William Hensley is a CFP®-credentialed financial advisor with 29 years of industry experience. He is a principal at Creative Financial Solutions, LLC, where he has worked since 2001, and has held roles with Cambridge Investment Research Advisors Inc. since 2014. Hensley serves as a board member for Young Life Huntington and has been involved with the Rotary Club of Barboursville, including a past presidency. Creative Financial Solutions, LLC provides customized financial planning and advisory services for individuals, families, small businesses, and trusts, focusing on retirement, tax, insurance, and estate planning. The firm emphasizes individualized planning supported by financial software and third-party research, while investment management is conducted through dual registrations with Cambridge Investment Research and custodial platforms.

Leif Clarke is the principal of Leif Clarke Wealth Management, Inc. in Ashland, KY, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Private Client Services from 2015 to 2017. Clarke serves as a board director and designated investment professional for Ramey Estep Homes, Inc., a charitable organization serving troubled youth. Leif Clarke Wealth Management, Inc. is an independent, state-registered investment adviser managing approximately $57.2 million across 161 clients. The firm provides portfolio management and retirement-plan advisory services to individuals, businesses, banks, thrifts, credit unions, trusts, and estates, following a value-oriented investment approach tailored to client-specific risk tolerance and income needs.

Anthony Park is a Series 65-licensed advisor at Leif Clarke Wealth Management, Inc. with over nine years of experience in financial services. His prior roles include positions at Baird, Kentucky Farmers Bank, City National Bank, and Richwood Industries. Leif Clarke Wealth Management provides portfolio management and retirement-plan advisory services to individuals, businesses, banks, thrifts, credit unions, trusts, and estates. The firm employs a value-oriented investment approach and customizes recommendations based on detailed client assessments of risk tolerance, time horizon, and income needs.

Chandis Ferguson II is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with International Assets Advisory, LLC since 2016. Ferguson also owns and operates Platinum Investments, LLC, an investment-related business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and third-party managers to meet client objectives.

Christopher Hamm is a financial advisor at Sequent Planning, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Western & Southern Financial Group for 19 years. Outside of his advisory role, he owns The Camayo Room of Ashland, an event venue rental business. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets and offers discretionary asset management, comprehensive and limited-scope financial planning, and retirement plan consulting, utilizing ETF-based strategic models and third-party administrative platforms.

Dennis Bearce is a financial advisor at Fifth Third Securities, Inc. in Huntington, WV, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has worked with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and incorporates features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Steven Conley is a financial advisor with Money Concepts Capital Corp in Portsmouth, OH, holding a Series 63 designation and over 30 years of industry experience. He has been with Money Concepts since 1995 and also has a longstanding role at American Savings Bank dating back to 1990. Outside of his advisory work, he serves on the Board of Directors for Southern Ohio Medical Center and owns Conley Consulting. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory in managing assets.

Christen Harper is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes a decade with Dr. Mark Hickman before joining Empower Financial Services and Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Nicholas Doerr is a financial advisor at SPC with three years of industry experience. He holds a Series 66 designation and previously worked at Money Concepts, Glockner Auto Sales, and Sandy Sinclair Real Estate. He is also involved in the sale of non-variable insurance products. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisors managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with both discretionary and nondiscretionary management options.

Erica Mccain is a financial advisor at AE Wealth Management, LLC with 22 years of industry experience. She holds a Series 63 designation and has worked at AE Wealth Management since 2020, following roles at Fusion Capital Management and Questar Asset Management. Outside of her advisory work, she is the author of the publication "Ladies with Loot," for which she collects royalties. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm uses a platform-centered approach combining internally managed and third-party models, offering services such as portfolio management, financial planning, and plan consulting.

Ray Mc Ginnis is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and over 32 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Metlife Securities, and Metlife Insurance Company. He is also the owner of Ray McGinnis Financial Services, and serves as a board member for both 8th St. Wesleyan Chapel and the charity organization Mylee's Missions. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach emphasizes a strategic asset allocation framework with risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Barbra Kitchen is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has been with Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Mark Compston is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Securities Corporation and Wells Fargo Advisors. He serves as Treasurer on the board of the nonprofit Third and Center in Ironton, Ohio. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Thompson Jr. is a financial advisor with Raymond James & Associates in Ashland, KY, holding Series 63, 65, and 66 credentials and possessing 28 years of industry experience. He has been with Raymond James & Associates since 2007 and is also a partner in Lightning Properties. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and investment recommendations through both non-discretionary and discretionary programs.

Barry Rodbell is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

James Norris III is a financial advisor at Robert Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert Baird since 2019, following over three decades at J.J.B. Hilliard, W.L. Lyons, Inc. and IA J. C. Bradford & Co. Outside of his advisory role, Norris serves on the investment committee of First Presbyterian Church in Ashland, KY, and is involved with local organizations including a country club board and a finance committee for a nonprofit. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment approaches including separately managed accounts and overlay strategies.

Valerie Enz is a financial advisor with Raymond James Financial in Portsmouth, Ohio, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Raymond James Financial since 2009 and concurrently works at Dave Burton Trucking. Outside of her advisory role, she serves as the Clerk of Otway, Ohio, a political office. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging asset-allocation analysis and firm research to develop tailored recommendations.

Stephanie Mc Knight is a financial advisor with Robert Baird & Co. in Ashland, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliary Lyons since 1997. She also serves as a trustee of family-related and relative’s trusts, overseeing assets and assisting with distributions. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and other clients through tailored financial planning and portfolio management services, including discretionary and non-discretionary management and a range of investment strategies.

Breydan Tilley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. His background includes roles at Cambridge Investment Research, Inc. and prior positions at Shawnee State University, Glockner, and Minford. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan consulting, utilizing multiple account platforms and third-party strategists.

Tanner Locey is a financial advisor at Raymond James & Associates with one year of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fifth Third Securities, Fifth Third Bank, and Chase Bank. He also has experience in the landscaping business. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting services.