Roy Wagner Jr. is a financial advisor with LPL Financial based in Lexington, KY, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at the University of Kentucky Federal Credit Union for six years and Cuso Financial Services for 13 years. He is also involved in offering investment products and services through UKCU Investment Services, a DBA for LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio access, and institutional platforms, supported by a large network of investment adviser representatives.

Hannah Easterling is a financial advisor with LPL Financial in Lexington, KY, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2025, she worked with CUSO Financial Services and the University of Kentucky Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.