Martha Weeks is a financial advisor with Thrivent Investment Management in Lexington, KY, holding a Series 66 designation and 18 years of industry experience. She previously worked at Truist Advisory Services, First Kentucky Securities Corporation, and Ameriprise Financial Services, among others. Outside of her advisory role, she performs as a vocalist and instrumentalist with local music groups including The T-Bones and Rays Music Exchange. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning across various financial topics, allowing clients to combine planning with managed accounts under a consolidated billing option while maintaining separate services.

John Mcintosh is a CFP® with 39 years of industry experience, currently serving at Robert Baird & Co. since 2019. He has also worked at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. Mcintosh holds Series 63 and Series 65 licenses. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with strategies that span traditional and non-traditional asset classes.

Robert Preston is a financial advisor with Equitable Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is the managing partner of Pike & Preston, LLC, and is involved in life settlement sales through Ashar Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs. The firm operates a hybrid referral and implementation model that incorporates both advisory and brokerage/insurance channels.

Jessica Haralu is a CFP® with five years of industry experience and has been with Edward Jones since 2020. Prior to joining Edward Jones, she worked at Centre College and was involved with Harrodsburg Christian Church. Outside of her financial advising role, she works as a fitness motivator at CycleYOU Fitness & Sauna and has experience assisting at a local restaurant. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anne Oliver is a CFP® with 21 years of industry experience and is currently with Morgan Stanley in Lexington, KY. She previously worked for UBS Financial Services for 20 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services supported by structured planning tools and a wide range of advisory programs.

Kevin Stinnett is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Securities Corporation and Premier Financial Group. Outside of advising, he co-hosts a local TV and radio show focused on business news in Kentucky and publishes a monthly magazine and daily newsletter through The Lane Report, Inc. Additionally, he owns a property and casualty insurance agency. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using firm-provided asset-allocation tools and supports a broad array of investment platforms and third-party solutions.

Terry Smallwood is a financial advisor with Ameriprise in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Smallwood serves on the boards of Union College and the Alzheimer’s Association and is involved with Lexington Directions Inc., a tax-exempt organization focused on education and grant seeking in Lexington. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining proprietary research and modeling with a centralized consulting team to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jennifer Shliakhau is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019. Her prior experience includes roles at Hilliard Lyons, the University of Kentucky, Mulberry & Lime, and operating her own business, Simplify & Purse. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management using a variety of strategies and investment options, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Shelby Fink is a financial advisor with Ameriprise in Lexington, KY, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, Fink serves on the board of the Lexington Children's Museum. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and personalized recommendations within a defined investment framework.

Raymond Borja is a Series 66 licensed financial advisor at LPL Financial with four years of industry experience. His prior work includes roles at Elemental Processing LLC and App Canna. He is also involved in Kenwick Wealth, an investment-related business associated with his LPL practice. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Von Koschembahr is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Charles Cummings is a financial advisor at Morgan Stanley in Lexington, KY, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at Houchens Insurance Group and has diverse experience including roles outside finance. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by firm-approved tools and comprehensive investment resources.

Mark Korona is a Series 66 licensed financial advisor with UBS Financial Services in Lexington, KY, where he has worked since 2013. He has 22 years of industry experience. Korona serves as a director on the board of the Kentucky Nephrology Research Trust, which focuses on kidney disease research. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Walter Taylor is a financial advisor with Charles Schwab in Lexington, KY, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at PNC Investments for five years before joining Charles Schwab in 2020. He serves as a board member of the Baptist Health Foundation in Lexington. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options along with a broad range of integrated brokerage and custody services.

Travis Musgrave is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has spent his entire financial services career since joining the firm in 1990. He leads Musgrave Dunn & Associates, a team that provides customized wealth planning and financial services focused on sophisticated, goals-based strategies for high net worth families and institutions. Travis collaborates with clients to address complex financial objectives including portfolio management, tax minimization, retirement income, and legacy planning. With more than 27 years of experience, Travis has earned recognition as one of Barron's "Top 1,200 Financial Advisors" from 2009 through 2025 and has been listed on Forbes' "Best-in-State Wealth Advisors" from 2018 through 2025. His expertise spans areas such as investment strategy, retirement planning, and endowment services. He holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC), among others. Travis earned a bachelor's degree in accounting and finance from the University of Kentucky and has completed graduate work in portfolio theory. He is active in the community, serving as a board member of Camp Horsin' Around and the Blue Grass Community Foundation. Outside of his professional commitments, he enjoys activities such as adventure sports, boating, golf, music, reading, skiing, surfing, traveling, yoga, and spending time with his family.

John Stogner is a financial advisor at Cetera with 26 years of industry experience. He has worked at Cetera since 2019 and previously spent 19 years with Foresters Financial. Outside of his advisory role, he is co-founder of Triple Crown Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with a variety of portfolio management and financial planning services.

Logan Watts is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2022 and at Bank of America, N.A. since 2024. Prior to his financial services career, he spent five years at Toyota Motor Manufacturing in Kentucky. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gustavo Nazario is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked with Cetera and its affiliated entities since 2019 and previously held roles at Foresters Advisory Services LLC and Foresters Financial Services. Outside of finance, he has experience as an independent musician. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Jessica Belville is a financial advisor with Raymond James & Associates in Lexington, KY, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at PNC Bank and the University of Kentucky Bookstore. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Shelly Nelson is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Baird since 2019, following a year at Hilliard Lyons. Prior to her financial advisory career, she was involved with the United States Hunter Jumper Association for three years. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary portfolio management, with strategies that incorporate both traditional and non-traditional investments.