Richard Coles is a CFP® professional with 19 years of industry experience. He joined Mercer Global Advisors Inc. in 2025 after spending 20 years at D. Scott Neal, Inc. He is based in Lexington, KY. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios, utilizing a range of investment vehicles and platforms.

Nathaniel Mcnulty is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2018. His prior work includes roles at LPL Financial and Meritrust Wealth Management, where he continues engagement as an investment representative. Outside of his advisory work, Mcnulty is involved in his local community through a school council membership and serves as co-chair of a capital campaign for his church and school. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers a broad range of services such as fiduciary consulting, plan design, and employee education, supporting its advice with due diligence on investments and utilizing multiple management platforms.

Patricia Long is a financial advisor with TIAA-CREF in Lexington, KY, holding a Series 66 designation and 26 years of industry experience. She has been with TIAA-CREF since 2008. Outside of her advisory role, she is a joint owner of a cabin rental property in Gatlinburg, Tennessee. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm offers a range of services including model portfolio management and customized portfolios, and acts as adviser to donor-advised funds.

Shelby Hurst is an advisor with FIFTH THIRD SECURITIES, Inc. based in Georgetown, KY. She holds Series 63 and Series 65 credentials and has been with FIFTH THIRD SECURITIES since 2025. Prior to this, she worked at Fifth Third Bank and has experience in retail and education sectors. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers various investment programs on the Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

William Hamilton is a financial advisor with Truist Advisory Services in Lexington, KY, holding a Series 66 designation and three years of industry experience. He has worked with Truist and its affiliated entities since 2015. Outside of his advisory role, Hamilton serves as the board chair of REACH POSITION, an organization that provides financial education and down payment assistance to low- and moderate-income communities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Gary Detraz is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 50 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, he worked at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies.

Kimberly Johnson is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has held roles at Principal Life Insurance Company, Hornor Townend & Kent LLC, Penn Mutual Life Insurance Company, Oneamerica Securities, and serves as president of OneCommonWealth Financial Group, where she is involved in financial product sales and fee-based financial planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Charles Hill is a CFP® with eight years of industry experience, currently serving as a financial advisor at TIAA-CREF. He has previously worked at Voya Financial Advisors and Wells Fargo Advisors. Hill is a part-time lecturer for the University of Louisville Online MBA program, teaching finance management and dual credit courses for high school and college students. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals and institutional clients, often those connected to TIAA-administered retirement plans. The firm offers both model and customized portfolios and serves as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated investment funds.

Logan Parsons is a financial advisor with TIAA-CREF in Lexington, KY, holding a Series 66 designation and six years of industry experience. His prior work includes roles at J.P. Morgan Chase Bank N.A., Merrill, and Bank of America. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a fiduciary standard across its investment advisory services and manages portfolios through both model and customized approaches.

Daniel Cummins is a financial advisor at Empower Advisory Group with a Series 66 credential and one year of industry experience. His prior work includes roles at WesBanco Bank and GuardLogic Security. He currently resides in Georgetown, KY. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Joshua Dunn is a financial advisor with Independent Financial Partners in Lexington, KY. He holds the Series 66 designation and has four years of industry experience. Prior to joining Independent Financial Partners in 2021, he was self-employed from 2015 to 2021. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm manages over $12.5 billion in assets and supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients.

Mark Parrott is a financial advisor with J.P. Morgan Securities in Lexington, KY, holding a Series 66 credential and six years of industry experience. He has been with J.P. Morgan entities since 2014 and is also involved in managing residential real estate through his ownership in two property management companies. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Maisy Lyne is a Series 66-licensed financial advisor with Robert Baird & Co. in Lexington, KY, joining the firm in 2024. Prior to entering the financial industry, she held various roles in education and retail, including positions with Oldham County Schools and Kohl's. Robert Baird & Co. is a large institution serving individual and corporate clients, including high net worth individuals and charitable organizations, offering a range of financial planning, portfolio management, and advisory services through the DDK Group within its Private Wealth Management department.

Franci Doroska is a financial advisor at Merrill with 13 years of industry experience. She has held her position at Merrill since 2014 and holds Series 63 and Series 66 credentials. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Brown is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Central Bank and Trust and Co., Central Investment Center, Inc., and Raymond James Financial Services. He also serves as a Vice President and Officer at Central Bank and Trust and Co. and Central Investment Center, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party subadvisors, and various investment strategies.

Jennifer Wooldridge is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019 and at JJB Hilliard W.L. Lyons LLC since 2009. Outside of her advisory role, she performs bookkeeping for a family business called Foreign Affairs Autowerks. Jennifer is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a variety of financial planning and portfolio management services. The firm offers a range of SMA strategies, tax management, and advisory services supported by internal research and partnerships with external managers.

Brenton Coop is a CFP®-designated financial advisor with J.P. Morgan Securities in Lexington, KY, bringing 40 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Roseanna Black is a financial advisor at Robert Baird & Co. with a Series 66 designation. She has been with Baird Private Wealth Management since 2021. Prior to her current role, she worked in healthcare and childcare sectors. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing customized financial planning and portfolio management services.

Carl Jinright is a CFP® with 14 years of industry experience, currently advising at Cetera since 2025. His prior experience includes roles at Avantax and ongoing responsibilities at McDaniel Wealth Management, where he supervises tax and accounting services. He holds a Series 66 license and operates out of Lexington, KY. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Kelli Newman is a financial advisor at OSAIC with three years of industry experience and holds a Series 66 designation. She has worked with firms including Alliance Financial Planning, Commonwealth Financial Network, and LPL Financial. In addition to her advisory role, she is co-owner of New Era Insurance, LLC, a private entity focused on insurance business. OSAIC serves a broad range of clients from individual investors to institutions, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and risk-tolerance analyses to construct portfolios that include a variety of asset types and supports both discretionary and non-discretionary account management.