Mason Quinn is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at the University of Kentucky, Kentucky Farmers Bank, and Spectrum Financial Alliance. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves a diverse client base including individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Scott Carius is a financial advisor at Robert Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons beginning in 1999. Outside of his advisory role, he volunteers as a coach for South Lexington Youth Baseball. He is part of The DDK Group at Robert Baird, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional to complex allocations.

Molly Mullen is a Series 66-licensed financial advisor at Merrill with two years of industry experience. She has worked at Merrill since 2020 and has prior experience in both retail and community settings. Outside of finance, she has been involved with the Mandell JCC Valley Sports and Community Center. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Evan Schlinger is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at InstaCart and Creative Image LLC, as well as positions in various other industries before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Le Anna Kirtley is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, Kendra Scott, and PNC Bank. 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 both model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Kasey Riley is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2020, Riley worked at Fifth Third Bank for three years and has experience with Nationwide Insurance and Owens Insurance Agency. Riley also spent five years at Morehead State University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors. The firm utilizes a combination of internal and third-party investment management teams and supports a range of investment approaches, including tax-sensitive strategies.

Morgan Fister is a financial advisor at Morgan Stanley in Lexington, KY, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, Fister worked at Jackson National Life Distributors, LLC and has held various roles in education and hospitality. Outside of his advisory work, he is involved with The Lexington School as an employee and coach. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs, including estate planning and corporate financial planning services.

Micah Kinnett is a CFP® professional with 15 years of experience in financial advising, currently serving at Raymond James Financial Services Advisors, Inc. since 2020. Prior to this, he worked at UBS Financial Services from 2012 to 2020. He is a co-owner of Kinnett Borough Financial Group and also works as a financial advisor with Oak Crest Advisors, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Emma Cinnamon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Morgan Stanley and Keystone Financial Group, as well as wealth management and private banking roles at WealthSouth and Farmers National Bank. She is also involved as an advisor with FNB Investment Services, a support company outside of investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports advisory programs alongside municipal and public finance expertise.

Gyles Headley is a CFP®-credentialed advisor with Raymond James Financial Services Advisors, Inc. in Lexington, KY, with five years of industry experience. He has held roles at Raymond James Financial Services since 2020 and previously worked with the Mary Black Foundation. Headley serves as Vice President and board member for a nonprofit organization, where he is involved in board development and governance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a broad advisor network, and maintains capabilities in municipal advisory and SIMPLE IRA employer consulting.

John Ditto is a financial advisor at Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has worked at Robert Baird & Co. since 2019 and also has a background with JJB Hilliard W.L. Lyons LLC starting in 2015. Outside of his advisory role, Ditto is an independent contractor for Wrigley Media Group, where he hosts a hunting video journal. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk profiles.

Randal Master is a financial advisor at Robert Baird & Co. with 24 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, as well as J.J.B. Hilliard, W.L. Lyons, Inc. since 2001. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Eric Miracle is a financial advisor with Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Primerica Advisors and Primerica Financial Services, as well as positions in education and consulting. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management solutions using a combination of in-house and third-party managers, with services ranging from discretionary management to complex strategies including private funds and real-asset exposures.

Richard Noonan is a financial advisor with Raymond James & Associates in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2013. Outside his advisory role, he serves as an officer and treasurer for S.T.E Inc., a business based in Lexington. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting services through various specialized programs and emphasizes tailored, non-discretionary advice supported by extensive research and multiple portfolio management options.

Madison Fogle is a financial advisor at Edward Jones in Cynthiana, KY, holding a Series 66 designation. Madison joined Edward Jones in 2025 and has prior experience in healthcare and academia, including roles at Kentucky Clinic, Eastern State Hospital, Norton Healthcare, and Bellarmine University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dale Ditto II is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding a Series 66 designation and six years of industry experience. He has worked at Baird since 2019 and previously held positions at the Kentucky Science and Technology Corporation and the Commonwealth of Kentucky. Outside of his advisory role, Ditto is an owner of Ditto Tours and serves as a board member on the finance committee at Asbury Theological Seminary. 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 manager options to meet diverse client goals and risk tolerances.

Sharon Martin is a financial advisor with Wells Fargo Clearing in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Martin serves as treasurer for the Lexington chapter of the National Society of the Daughters of the American Revolution. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kristian Buckler is a financial advisor at Merrill with 22 years of industry experience. He has been with Merrill since 2006 and holds Series 63 and Series 65 designations. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Sarah Clark is a financial advisor at UBS Financial Services in Lexington, KY, holding a Series 66 credential with one year of industry experience. Prior to joining UBS in 2024, she worked for the Office of the Comptroller of the Currency from 2008 to 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research to tailor plans aligned with clients’ goals and risk tolerances.

Valerie Marshall is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she collaborates with the team at Musgrave Dunn & Associates to provide tailored wealth management services. She employs her legal and financial expertise to assist clients in navigating their financial lives, focusing on areas such as retirement planning, legacy planning, tax minimization, and retirement income. Valerie's approach centers on understanding clients' personal goals to develop customized financial strategies. Before joining Merrill Lynch, Valerie practiced law for over eleven years with a focus on estate and gift tax planning, estate administration, and estate litigation. She then transitioned to a role in private banking as a senior trust advisor, expanding her financial advisory skills. Her education includes a Bachelor's Degree from Vanderbilt University and a Juris Doctorate Degree from the University of Kentucky. She holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Valerie is actively involved in community programs such as the Southland Christian Church Backpack Program and United Way of the Bluegrass. Outside of her professional and community activities, she enjoys gardening, knitting and crocheting, music, reading, running, spending time with her family, traveling, watching movies, and yoga.