Tim Yessin is a financial advisor with Raymond James Financial in Lexington, KY, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James since 2018 and is also associated with Farmers National Bank dba Wealthsouth. Outside of his advisory role, he referees NCAA and high school sanctioned lacrosse games. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that support municipal and public finance work.

Theodore Bates Jr. is a financial advisor with Robert Baird & Co. based in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. He is involved in thoroughbred horse breeding and serves as an executor and trustee for family trusts. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, business clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm utilizes manager-traded and model-traded SMA strategies, overlay management, and tax-management techniques, supported by internal research and technologies, including artificial intelligence, to deliver advisory services.

Kelly Williams is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christian Moore is a financial advisor with Cetera based in Lexington, KY. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Moore has been with Cetera and its related entities since 2019 and previously worked at Foresters Financial Services and Foresters Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets with more than 10,000 advisors.

Kristine Conn is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension and profit-sharing plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Laura Smith is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2015. Outside of her advisory role, she serves as a committee member for Hope for Henry, a nonprofit organization focused on improving hospital care for seriously ill children. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Catherine Dimarco is a financial advisor at Robert Baird & Co. with 14 years of industry experience. She holds a Series 66 designation and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for 20 years before joining Robert Baird in 2019. Outside of her advisory role, she is involved in skincare sales as a Mary Kay beauty consultant. Robert Baird & Co. serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, and municipal advisory services, supported by internal research and investment professionals.

Isabella Hofmann is a financial advisor at Morgan Stanley in Lexington, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Houchens Insurance Group and has a background in education, including four years at the University of Kentucky. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on financial planning and employs firm-approved tools and models to support its advisory services.

Stephen Grossman is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding Series 63 and Series 65 credentials and over 43 years of industry experience. Prior to joining Baird in 2019, he spent more than three decades at J.J.B. Hilliard, W.L. Lyons, Inc. Grossman serves on several boards, including the University of Kentucky Gaines Center for the Humanities and the American Heart Association, where he is chairman. He is part of the DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals.

Robert Williams serves as a Wealth Management Advisor with Merrill Lynch Wealth Management in Lexington. He specializes in working with high-net-worth families and individuals, guiding them through wealth management, retirement planning, tax strategies, and major financial transitions. His approach involves coordinating various financial components to create a cohesive plan aligned with his clients' goals and values. With over 20 years of experience, Robert holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's degree from the University of Kentucky. Outside of his professional work, Robert is involved with The Living Arts & Science Center and enjoys activities such as basketball, football, music, running, soccer, swimming, and traveling, as well as spending time with his family.

Clayton Carter is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2019. Outside of his advisory role, he is the owner of The Dairy Dip, a food service business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Wyatt Amdor is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with generally non-discretionary client implementation.

S. Thomas Ogden is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.J.B. Hilliard, W.L. Lyons, LLC and Citigroup Global Markets. Outside of his advisory role, he is the owner of JC Resorts LLC. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

James Master is a financial advisor at Robert Baird & Co. in Lexington, KY, with 34 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird & Co. since 2019, following a 27-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he serves as treasurer for a local homeowners association. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Master works, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research, including artificial intelligence, to support client investment decisions.

Andrew Turner is a financial advisor with Raymond James Financial, holding a Series 66 credential and five years of industry experience. He has worked with Raymond James Financial Services Advisors since 2021 and also manages office operations at Kinnett Borough Financial Group and Oakcrest Advisors in Lexington, KY. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services such as municipal advising and SIMPLE IRA Employer Advisory programs.

John Gardner is a financial advisor with Merrill in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Merrill since 2019 and previously spent three years at Wells Fargo Clearing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Walker Borders is a financial advisor at Morgan Stanley in Lexington, KY, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018 and Morgan Stanley Private Bank, N.A. since 2023. His prior experience includes roles at Vanmeter Insurance Group and involvement with Tonys of Lexington and Livewell 30A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and analyses.

Sherry Holley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and 65 licenses and possessing 35 years of industry experience. Her prior roles include positions at J.J.B. Hilliard, W.L. Lyons, LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. She serves on the board and chairs the Finance and Investment Committees at Transylvania University and is involved with the Holley-Slaughter Charitable Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and uses analytical tools to tailor strategies to client goals, supporting implementation through various advisory programs and maintaining specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Muncy is a financial advisor with Wells Fargo Clearing in Lexington, KY, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at PNC Investments from 2014 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Courtney Clark is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Courtney worked at PNC Bank and was self-employed before that. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.