment services.