Dale Ditto is a CFP® professional with 26 years of experience in the financial industry, currently serving at Robert Baird & Co. since 2019. His prior experience includes roles at J.J.B. Hilliard, W.L. Lyons, LLC and UBS Financial Services. Outside of his advisory role, he is involved as an investing member in a company developing light industrial and warehouse space near Fort Worth, TX. He works within the DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Robin Seale is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Raymond James since 2013 and serves as a trustee for the Linda B Pollard Appointment Trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management styles and affiliated research.

Elizabeth Akin is a financial advisor with Raymond James & Associates in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She serves as trustee of her father’s and grandmother’s trusts. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base with services including financial planning, non-discretionary investment consulting, and institutional fiduciary solutions. The firm offers a range of portfolio management styles and municipal advisory services, supported by a nationwide adviser network.

Lenora Trachsel is a CFP®-designated financial advisor with Edward Jones, where she has worked since 1988, totaling 38 years of industry experience. Based in Georgetown, KY, her background includes ownership and involvement in thoroughbred breeding and racing through Trachsel Farm, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and offices.

Mirlen Hernandez is a financial advisor with Edelman Financial Engines in Lexington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Edelman Financial Engines, Hernandez worked at Fidelity Investments and Amazon. Outside of finance, Hernandez is a photographer and editor with Aperture Artistry. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and a long-term investment approach.

Jamie Hatter is a financial advisor with Robert W. Baird & Co. in Danville, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2020, Hatter was involved with the Lincoln County Board of Education and operated a daycare and learning center. He also has experience with Zion Baptist Church. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals.

Andrews Barker is a CFP® with seven years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Lexington, KY. His background includes roles at Gratz Park Private Wealth and Raymond James & Associates, Inc., and he manages a single-family real estate rental property. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Guy Quinn is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lexington, KY, holding a Series 63 designation and 33 years of industry experience. He has been involved with Elevon Wealth Management since 2018 under a succession agreement, supporting client services in an independent contractor capacity. His work history includes long-term roles at Raymond James and Southwest Florida Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs and municipal finance work through a large advisor network.

Emily Biggins is a Series 66-licensed financial advisor with Morgan Stanley in Lexington, KY, with 11 years of industry experience. She has been with Morgan Stanley since 2015 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory role, Biggins serves on the Investment Committee of the Junior League of Lexington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad suite of investment offerings while providing advisory services aligned with its Financial Advisors and Estate Planning Strategies Group.

Justin Hughes is a financial advisor with Charles Schwab & Co., Inc. in Lexington, KY, holding a Series 66 designation and 14 years of industry experience. He previously worked at TIAA-CREF and Tiaa from 2016 to 2020 before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves a large client base primarily comprising high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by centralized custody and operational infrastructure.

Tyler Martin is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. He provides guidance across areas such as general investing, retirement planning, and saving for unexpected events. He also connects clients with Bank of America specialists for services including banking, credit, home financing, and small business solutions. Tyler holds a Bachelor's Degree from the University of Kentucky. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). These certifications support his expertise in delivering specialized financial advice. Beyond his professional work, Tyler is involved in the community through participation with Habitat for Humanity.

Vincent Montgomery is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 credentials. His career includes prior roles at Spectrum Financial Alliance LTD LLC and Family Wealth Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm leverages research and analytics to evaluate investment options and offers a broad range of brokerage and advisory solutions.

Harry Hadden III is a financial advisor at Ameriprise with 56 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, UBS Financial Services, and Morgan Stanley Dw Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Clyde Pelton Jr. is a financial advisor with Morgan Stanley in Lexington, KY, holding Series 63 and Series 65 designations and with 31 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Abbigael Woodcock is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting individuals, families, and business owners navigate their financial lives. She focuses on creating personalized financial strategies that align with clients' specific needs and long-term goals, emphasizing organization and confidence in financial management. Abbigael's approach centers on understanding client priorities, utilizing investments and banking tools to achieve their most important objectives. With a background that includes a degree in Economics from the University of Kentucky, Abbigael began her career at Merrill Lynch as an intern and later served as a Wealth Management Client Associate. As a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), she offers expertise in various areas such as college education planning, divorce transition planning, legacy planning, philanthropic planning, small business strategies, and investment strategy. A Kentucky native with Puerto Rican heritage, Abbigael engages deeply with her community through volunteer work with organizations like Girls on the Run, Habitat for Humanity, and Junior Achievement. Outside of her professional commitments, she enjoys activities such as cooking, gardening, golfing, hiking, music, painting, softball, spending time with family, traveling, and writing.

Robert Kessinger is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He holds a Series 66 designation and previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for eight years before joining Robert Baird in 2019. Outside of his advisory role, he serves as a board member for a family-owned agricultural farm and is an advisory board member for Peoples Exchange Bank. He is part of The DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and specialized separately managed account programs, utilizing internal research and technology such as artificial intelligence to support client advice.

Jonathan Norwood is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2019, following a tenure at Foresters Advisory Services LLC. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and third-party managers, and manages over $256 billion in assets through more than 10,000 advisors nationwide.

Katherine Wright is a financial advisor with Morgan Stanley in Lexington, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Baird from 2022 to 2024. Outside of her advisory role, Wright has been involved with DoorDash, Inc. as a contractor since 2020. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad range of retail and institutional investment options.

Blake Stahl is a financial advisor with LPL Financial in Lexington, KY. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, he worked at the University of Kentucky Federal Credit Union and has experience as a notary. 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, third-party asset management, and institutional platforms.

Justin Perkins is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has previously worked at Cuso Financial Services, FIFTH THIRD SECURITIES, Inc., and the University of Kentucky Federal Credit Union. Perkins is also involved with UKFCU Investment Services, providing investment products and services through LPL Financial. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented through various advisory tools and support systems.