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. She assists individuals, families, and business owners in navigating their financial lives by developing personalized financial strategies that align with their unique priorities. Abbigael focuses on helping clients feel organized, confident, and in control of their financial decisions through tailored wealth management services. Her areas of expertise include college education planning, divorce transition planning, legacy and philanthropic planning, managing new wealth, personal retirement planning, small business strategies, and investment strategies for both individuals and corporations. Abbigael holds a Bachelor's Degree from the University of Kentucky and is designated as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Beyond her professional work, Abbigael is involved in community organizations such as Girls on the Run, Habitat for Humanity, and Junior Achievement. Her personal interests include cooking, gardening, golfing, hiking, music, painting, softball, spending time with her family, traveling, and writing.

Robert Kessinger is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory work, Kessinger serves as a board member for a family-owned agricultural farm and is an advisory board member for Peoples Exchange Bank. The DDK Group at Robert W. Baird & Co., where Kessinger works, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management using various separately managed account programs, and utilizes internal research and manager monitoring to inform 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 who holds a Series 66 designation and has been in the industry less than one year. He has prior experience working at the University of Kentucky Federal Credit Union since 2018 and previously worked in the hospitality sector. Outside of advisory services, he is a licensed notary and continues his role at the credit union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, leveraging model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

Justin Perkins is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He previously worked at CUSO Financial Services for nine years and has served with the University of Kentucky Federal Credit Union for six years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

Mark Mills is a financial advisor with Fidelity in Lexington, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services, SunTrust Investment Services, and State Farm-related firms. He works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Louis Kessinger is a financial advisor at Robert W. Baird & Co. with the Series 66 designation and four years of industry experience. His prior work includes roles at DoorDash, Reinhardt University, and Henry Clay High School. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a mix of SMA strategies, tax management, and internal research tools.

Elias Hodges is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at ACS Testing/Training Inc. from 2013 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients including 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

Trent Owens is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has built his career since 2000 in the Lexington office. He works closely with clients and their families to identify and pursue their financial goals through personalized wealth management strategies. His expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, tax minimization, and retirement income. Trent holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Kentucky. Trent also participates in community volunteer work, reflecting the Merrill tradition of engagement with the communities they serve.

Roddy Scott is a financial advisor at Robert Baird & Co. with 52 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. since 1977. Outside of advisory work, he serves as a trustee for several family investment-related entities and manages a Florida LLC that owns and leases commercial property, providing commercial loans exclusively to family-controlled companies. Robert Baird & Co.’s DDK Group advises individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services. The firm employs a mix of in-house and third-party managers and provides a range of strategies from traditional allocations to complex, non-traditional investments, alongside municipal advisory and public finance services.

Rischi Sharma is a CFP® professional with 27 years of experience in the financial industry. He has been with LPL Financial since 2006. His outside activities include involvement with an online application system through FASVAS.COM. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and a range of investment management solutions.

Robert King is a CFA® charterholder with 12 years of industry experience. He has worked at R.W. Baird & Company since 2021 and was previously employed by Central Bank & Trust from 2015 to 2021. He is based in Lexington, KY. Robert King is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and advisory services, supported by internal research and a combination of manager-traded and model-traded strategies.

Jesica Taylor is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has a diverse background including roles at the Kentucky Arts Council and Seattle University. Taylor also serves as Membership Chair for the Kentucky State Poetry Society, where she manages membership records and communications. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment offering.

Taylor Keck is a financial advisor with Morgan Stanley in Lexington, KY, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes positions at Florida Financial Advisors and Transylvania University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Samuel Storey is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies aimed at achieving their long-term goals. His areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, and retirement income. Samuel holds a Bachelor's Degree from the University of Kentucky and holds the Chartered Retirement Planning Counselor (CRPC) designation.

Sheila Edwards is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured planning tools and broad investment resources.

Kacie Miller is a financial advisor at Robert W. Baird & Co. who holds the Series 66 designation. She joined Baird in 2026 and has prior experience working at Kentucky Educational Television and the University of Kentucky. Baird’s DDK Group serves a variety of clients including individuals, corporate and business entities, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services using a combination of manager-traded and model-traded strategies, with ongoing internal research and manager monitoring.

Jami Mansour is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, Jami held roles at Fifth Third Securities and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is involved in advisory roles for multiple registered investment companies and fund-of-funds.