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.

Douglas Donald is a financial advisor with Cetera who holds the PFS™ designation and Series 63 license, bringing 27 years of industry experience. He has previously worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors. Donald also serves as president of Divorce Financial Solutions LLC, where he focuses on divorce financial planning and related forensic work, and leads divorce workshops in the Lexington, KY area. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform that provides access to affiliated and third-party money managers and various program options.

Grant Houchens is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Front Runner Investments, K5 Capital Group, and Lexington Sporting Club, as well as a teaching role at Williamstown Jr Sr High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including model portfolio delivery and fund advisory.

Marnie Steen is a financial advisor with J.P. Morgan Securities based in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Merrill, Bank of America N.A., and Truist Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with final decision-making authority retained by clients.

Tyler Mainous is a financial advisor with LPL Financial in Lexington, KY, holding CFP® and CFA® designations along with a Series 66 license. He has 22 years of industry experience, including prior roles at Cetera, VOYA Financial Advisors, and Morgan Keegan & Company. Outside of his advisory work, he is a licensed attorney and is involved in buying and selling domain names. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions supported by extensive research and technology tools.

Eugene Glowatch II is a Series 66-licensed financial advisor with Equitable Advisors in Lexington, KY, where he has worked since 2007. He has 19 years of industry experience, including 13 years at Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver customized investment solutions.

Elizabeth Robertson is a financial advisor with Raymond James & Associates in Lexington, KY. She holds a Series 66 designation and has 19 years of industry experience, including 13 years with Raymond James. 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 financial planning and investment consulting with an emphasis on non-discretionary strategies supported by firm research and affiliated portfolio managers.

James Richardson is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Lexington, KY. His prior roles include positions at Merrill and Fifth Third Securities. He is a member of the Kentucky Children's Hospital Executive Development Council. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kyle Howard is a financial advisor with Fidelity in Lexington, KY, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes roles at Fidelity Investments and J.J.B. Hilliard, W.L. Lyons, LLC. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Brett Meers is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015, including prior experience at JPMorgan Chase Bank. 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 combines quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG framework.

James Wallace is a financial advisor with Raymond James & Associates in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked at PNC Investments for 22 years before joining Raymond James in 2026. 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, institutional investors, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary advice supported by extensive research and a range of investment strategies.

Matthew Galbraith is a financial advisor with LPL Financial based in Lexington, KY, holding a Series 66 designation and 16 years of industry experience. His background includes roles at Community Trust Bank since 2015, PNC Wealth Management from 2012 to 2015, and BB&T Investment Services in 2011-2012. He also serves as Vice President and Investment Sales Officer at Community Trust & Investment Co. 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 range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Lee Helmers is a financial advisor with Ameriprise based in Lexington, KY, holding CFP® and Series 66 credentials with 25 years of industry experience. His prior experience includes roles at U.S. Bancorp Investments, U.S. Bank, Keystone Financial Group, and LPL Financial. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with a focus on assets managed within Ameriprise accounts.

John Brooks is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has been with Robert Baird since 2019, following prior work at JJB Hilliard WL Lyons LLC starting in 2016. Brooks serves on several investment committees for local organizations, including the Blue Grass Community Foundation and the Episcopal Diocese of Lexington. Robert Baird & Co.’s Private Wealth Management department, where Brooks works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services such as financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, manager selection, and strategic partnerships.

Robert Mitchell is a financial advisor with Raymond James & Associates in Lexington, KY, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill for eight years combined. His early career also includes roles outside finance at World of Beer and Starbucks. 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 financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Robert Pollard Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he serves as trustee and successor trustee of the Linda B. Pollard Exempt Trust, managing securities and properties within the trust. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services supported by a nationwide adviser network.

Audrey Back is a CFP® and Series 66-registered financial advisor with Edward Jones in Lexington, KY, where she has worked since 2019. She has seven years of industry experience, including over a decade at Ottobock prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.