Mark Winsor is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. In addition to his advisory role, he is involved in legal services as owner and attorney of multiple law firms, including Winsor Law Firm, PLC, and Preventia Legal Counselors, PLC, and serves as an instructor at a professional school for continued education. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party investment programs, including discretionary and non-discretionary management options.

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 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.

Randall Block is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and also operates Block Wealth Management Inc. outside of securities activities. Block’s experience includes a five-year tenure at Netlaw Inc. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm delivers advisory services through model portfolios and third-party managers across multiple platforms, with approximately $1.7 billion in regulatory assets under management.

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.

Anthony Brown is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Raymond James Financial Services Advisors Inc. for 14 years and held roles at Central Bank and Trust and Co. and Central Investment Center, Inc. He serves as Vice President at Central Bank and Trust and Co., a position concurrent with his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by research and operational tools.

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 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.

Phillip Sexton is a financial advisor with Edward Jones in Versailles, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Raymond James & Associates and Dupree Financial Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive retail advisor and branch network, as well as affiliated capabilities including a trust company and proprietary mutual funds.

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.

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.

Destry West is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and PNC. Outside of finance, he is the owner and lead singer of a band called Pedestryans Official LLC, performing music and touring. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. prior to her current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence performed by a manager-solutions team. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.