Devin Tweed is a financial advisor with LPL Financial in Lexington, KY, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2011 and previously spent three years at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory role, he is the owner of a real estate rental business, Low Tide LLC, based in Teton Village, WY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services platform.

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.

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 Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. from 1993 to 2019. Outside of his advisory role, he serves as co-trustee of family trusts and is an investor in a restaurant chain with no active responsibilities. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through comprehensive financial planning, portfolio management, and brokerage services. The firm uses a combination of manager-traded and model-traded strategies, internal research tools, and strategic partnerships to deliver investment advice.

Christopher Neuhaus is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2007, including roles at 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 registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Sally Butler is a Financial Advisor at Merrill Lynch Wealth Management, providing tailored wealth and business planning services encompassing investments, banking, and lending through Bank of America. She joined Merrill Lynch Wealth Management in 2025 and focuses on delivering confidence to clients at pivotal stages in their lives and careers, with specialties in family wealth management strategies, legacy planning, and managing new wealth. With more than 20 years of experience in financial services and advisory, Sally has held senior executive roles in Finance, Human Resources, Corporate Development, and M&A across sectors including hyper-growth technology, hedge funds, and professional services. Her previous roles include positions at Google, Pershing Square Capital, and McKinsey & Company. She has firsthand understanding of the needs of entrepreneurs and business owners and collaborates closely with tax and legal advisors to ensure comprehensive estate planning. Her expertise extends to navigating complex financial decisions around business exits, unrealized capital gains, and wealth transfer planning. Sally earned a Bachelor of Arts degree from the University of North Carolina at Chapel Hill as a Morehead-Cain Scholar, graduating Summa Cum Laude and Phi Beta Kappa, and a Master of Public Policy with honors from the Kennedy School of Government at Harvard University. She holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. Outside of work, Sally enjoys traveling, long-distance cycling with her husband Mark, culinary exploration, antiquing, cooking, gardening, genealogy, hiking, knitting and crocheting, music, reading, soccer, and spending time with her family. She is involved with Habitat for Humanity and resides in Lexington, Kentucky.

Angela Dement is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Jjb Hilliard Wl Lyons LLC, Wells Fargo Advisors, and Osaic FS, Inc., in addition to her ongoing roles at JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process is supported by centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

Gannon Marshall is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience, previously working at FS Payments and Bank of America, N.A. Outside of finance, he has been involved with the United Way of the Bluegrass. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Adams is a financial advisor with Ameriprise in Lexington, KY, holding a Series 63 credential and with 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a practice management business called Semper Idem and has authored a book titled *Reflections of a Scared Soldier Boy in Vietnam*. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware advice focused on dependable income sources for clients near or in retirement.

John Cadwell is a Series 66 credentialed financial advisor with 11 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and related firms since 2018 and previously spent six years at BB&T. He also serves as a Vice President and Relationship Manager at Farmers National Bank, where he assists clients with financial planning, insurance planning, strategic lending, and trust planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Margaret Sutton is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent six years with J.J.B. Hilliard, W.L. Lyons, LLC. She is based in Lexington, KY. Margaret is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and custody, utilizing a blend of manager-traded and model-traded strategies supported by internal research and technology.

Julio Levisohn is a Financial Advisor at Merrill Lynch Wealth Management. He works with successful professionals, business owners, affluent families, and individuals approaching retirement to provide clarity, confidence, and coordination in their financial lives. His role involves integrating investment management, retirement planning, tax-aware strategies, and wealth planning into cohesive approaches tailored to his clients' goals and values. Levisohn's expertise includes family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. He helps clients organize and simplify their financial lives, build and preserve long-term wealth, create retirement income strategies, and coordinate planning with other trusted professionals. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Levisohn earned a Bachelor's Degree from the University of Kentucky and a Master of Business Administration (MBA) from the University of Phoenix. He is bilingual in Spanish and English. His community involvement includes participation with organizations such as Make a Wish, Meals on Wheels, and The Humane Society.

Bryan Pope is a financial advisor at Robert Baird & Co. in Lexington, KY, with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at JJB Hilliard W.L. Lyons LLC and Fifth Third Securities, Inc. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded separately managed account strategies along with tax management and direct indexing capabilities.

Mark Trachsel is a financial advisor with Edward Jones in Cynthiana, KY, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Outside of his advisory role, he is involved in breeding Thoroughbred horses through Trachsel Farms LLC. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages over $1 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Maguire is a financial advisor with Raymond James & Associates in Lexington, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Bank of America, Merrill, and Northwestern Mutual. Raymond James & Associates is a large, dually registered 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 tailored financial planning and consulting with a range of portfolio management styles and affiliated research.

Robert Reames is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has been with JJB Hilliard W.L. Lyons LLC since 2015. Robert W. Baird & Co.’s DDK Group, where he is based, serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management. The group offers a range of services including discretionary and non-discretionary management, separately managed accounts, and overlays, covering traditional and non-traditional investment strategies.

Matthew Fritts is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019 and Hilliard Lyons since 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and investment tools.

Sawyer West is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience and previously worked with the YMCA of Central Kentucky and Bluegrass Greetings LLC. Before entering the financial services industry, he spent five years teaching at the middle and high school levels. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes multiple program structures and third-party managers.

Kristin Smith is a financial advisor at Robert W. Baird & Co. in Lexington, KY, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird since 2013. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies and investment approaches including separately managed accounts and overlay services.