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.

Jeffrey Antle is a CFP® and Series 66-registered advisor with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard.

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.

Jonathon Tilford is a financial advisor with Edward Jones in Versailles, KY, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as pastor and president of My Fathers House Church, a nonprofit organization in Versailles. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of investment strategies and affiliated financial services.

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.

James Gould is a financial advisor with Thrivent Investment Management in Versailles, KY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at VeBridge Holdings/Konica Minolta Business Solutions for nine years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering retirement, tax, estate, business continuation, divorce, and special needs topics, with services delivered on a one-time or ongoing basis.

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.

Brittany Edelen is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 15 years of industry experience. She has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. Outside of her advisory role, Edelen serves as a board member and secretary for the nonprofit I Would Rather Be Reading and is co-founder of Triple Crown Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various program structures and investment strategies.

Paul Haire is a financial advisor with LPL Financial in Lexington, KY, holding a Series 63 license and 32 years of industry experience. He has worked at LPL Financial since 2000, with a break between 2017 and 2019 when he was affiliated with HD Vest firms and First Security Bank. Outside of his advisory role, he serves as a voter precinct worker for the Daviess County Fiscal Court. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Phoebe Raybine is a Series 66 licensed advisor at Robert Baird & Co. in Lexington, KY, with four years of industry experience. She has held roles at Robert W. Baird since 2021 and previously worked at J Crew, Starbucks, the University of Kentucky, Kroger, and Gap. The DDK Group at Robert W. Baird serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services through a range of separately managed account programs and strategic investment approaches.