Stephen Grossman is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding Series 63 and Series 65 credentials and over 43 years of industry experience. Prior to joining Baird in 2019, he spent more than three decades at J.J.B. Hilliard, W.L. Lyons, Inc. Grossman serves on several boards, including the University of Kentucky Gaines Center for the Humanities and the American Heart Association, where he is chairman. He is part of the DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals.

Jonathan Rase is a CFP® certificant with six years of industry experience currently advising at OSAIC. He has previous experience at the Klausing Group and operates his own advisory practice. Outside of finance, he coaches youth soccer through the Kentucky Olympic Development Program. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients via a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managed portfolios. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include various asset classes and investment restrictions.

Whitney Greer is a financial advisor with Raymond James Financial Services Advisors, Inc. (RJFSA) in Lexington, KY, holding a Series 66 designation and having 12 years of industry experience. Prior to joining Raymond James in 2025, Greer worked at Cetera and Cumberland Valley Investments. Outside of advisory roles, Greer serves as a director and committee member of Cumberland Valley Financial Corporation and manages rental properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, with specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Austin Babb is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he acts as an agent for fixed insurance business through his DBA, Salomon & Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and nonprofits. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by research and model portfolios.

Allen Dummitt is a financial advisor with Edward Jones in Lexington, KY, holding a Series 66 license and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Walle Corporation and operated Allen Dummitt Printing, a printing company serving existing customers. Outside of his advisory role, he volunteers as a preacher, including monthly services at Blackburn Correctional Institution. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed accounts, and affiliated investment products. The firm operates with a fiduciary standard and supports its clients through a nationwide network of financial advisors and branch offices.

Sydney Fessler is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Fessler held various roles across multiple sectors, including education and retail. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Spencer Tabor is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Regions Bank and Whitaker Bank and has a background in education from Morehead State University. 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 uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Robert Williams serves as a Wealth Management Advisor with Merrill Lynch Wealth Management in Lexington. He specializes in working with high-net-worth families and individuals, guiding them through wealth management, retirement planning, tax strategies, and major financial transitions. His approach involves coordinating various financial components to create a cohesive plan aligned with his clients' goals and values. With over 20 years of experience, Robert holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's degree from the University of Kentucky. Outside of his professional work, Robert is involved with The Living Arts & Science Center and enjoys activities such as basketball, football, music, running, soccer, swimming, and traveling, as well as spending time with his family.

Clayton Carter is a financial advisor at Cetera with 15 years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining Cetera, he worked at Foresters Financial for eight years. Outside of his advisory role, he is the sole owner of The Dairy Dip LLC, a food service business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors, offering various program structures and investment solutions.

William Wilson is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Financial Securities Corporation for 17 years and Jefferson Standard Life Insurance for over four decades. Wilson is involved in several insurance-related business activities, including ownership roles in agencies offering fixed annuities, life settlements, and various insurance products. OSAIC serves a diverse client base comprising retail and institutional investors, offering integrated brokerage, advisory, and financial planning services. The firm utilizes asset-allocation tools and third-party platforms to construct portfolios that include a wide range of investment vehicles and supports both discretionary and non-discretionary account management.

Wyatt Amdor is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates is a large 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 financial planning and consulting with generally non-discretionary client implementation.

S. Thomas Ogden is a financial advisor with Robert Baird & Co. based in Lexington, KY, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. Outside of his advisory roles, he is the owner of a non-investment related business, JC Resorts LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides financial planning, portfolio management, and consulting services, tailoring strategies to client goals through a mix of in-house and third-party managers, including traditional and non-traditional investment approaches.

James Master is a financial advisor with Robert Baird & Co., holding a Series 63 designation and bringing 33 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Outside of his advisory role, he serves as treasurer for the Eastwood Maintenance Association, a homeowners association in Lexington, KY. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, including traditional and non-traditional investment strategies.

Andrew Turner is a financial advisor with Raymond James Financial, holding a Series 66 credential and five years of industry experience. He has worked with Raymond James Financial Services Advisors since 2021 and also manages office operations at Kinnett Borough Financial Group and Oakcrest Advisors in Lexington, KY. 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, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services such as municipal advising and SIMPLE IRA Employer Advisory programs.

John Gardner is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2019. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Walker Borders is a financial advisor at Morgan Stanley in Lexington, KY, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018 and Morgan Stanley Private Bank, N.A. since 2023. His prior experience includes roles at Vanmeter Insurance Group and involvement with Tonys of Lexington and Livewell 30A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and analyses.

Stephanie Watts is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Unified Trust Company. Outside of her advisory role, she owns a small craft business called Hearth & Hollow in Liberty, Kentucky. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical modeling, and it supports its clients through a broad network of affiliated advisors.

Francis Almeida is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LPL Financial since 2008. Almeida is also an independent agent for non-variable insurance products, including life, health, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios from various sources.

Robert Davis is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. In addition to his advisory role, he serves as Vice President at Stock Yards Investment Services, providing financial services to bank customers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored financial planning and investment consulting using analytical tools and supports both advisory programs and institutional consulting through a large advisor network.

Sherry Holley is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. She has worked with J.J.B. Hilliard, W.L. Lyons, LLC since 2009 and has been with Raymond James Financial Services, Inc. since 2018. Holley serves as Chair of the Finance and Investment Committees at Transylvania University and is involved with the Holley-Slaughter Charitable Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, nonprofit, and institutional clients. The firm offers tailored non-discretionary planning and supports advisory programs through a large network, with specialized services including municipal and public-finance advisory work.