Jeremy Tincher is a CFP® professional with 27 years of experience in the financial industry. He has worked at Private Advisor Group, LLC and LPL Financial since 2014, and previously held roles at Osaic FS, Inc. and Ameriprise. Tincher also holds a Series 63 license. Private Advisor Group, LLC provides advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model with a range of investment strategies implemented through proprietary and third-party platforms and managers.

Brittany Richard is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Merrill, LPL Financial, and Private Advisor Group, LLC, where she currently provides advisory services. Outside of her advisory role, she operates a notary service and manages administrative support through Financial Freedom Partners, an entity related to her LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines direct portfolio management with curated selections from leading strategists and utilizes multiple technology platforms to support its services.

Jayne Clemens is a financial advisor with Robert Baird & Co. in Owensboro, KY, holding a Series 63 designation and 32 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. since 1999. She 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 consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Stephanie Obermann is a financial advisor at Edward Jones in Owensboro, KY, holding the CFP® designation and Series 66 license with 11 years of industry experience. She has been with Edward Jones since 2014. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Wathen is a financial advisor at Robert Baird & Co. with 18 years of industry experience. She holds the Series 66 designation and has been with Robert Baird since 2019, previously working at Hilliard Lyons. Robert Baird & Co.’s DDK Group, where Wathen works, is part of the firm’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Cindi Bosley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with MML Investors Services Inc and Mass Mutual since 2009. Outside of her advisory role, she is a partner in Ashley-Worth, LLC, a life and health insurance sales business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative annual financial planning engagements using advanced analysis tools and supports implementation through separate brokerage or insurance arrangements.

Tycen Brock is a financial advisor with Edward Jones in Owensboro, KY, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he also works as a pickleball instructor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with a large national network of advisors and branch offices.

Katherine Kolonich is a financial advisor at Edward Jones in Owensboro, KY, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at One Health from 2015 to 2017. Kolonich serves as a board member for 1UU Owensboro, KY, a local church. 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, supported by a nationwide network of approximately 23,701 financial advisors.

Taylor Hobgood is a CFP® and Series 66-licensed advisor with Robert Baird & Co. in Owensboro, KY, bringing nine years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with JJB Hilliard WL Lyons LLC since 2012. 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 firm provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary management and separately managed accounts.

Chad Siddons is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2014. Outside of his advisory role, Siddons is involved in real estate through ownership interests in several investment groups and rental properties in Kentucky. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and other niche areas. The firm provides tailored recommendations using proprietary research and planning tools, with clients able to choose implementation through various brokerage or advisory programs.

Charles Clark is a CFP® with 46 years of industry experience, currently affiliated with Wells Fargo Advisors since 2024. He previously worked at LPL Financial from 2014 to 2024. Clark is also involved as a for-profit board member of Hollison LLC in Owensboro, KY. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services supported by Wells Fargo research and tools. The firm provides a broad range of planning services, including retirement, education, and specialized areas such as business-owner transition and special-needs analysis.

Benjamin Mackey is a financial advisor with Ameriprise Financial Services, LLC in Owensboro, KY, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Ameriprise since 2017, following a year employed in the public school system. His outside activities include financial advisory work for Align Wealth Management conducted through Rainmaker Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice and written Recommendation Reports tailored to clients approaching or in retirement.

James Ivey III is a financial advisor with Robert Baird & Co. in Owensboro, KY, holding Series 63 and Series 66 registrations and bringing 15 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at Jjb Hilliard Wl Lyons LLC and Joshua Miller. Outside of his advisory role, he serves as President of the Owensboro Estate Planning Council and is the Board Chair and a member of the Investment/Finance Committee at the local YMCA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and institutional clients, utilizing a variety of investment strategies and offering both discretionary and non-discretionary management options.

Katherine Goins is a financial advisor at Edward Jones in Owensboro, KY, holding the CFP® and Series 66 designations with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked for Pepsi Beverages Company for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Corbin Wilson is a financial advisor with Edward Jones in Owensboro, KY, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Western Kentucky University and Ferguson Insulation. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Jamey Morse is a financial advisor with Edward Jones in Rockport, IN, holding the ChFC® and Series 66 designations and with 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he owns farmland and a rental home in Evansville, IN, which are maintained through a leasing arrangement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and offers additional services such as trust capabilities and securities-based lending.

John Edge is a financial advisor with Robert Baird & Co. who holds a Series 66 designation and has 18 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 2008. He serves as a board member on the Investment/Finance Committee for Owensboro Public Schools. Robert Baird & Co. is an institutional firm whose Private Wealth Management practice, including the DDK Group, advises individuals, families, pensions, corporations, and charitable organizations. The firm offers tailored consulting and portfolio services encompassing financial planning, discretionary and non-discretionary management, and a range of investment strategies including traditional and non-traditional asset classes.

Edward Krahwinkel is a financial advisor with Edward Jones in Owensboro, KY. He holds CFP® and Series 66 designations and has eight years of experience in the industry. Prior to joining Edward Jones in 2018, he worked for the City of Owensboro for 19 years. Outside of his advisory role, he is involved in several residential and commercial real estate rental ventures in Owensboro and Naperville. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Curtis Hamilton is a financial advisor with Robert W. Baird & Co. who holds a Series 63 designation and has 25 years of industry experience. He has worked at Robert W. Baird & Co. since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement a range of investment strategies, including traditional and non-traditional allocations.

William Watson is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Watson is involved in several consulting and business ventures, including ownership and management roles in digital marketing, property management, music publishing, and artist management. He also serves on the finance committee of Immaculate Church and is a member of the Green River Community Food Warehouse board. Ameriprise is an institutional firm that offers a retirement-income planning service designed for individuals with significant investable assets. The firm provides comprehensive, non-discretionary retirement recommendations using research, modeling, and tax-efficiency analysis, combining automated tools with advisor collaboration to support clients approaching or in retirement.