Teresa Smothers is a Series 66 licensed financial advisor with Edward Jones in Danville, KY, where she has worked since 2014. She has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large network of advisors and branch offices.

Thomas Tye is a CFP® with 25 years of experience in the financial services industry, currently advising clients at LPL Financial since 2009. Prior to joining LPL, he worked at Edward Jones for two years. He is also involved with Lune Bleue, LLC, a non-investment-related business based in Danville, KY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management options, combining model portfolios, third-party subadvisors, and customized strategies with extensive operational and research support tools.

Jeffrey Joiner is a financial advisor with Raymond James Financial in Danville, KY, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Raymond James Financial since 2007 and also serves as Vice President and Branch Manager of FNB Investment Services. Joiner is active in his community as a Finance and Investment Committee Member and Deacon at the First Christian Church of Danville. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, with specialized advisory programs and consulting services.

Brock Jones is a financial advisor with Edward Jones in Danville, KY, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory role, he serves as the president of a local chapter of The Referrals Group, where he organizes meetings and group events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a widespread network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Jamie Little is a financial advisor with Primerica Advisors in Richmond, KY, holding Series 63 and Series 65 credentials. She has two years of industry experience and has been with Primerica Advisors since 2023, following roles at Primerica Financial Services and prior experience outside the financial sector. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure rather than fixed-fee billing.

Perry Dressler is a financial advisor at Edward Jones in Harrodsburg, KY, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Mack Johnson is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and five years of industry experience. He has been with Baird since 2020 and previously worked at National Veterinary Associates from 2016 to 2020. Outside of his advisory role, he serves on the stewardship team at Pleasant View Baptist Church. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary management, separately managed accounts, and overlay strategies.

Kenneth Tindall is a CFP® professional with 17 years of experience in the financial industry. He has been with Edward Jones since 2008. Outside of his advisory role, he is the owner of a commercial rental property business operating through Extra Inning, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Cynthia Lanham is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Shelter Insurance and McDaniel Wealth Management PLLC, where she also operates a tax preparation and accounting practice. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that incorporates affiliated and third-party managers across various program structures.

Rickie Miller is a financial advisor at Edward Jones in Richmond, KY, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been with Edward Jones since 2013. 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.

Andrew Woerner is a financial advisor at Edward Jones based in Harrodsburg, KY. He holds a Series 66 designation and has over 10 years of industry experience, including a decade at First Sentier Investors prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

William Martin Jr. is a Series 66–licensed financial advisor with Raymond James Financial in Lancaster, Kentucky, with three years of industry experience. Prior to joining Raymond James, he spent eight years at Centre College. He is also involved with FNB Investment Services as an associate, providing investment services through Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Evan Mc Mann is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James, he worked with Masterworks Advisers, LLC and Arete Wealth Advisors, LLC. He is also a Platform Associate for Masterworks, LLC, an alternative investment platform, where he performs defined administrative functions. 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 and consulting using risk profiling and analytical tools and supports a broad advisor network with services that include municipal and public finance advisory work.

John Bell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at Primerica Advisors since 1985 and Primerica Financial Services since 1991. His prior experience includes roles at GP Dental and PreXion Inc. Bell also receives compensation for sales and referrals related to home loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Jason Cullen is a financial advisor with LPL Financial in Danville, Kentucky. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining LPL Financial, he worked at JM Cullen Enterprises LLC for eight years. Outside of his advisory role, Cullen serves as a magistrate on the Boyle County Fiscal Court and is a pilot for MAC Metals. LPL Financial is a national broker-dealer and 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 investment management services through a large network of advisors, utilizing strategic, tactical, and alternative investment approaches.

Lucas Meadors is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Mass Mutual Investors Services. Outside of finance, he was involved with Topseed Tennis Club for five years. 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.

Allison Shaffer is a financial advisor with Edward Jones in Richmond, KY, holding a Series 66 designation and one year of industry experience. Prior to focusing on financial advising, she was involved with Boone Creek Outdoors and participated in the Kentucky Governor's Scholars Program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of advisors and branch offices.

Carmack Kersey is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dennis Gilbert is a financial advisor with Edward Jones in Berea, KY, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Keller Williams Legacy Group, Employbridge - ResourceMFG, and Belk Department Stores. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Valery Mcmann is a CFP®-credentialed financial advisor with 26 years of industry experience, currently associated with Raymond James Financial. He has held roles at Raymond James Financial Services since 2007 and FNB Investment Services since 2019. Outside of his advisory work, Mcmann serves as Treasurer for the Boyle County Homeless Coalition, where he manages budgeting and attends board meetings. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.