Taylor Porter is a financial advisor with Robert Baird & Co. in Lexington, KY, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at JJB Hilliard Wl Lyons LLC since 2015. Porter serves as a board member for New Vista, a nonprofit organization, where he reviews and makes recommendations related to its CD portfolio. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes manager-traded and model-traded SMA strategies supported by internal research and sophisticated fee arrangements.

Bryce Cooper is a financial advisor at LPL Financial in Lexington, KY, holding Series 63 and Series 66 credentials with 11 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation and CUSO Financial Services, LP. He is also involved with the University of Kentucky Federal Credit Union. 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 financial planning and a range of investment programs, combining advisory services with extensive non-advisory financial activities and oversight of over $819 billion in discretionary assets.

Charters “Jay” Osborne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a senior member of Osborne Lawless & Associates, serving as one of the team’s planning counselors with a focus on annuities and individual stock research. Jay has been with Merrill since 2004. Jay holds a Bachelor's degree in Sport Sciences from The Ohio University. He has earned several professional designations, including Chartered Financial Consultant® (ChFC), Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA™), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He lives in Lexington with his wife, Leslie, and their two dogs. Jay is an active swimmer with the Wildcat Masters swim team and enjoys playing golf.

Melissa Creditt is a financial advisor with Robert Baird & Co. in Lexington, KY, holding a Series 66 designation and 19 years of industry experience. She has been with Robert Baird & Co. since 2019 and has worked at Hilliard Lyons since 2007. Melissa is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department. The firm serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and advisory services supported by internal research and advanced investment tools.

Richard Douthat is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at Fifth Third Bank from 2013 to 2017 before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support its financial planning process.

Mary Fiflis is a financial advisor at Cetera with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Principal Securities Inc. and ME Insurance Group, among other firms. Her activities include managing residuals from insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nicholas Robinson is a financial advisor at Robert W. Baird & Co. with Series 65 and 63 credentials and one year of industry experience. His prior work includes roles at Fifth Third Securities, Fifth Third Bank, and Eastern Kentucky University. Robert W. Baird & Co.'s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and brokerage services. The firm uses a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Samuel Collins is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with Robert Baird & Co. since 2019, following a 17-year tenure at J.J.B. Hilliard, W.L. Lyons, LLC. He is based in Lexington, KY. Robert Baird & Co.’s DDK Group within Private Wealth Management serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining internal research and manager-traded strategies, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Linda Custer is a financial advisor with UBS Financial Services in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at UBS since 2007 and also maintains a role at Mcdonald Investments Inc. since 2000. Outside of her advisory work, she serves as an executor for the estate of Carol L. Hoffman. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and delivering tailored financial plans supported by proprietary research and model-based asset allocations.

Alexis Rae Sharma is a CFP® professional with 22 years of industry experience, currently serving at LPL Financial since 2006. Prior to joining LPL, she worked at Equitable Advisors from 2004 to 2006. Outside of her advisory role, she operates a fixed insurance business, Assembly Pointe Financial, and is involved with a real estate rental enterprise in Lexington, KY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a variety of asset classes.

Lee Myers is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Merrill for 18 years. Myers is based in Lexington, KY. 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, non-discretionary investment consulting, and institutional fiduciary services.

Nicole Harris is a financial advisor with Raymond James & Associates in Lexington, KY, holding Series 63 and Series 65 licenses. She has 30 years of industry experience and has been with Raymond James & Associates since 2013. 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, non-discretionary investment consulting, and municipal advisory services.

Bradley Borough is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS Financial Services before joining Raymond James in 2020. Borough is also the owner of Kinnett Borough Financial Group, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Jessica Schmidt is a financial advisor with Merrill in Lexington, KY, holding a Series 66 designation and 17 years of industry experience. She has worked at Merrill since 2008 and is currently associated with Bank of America, N.A. since 2023. Schmidt serves as a council member for the Shriners Lexington Corporate Council, focusing on fundraising for Shriners Children's Hospital. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Blair Martin is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has previously worked at Tempur-Sealy, Inc., Blend Labs, Inc., and Pandora Media, Inc. Outside of his advisory role, he serves as Board President of Providence Montessori School in Lexington, KY. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, and institutional clients. The group offers tailored consulting and portfolio management services, employing a range of strategies from traditional equity and fixed income to more complex investments.

Lindsay Cornette is a Series 66-licensed financial advisor at Raymond James & Associates with six years of industry experience. Prior to joining Raymond James in 2020, she worked at Central Bank & Trust Co for two years and held positions in retail at Pottery Barn and Ulta. Outside of advising, she operates an Amazon storefront linked to TikTok videos where she shares product recommendations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutions, and municipal entities with a range of advisory and consulting services, employing various portfolio management styles supported by affiliated research and sub-advisers.

Dennis Kitchen is a financial advisor with J.P. Morgan Securities in Lexington, KY, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, NA since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative manager due diligence with forward-looking capital market assumptions to develop model asset allocations.

Parker Rice is a Series 66 licensed financial advisor at Fidelity with one year of experience. His prior roles include positions at Longship and Andover Management Group, as well as diverse work history in education and small business operations. Fidelity’s Strategic Advisers LLC, where he works, 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 portfolios including mutual funds, ETFs, and ETPs.

Roger Collins II is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera and its affiliated entities since 2016, previously spending three years with Foresters Financial Services. Outside of his advisory role, Collins is the owner of One Chip at a Time, a woodworking business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and utilizes a multi-manager platform that includes affiliated and third-party model portfolios and program options varying in discretion and custody arrangements.

Susan Sadr is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1999, bringing prior experience as an Estate Planning Specialist for an insurance company and a Relationship Manager at a bank in Lexington, Kentucky. She works with highly educated professionals and business owners across the country, helping them manage their financial needs including retirement income planning, wealth transfer services, business owner strategies, and access to credit and lending services through Bank of America. Susan earned a Bachelor's degree in Political Science from the University of Kentucky and has studied foreign relations at the School of Diplomacy. She holds FINRA Series 7, 6, 63, and 65 registrations, life/health/variable annuity insurance licenses, and the Chartered Retirement Planning Counselor (CRPC) and Accredited Domestic Partnership Advisor (ADPA) designations from the College for Financial Planning Institutes Corp. She is fluent in English and Persian. Outside of her professional work, Susan is involved in community organizations such as Hope Center, JustFundKY, Nest, Red Cross, Soup Kitchen, Salvation Army, UNICEF, United Way, and YMCA. She enjoys traveling and embracing different cultures and is passionate about supporting cancer research and children's causes.