Adam Boerger is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Merrill and Prudential Equity Group. Outside of his advisory role, he serves as an umpire for KHSAA Softball and as treasurer for the Northern KY Softball Association. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors develop tailored recommendations using firm research and planning tools, with clients choosing how to implement them through brokerage or advisory programs.

Allen Lesaint is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also acts as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Zachary Bailey is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at WesBanco Securities, Civista Bank, and The Huntington Investment Company. He is also involved with General Electric Credit Union in providing investment products and services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and extensive technology tools.

James Wilson is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Silver Oak Securities and Avantax Advisory Services. Outside of his advisory role, he is the managing member of a CPA firm providing accounting and tax services, and he is involved in efforts to pass a backyard chicken ordinance in Lakeside Park, KY on behalf of his family. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse investment program options, allowing advisors to implement various portfolio strategies under discretionary and non-discretionary authorities.

Jacqueline Le Voir is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Edward Jones for 18 years and operates LeVoir Wealth Management, LLC, a support company through which she conducts her financial planning activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

Emily Cecil is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and previously worked at Fidelity Investments for six years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and a broad array of affiliated financial services.

Thomas Palmer II is a financial advisor with LPL Financial in Lawrenceburg, IN, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior positions include roles at CIVISTA Bank, U.S. Bancorp Investments, Inc., and Huntington Wealth Planning Advisors. In addition to his advisory work, he is the business owner of Silberhorn Health LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional wealth platforms.

Michael Ferris is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2006, including Strategic Advisors, Inc. since 2004. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Duane Froelicher is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and previously worked at Osaic FA, Inc. He is also an independent insurance agent and serves as president of Walden Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

William Carter Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2008. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager funds, model portfolios, and other investment products.

Melvin Goss Jr. is a financial advisor with LPL Enterprise, holding the Series 63 and Series 66 designations and bringing 30 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Silver Oak Securities, Inc., and Certified Retirement Resources, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, corporations, and charitable entities through a network of investment adviser representatives. The firm’s model-driven investment approach incorporates third-party asset managers and discretionary authority for certain portfolios, alongside affiliated trust custody, insurance, and lending services.

Anna Makris is a financial professional at OSAIC with eight years of industry experience. She holds a Series 66 designation and previously worked at Signator Investors Inc. Outside of her advisory role, she operates a clothing consignment business via an online platform. OSAIC Wealth serves a broad range of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing customizable strategies and access to multiple custodial and third-party platforms.

Thomas Rennegarbe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Fifth Third Securities for eight years before joining LPL Financial in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Durr is a financial advisor with J.P. Morgan Securities in Florence, KY, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior work includes roles at Citigroup Global Markets, A.G.P./Alliance Global Partners, and Home Depot. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative due diligence and may incorporate an ESG eligibility framework.

Robert Schaefer Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including 21 years at Fifth Third Securities prior to joining Cambridge in 2021. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Paxton Thompson is a Series 66-registered financial advisor with Edward Jones in Aurora, IN, with approximately two years of industry experience including multiple tenures at Edward Jones and a brief period at Protective Life. He previously worked at Pearls and had a gap in employment from 2014 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Paul Webster Jr. is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation, Osaic FS, Inc., and Waddell & Reed. Outside of his advisory role, he owns a racehorse and works assembling automobile steering systems. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and a range of managed account strategies.

Jason Calvert is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Megean Caldwell is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Cetera and has previously worked at Summit Financial Group and Summit Brokerage Services Inc. Caldwell is also a registered representative for Renaissance Capital Management, where she has been involved since 2012. Additionally, she holds a role as an insurance agent selling life, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large network of advisors and supports multiple program structures with discretionary and non-discretionary management options.

Jason Eaves is a financial advisor with LPL Financial in Aurora, Indiana, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cetera and Cetera Advisors LLC from 2018 to 2025. He has also served with the City of Monroe Fire Department since 2000. 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 institutions, offering a range of financial planning and investment management solutions supported by extensive research and technology platforms.