Brad Knight is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Raymond James Financial Services Advisors Inc. and J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he is involved with several business entities including KWA LLC and an insurance agency under KWA Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with customizable investment strategies and supports over 22,800 advisors managing more than $819 billion in discretionary assets.

Sherry Mcglenon is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. She previously worked at Raymond James Financial Services from 2017 to 2025. Mcglenon is also a commissioned notary in the state of Kentucky. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.