Spencer Tabor is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Regions Bank and Whitaker Bank and has a background in education from Morehead State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

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 the Series 65 and Series 63 licenses. Prior to joining Cetera, he worked at Foresters Financial for eight years. Outside of his advisory role, he is the sole owner of The Dairy Dip LLC, a food service business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors, offering various program structures and investment solutions.

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 with Robert Baird & Co. based in Lexington, KY, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. Outside of his advisory roles, he is the owner of a non-investment related business, JC Resorts LLC. 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 provides financial planning, portfolio management, and consulting services, tailoring strategies to client goals through a mix of in-house and third-party managers, including traditional and non-traditional investment approaches.

James Master is a financial advisor with Robert Baird & Co., holding a Series 63 designation and bringing 33 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Outside of his advisory role, he serves as treasurer for the Eastwood Maintenance Association, a homeowners association in Lexington, KY. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, including traditional and non-traditional investment strategies.

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 at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2019. 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 and profit-sharing 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.

Robert Davis is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. In addition to his advisory role, he serves as Vice President at Stock Yards Investment Services, providing financial services to bank customers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored financial planning and investment consulting using analytical tools and supports both advisory programs and institutional consulting through a large advisor network.

Sherry Holley is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. She has worked with J.J.B. Hilliard, W.L. Lyons, LLC since 2009 and has been with Raymond James Financial Services, Inc. since 2018. Holley serves as Chair of 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 and investment consulting to individual, high-net-worth, corporate, nonprofit, and institutional clients. The firm offers tailored non-discretionary planning and supports advisory programs through a large network, with specialized services including municipal and public-finance advisory work.

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.

Devin Tweed is a financial advisor at LPL Financial with 18 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2011. Outside of his advisory role, he is the owner of Low Tide LLC, an investment-related real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, and retirement consulting, offering both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Holly Hatfield is a financial advisor with Mass Mutual Investors Services in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her career includes roles at Edelman Financial Engines, Guardian Life Insurance Company, and Park Avenue Securities LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational programs.

Lawson Brendle is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working closely with clients to define their financial goals and develop personalized portfolio strategies. He focuses on areas including education planning, executive compensation, legacy planning, personal retirement planning, portfolio management services, and serving clients in the sports and entertainment sectors. Lawson emphasizes a client-centered approach, adapting financial plans as individual circumstances evolve. He holds a Bachelor's Degree and a Master's Degree from Auburn University at Montgomery. Lawson has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His background reflects a commitment to collaboration and service, shaped by early experiences in sports and church community. Outside of his professional work, Lawson participates in community activities through Reality & Truth Ministries. His personal interests include basketball, football, golfing, table tennis, volleyball, spending time with family, and watching movies.

William Arnett is a financial advisor at Robert Baird & Co. in Lexington, KY, holding a Series 66 designation. He has been with Baird since 2024, with prior experience including a role at Worthington Hills Country Club and periods as a student. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Mackenzie Hancock is a Series 66-licensed financial advisor with Morgan Stanley in Lexington, KY, with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, Hancock worked at the University of Kentucky, Lowe’s Home Improvement, and Panera Bread. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Thomas Kessinger is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and previously spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. He is also a co-trustee of family trusts established in 1999 and an investor in a restaurant group. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a variety of investment strategies and both in-house and third-party managers.

Christopher Neuhaus is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been associated with various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and conflicts of interest through delegated sub-advisers and formal governance procedures.