Tyler Abernathy is a financial advisor at Robert W. Baird, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird since 2023. Prior to this, he was involved with the Murray Country Club and the West Tennessee Junior Golf Association. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team offers a combination of financial planning, portfolio management, and advisory services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of investment strategies.

Amy Roof is a CFP® professional with 15 years of industry experience, currently advising at Wells Fargo Clearing since 2016. Prior to that, she worked at Wells Fargo Advisors, LLC from 2011 to 2016. Outside of her advisory role, she is involved in managing rental properties alongside her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

David Housman is a financial advisor with Robert W. Baird & Co. in Paducah, KY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and also has long-term experience with J.J.B. Hilliard, W.L. Lyons, Inc. and the Federal Reserve Bank. Outside of advising, he serves on the McCracken County Planning and Zoning Commission and is a partial owner of a music festival, in addition to working as a radio announcer. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services using a variety of strategies, including discretionary and non-discretionary management, with access to both in-house and third-party managers.

Lisa Highfil is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2007 and holds a Series 66 designation. Outside of her advisory role, she serves as secretary and is a board member of Brummitt Funeral Home, Inc., a business she partly inherited but does not actively manage. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Its advisors utilize proprietary research and model-based asset allocations to develop tailored financial plans aligned with clients’ goals and risk tolerances.

Donna Harmon is a financial advisor at Edward Jones in Paducah, KY, holding a Series 66 designation. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices. The firm provides both discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Elizabeth Baugus is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds Series 65 and Series 63 licenses and has worked in various roles including positions at Murray State University and Union University prior to joining Baird. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management, and separately managed accounts, supported by internal research and technology tools.

Lisa Hartung is a financial advisor at Robert Baird & Co. with 21 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2019, previously serving at Hilliard Lyons. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Gayle Martin is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. Prior to joining Baird, she worked at The Paducah Bank & Trust Co. and LPL Financial from 2014 to 2021. She is a board member and treasurer of the United Way of Western KY. She 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 tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Rebecca Bell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Ellie Short is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2019. Prior to her financial services career, she held various roles including positions at Victoria's Secret, HCA Healthcare, and Murray State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers advisory programs with discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jason Martin is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. He has worked with Raymond James Financial Services Advisors since 2019 and was previously employed at Smith & Nephew recon. Outside of advising, he is a partner in a rental real estate business where he assists with rent collection and property maintenance. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through its extensive network of advisors and advisory programs.

James Inman is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2022. Prior to joining Stifel, he held roles at Prairie State Generating Company, Kennedy Wealth Group Management, and several other organizations. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and public entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Caroline Korte is a financial advisor with LPL Financial based in Paducah, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior experience includes six years at Raymond James Financial and a decade at Paducah Bank & Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by extensive operational and research tools.

Laura Duff is a financial advisor at Edward Jones in Paducah, KY, holding the CFP® and Series 66 designations with 10 years of industry experience. Prior to joining Edward Jones in 2018, she worked at Wells Fargo Clearing and Wells Fargo Advisors. She serves as a member of the Paducah Cooperative Board Fresh Start House, providing investment oversight aligned with the board’s objectives. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, with an emphasis on fiduciary standards and retail advisor presence nationwide.

Robert Hammond is a financial advisor with Edward Jones in Metropolis, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Kyle Greenwell is a CFP® with 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016, following two years at MetLife. Outside of his advisory role, he is an independent insurance agent specializing in property and casualty, group life, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a collaborative approach to goal analysis and written recommendations.

Shannon Vaughn is a financial advisor at Robert Baird & Co. with 26 years of industry experience. She holds the Series 63 designation and has worked at Robert Baird since 2019 and J.J.B Hilliard W.L. Lyons Inc. since 1998. Outside of her advisory role, she owns and operates Pink Bubble Painting, a non-investment related business. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and various separately managed account programs. The firm combines internal research, manager-traded and model-traded strategies, and tax management tools in its advisory approach, managing approximately $394 billion in assets as of December 31, 2025.

Peter Gardner is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera since 2018 and previously held positions at Bank of America, Merrill, and Fifth Third Bank. Gardner volunteers with Murray State University on their Stock Market Game. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Tyler Pittman is a financial advisor at Robert W. Baird & Co. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baird since 2020 following 13 years with Woodmen Financial Services and Woodmen of the World Life Insurance Society. Outside of his advisory role, he is the owner of Pittman Farms and serves as a co-op board member at Ballard Telephone Corporation. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm uses a variety of investment strategies, including separately managed accounts and tax-management techniques, supported by internal research and ongoing manager monitoring.

Timothy Milano is a Series 66 licensed financial advisor with Edward Jones in Metropolis, IL, where he has worked since 2017. He has a total of eight years of industry experience, including a prior role at Southern Illinois University Carbondale. Outside of his advisory work, he is involved as a co-owner and landlord in local rental property businesses. 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 solutions, supported by a nationwide network of more than 23,700 financial advisors and overseeing approximately $1.01 trillion in assets under management.