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.

Shandy Coleman McGuire is a financial advisor with J.P. Morgan Securities in Lexington, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Justin Fister is a financial advisor with Morgan Stanley in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets since 2002. Outside of his advisory role, he is involved as a referral consultant with Mad Skill Entertainment, a recreation business based in Lexington. 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 a structured planning process supported by proprietary tools and offers a wide range of investment and financial services.

Brandon Garrett is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at various J.P. Morgan entities since 2010, including JPMORGAN Securities LLC and JPMorgan Chase Bank N.A. 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 additional market-facing registrations and functions.

Tyler Morton is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of Lexington, Houchens Insurance Group, and the University of Kentucky. He also has experience working with St Vincent DePaul. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Leo Gies is a financial advisor with J.P. Morgan Securities, holding Series 63 and 65 licenses and bringing 33 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, NA since 2009. Outside of his advisory work, he is a partial owner of 3G & A, LLC. J.P. Morgan Securities LLC delivers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

James Jolly III is a financial advisor at Robert W. Baird & Co. in Lexington, KY, holding a Series 66 designation with three years of industry experience. He has been with Baird since 2022 and previously worked at White Lodging Services and Article Menswear. The DDK Group, a team within Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and customized separately managed account programs, combining manager-traded and model-traded strategies alongside ongoing investment research and monitoring.

Mary Osborne is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds the Series 66 designation and previously worked in education, including roles at Junior Achievement of the Bluegrass and several public school districts. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services with a focus on manager selection, tax management, and the use of internal research tools.

Chris Cantrell is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Securities Corporation, Edward Jones, and several other firms and businesses. Outside of advising, Cantrell owns Cantrell Home Services, a handyman service company, and serves as a board member for Friends of Muir Valley, a nonprofit focused on sustainable operation of a climbing area. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

Joe Bryant is a financial advisor at LPL Financial with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Robert Baird & Co., J.J.B. Hilliard, W.L. Lyons, LLC, and Citigroup Global Markets. Bryant is based in Lexington, KY. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives.

Hope Wilden is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2013 and joined Wilden, Thompson & Associates Wealth Management Group in 2015. As a second-generation financial advisor, Hope supports the legacy established by her father and her partner throughout their tenure at Merrill. Her role focuses on providing comprehensive client service, assisting with financial planning and investment management, and collaborating with specialists on retirement planning, insurance, and lending solutions. She also serves as the group's liaison to Bank of America, facilitating unique mortgage and lending opportunities for clients and businesses. Prior to joining Merrill, Hope supported 401(k) plans and provided participant education to prepare plan members for retirement. She continues this work by helping business owners and plan sponsors implement and maintain effective 401(k) strategies. Her expertise covers areas including college education planning, divorce transition planning, investment consulting for defined contribution plans, women and wealth, and retirement income. Hope holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a bachelor's degree from the University of Kentucky. Hope participates actively in professional and community organizations such as God's Pantry, Kentucky Endowment for Humanities (where she serves as a board member), Ronald McDonald House, The National Association of Women Business Owners (NAWBO), and The Red Cross. She is also involved with the Lexington Chapter of the Professional Women's Forum, the University of Kentucky Alumni Chapter, and her sorority alumnae group, Alpha Omicron Pi. Outside of work, Hope enjoys spending time with family and friends, engaging in outdoor activities, and following University of Kentucky sports.

Karen Wagner is a financial advisor with Wells Fargo Clearing in Lexington, KY, holding a Series 63 designation and 32 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Jennifer Reisenbichler is a financial advisor at Robert Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following nearly 11 years at J.J.B. Hilliard W.L. Lyons. Outside of advising, she is involved in several non-investment ventures including co-owning a maple syrup production business, training and selling horses, and serving on an equine grand jury. The DDK Group at Robert Baird & Co., where she practices, serves a diverse client base including high net worth individuals, business clients, and charitable organizations. The firm offers comprehensive wealth management services with a focus on discretionary and non-discretionary portfolio management, utilizing a range of separately managed accounts, overlay management, and tax strategies.

Richard Hart is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, Inc. since 1983. Outside of his advisory work, he serves as treasurer for Broadway Baptist Church in Lexington, Kentucky. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized investment strategies using a mix of in-house and third-party managers and provides a range of services from financial planning to discretionary portfolio management.

Samuel Grider is a financial advisor at Cetera with the Series 66 credential and one year of industry experience. Prior to joining Cetera, he held roles in hospitality and insurance, including positions at Bluegrass Hospitality Group and Tower Hill Insurance Group. He has also been a full-time college student and worked in other sectors including dining and sports. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, operating through a nationwide network of more than 10,000 advisors.

Daniel McGowan is a financial advisor with Raymond James & Associates in Lexington, KY, holding a Series 66 designation and 24 years of industry experience. His career includes roles at PNC Investments, PNC Wealth Management, Natcity Investments, and UBS Financial Services. Outside of his advisory work, he owns a vacation rental condo in Smyrna Beach, Florida. 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 tailored financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

JT Torres is an Investment Consultant who collaborates with individuals and their families to address their financial priorities through clear communication and trust-based relationships. JT focuses on understanding clients' goals and objectives to co-create and implement tailored financial plans and investment strategies. JT has been with Fidelity Investments in various roles, including Workplace Planning Consultant III from 2021 to 2025, Workplace Planning Consultant II in 2020-2021, Workplace Planning Consultant I in 2020, High Net Worth from 2018 to 2020, and Full Trader from 2016 to 2018. Outside of work, JT enjoys activities such as board games, camping, family activities, fishing, outdoor adventures, and soccer.

Charles Fain is a financial advisor at Merrill in Lexington, KY, holding a Series 66 designation. He has less than one year of industry experience and previously worked at Family Financial Partners and Modern Woodmen of America. Outside of finance, he has been involved with businesses including Paddock Bar and Patio and Sundowns LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Ball is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Lincoln Financial Securities Corp and Retirement Management Services, LLC. He is also involved with Benefit Insurance Marketing, a non-variable insurance business he has operated since 2017. 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.

Jeremy Lucas is a financial advisor at Stifel with 17 years of industry experience. He has held positions at Stifel since 2019 and previously worked at First Empire Securities, Inc. for 11 years. He holds a Series 66 designation. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.