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® and Series 66 licensed advisor with nine years of industry experience. He is currently with TIAA-CREF and has previously worked at Voya Financial Advisors and Wells Fargo Clearing. Outside of his advisory role, Hill serves as a part-time lecturer for the University of Louisville’s online MBA program, teaching finance management courses. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often working with clients who have existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering both model-driven and customized investment strategies.

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.

Joshua Dunn is a financial advisor at Independent Financial Partners in Lexington, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Independent Financial Partners and IFP Securities LLC 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 supports a multi-advisor platform serving tens of thousands of clients and offers both decentralized investment strategies set by individual advisors and centralized management options.

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.

Nicholas Demichele is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Starbucks and the Lexington Tennis Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

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.

Charles Goldie is a financial advisor with LPL Financial in Harrodsburg, KY, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. Goldie operates under the business name Goldie Financial, which is affiliated with his LPL practice. 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 services including financial planning, model portfolios, and access to third-party asset managers, supported by extensive technology and operational resources.

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 four years of industry experience and holds a Series 66 designation. Her work history includes roles at Alliance Financial Planning, Commonwealth Financial Network, and LPL Financial. She is also co-owner of New Era Insurance, LLC, an insurance business outside of her advisory role. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Patrick Brennan is a financial advisor with Edward Jones in Lexington, KY, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Lexmark International Inc for 27 years. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Wilden is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Lexington, KY. He has over 30 years of experience in wealth management and is a partner with Wilden, Thompson & Associates. Mark provides wealth planning and investment management strategies tailored to each client's risk tolerance, time horizon, liquidity needs, and overall investment goals. He holds a Bachelor of Arts degree in Political Science and Business from Duquesne University and has completed education at the Graduate School of Business at Duquesne and the College for Financial Planning. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Certified Investment Management Analyst (CIMA) designation awarded by the Investments & Wealth Institute after completing education at the Wharton School of Business, and the Chartered Retirement Planning Counselor (CRPC) certification. Mark is also a qualified Portfolio Manager, offering discretionary portfolio management including personalized or defined strategies involving individual stocks and bonds, model portfolios, and third-party investment strategies. Mark's client focus areas include Divorce Transition Planning, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, Services for Endowments, Foundations, and Non-profits, Retirement Income, and Sports & Entertainment. He has served as a past board member for the Kentucky Humanities Council. Outside of his professional duties, Mark enjoys basketball, football, and golfing.

Dustin Stacy is a financial advisor with LPL Financial in Lexington, KY, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Lincoln Financial Securities Corporation and is involved in Benefit Insurance Marketing, Inc., where he serves as president and benefit consultant. Stacy also has a role in medical practice consulting through Encompass Benefits & Management Services, LLC. 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.

Russell Mc Alister is a CFP®-designated financial advisor with Edward Jones in Richmond, Kentucky, where he has worked for 29 years. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. Outside of his advisory role, he owns and operates a farming business called McAlister Entertainment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Ethan Taylor is a financial advisor with LPL Financial based in Richmond, KY, holding Series 63 and Series 65 registrations and having one year of industry experience. Prior to joining LPL Financial, he worked at Cerity Partners and Roberts Insurance and Investments. Outside of his advisory role, he has experience in the food service industry and moving services. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools.

Bradley Claycomb is a financial advisor with Merrill in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations.

Lauralea Cobb is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Central Bank & Trust Co, Robert Baird & Co., and JJB Hilliard WL Lyons LLC. She is also involved as a financial advisor assistant with Central Investment Center, Inc. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.