Melissa Watson is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc., where she has worked since 2024 and previously from 2010 to 2015. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, as well as A.G. Edwards & Sons. Benjamin F. Edwards & Company, Inc. is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of advisory programs and financial services, combining proprietary strategies with third-party models, supported by an internal trading desk and a mix of custody and clearance services.

Tamara Clark is a financial advisor with Lincoln Investment, holding a Series 66 designation and 22 years of industry experience. She previously worked at Legend Equities Corporation and Valic Financial Advisors before joining Lincoln Investment in 2017. Outside of her advisory role, she assists her husband in organizing disc golf tournaments on weekends. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Emma Watson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Benjamin F. Edwards, she worked at Western Kentucky University and Starbucks Coffee Co. Emma’s background also includes experience in education at South Warren High School. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and investment management services combining proprietary strategies and third-party models.

Trevor Coe is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Kestra Advisory since 2016. He also holds roles with Kestra Investment Services, LLC, and Levine Group, Inc., where he has been active since 2005. Outside of advisory work, Coe serves as a director for the Kelly Russell Scholarship Fund, overseeing scholarship recipient selection and fund management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional clients including sovereign wealth funds.

Joshua Mansfield is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Empower Advisory Group and has previously worked at Prudential Insurance Company of America, Pruco Securities, State Farm, and Bankers Life. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm delivers its services through an integrated model linked to Empower’s recordkeeping platforms, offering both point-in-time financial plans and optional managed account solutions.

Javier Canales Bullock is a Series 66 licensed financial advisor with Kestra Advisory, bringing three years of industry experience. His background includes roles at Kestra Investment Services, Big Lots, and Western Kentucky University. Outside of advising, he is involved in insurance support roles and manages a real estate rental property. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, and a range of investment platforms. The firm serves large clients including sovereign wealth funds and provides both discretionary and non-discretionary services.

James Jefferson is a CFA® charterholder with over 31 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with Hilliard Lyons for 21 years. Jefferson serves on the finance committee of Christ Episcopal Church and holds several roles with local organizations including the Inter-modal Transportation Authority and the Salvation Army of Bowling Green. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a range of investment strategies and emphasizes ongoing manager research and tax management.

Kayla Thomason is a Series 66-licensed financial advisor with Merrill in Bowling Green, KY, with six years of industry experience. Her career includes roles at Service One Credit Union and Bank of America, N.A., and she has taught yoga classes as a registered instructor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutions with model-based and discretionary investment strategies.

Monica Taylor is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. She has prior experience at Wells Fargo Advisors LLC and JJB Hilliard W.L. Lyons, LLC. Outside of her advisory role, she has been involved as a co-owner of a seasonal children’s consignment sale business and serves on the advisory board and marketing committee of the Women's Fund of South Central Kentucky. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides comprehensive financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a mix of manager-traded and model-traded strategies, tax management, and internal research, including the use of artificial intelligence, to deliver client advice.

Hearne Harralson is a financial advisor with Robert Baird & Co. He holds the Series 66 designation and has three years of industry experience, including prior roles at Edward Jones and First Southern National Bank. Before entering the financial sector, he spent 13 years working in education. Harralson is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, employing a mix of manager-traded and model-traded strategies supported by internal research and advanced tools.

Denice Nelson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 credentials and has 32 years of industry experience. Her prior work includes 19 years at Securities Service Network, Inc., and she is currently involved as an agent in non-variable insurance and supports office operations at Ben Smith Life Compass Financial, Inc. 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, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Trevor Nunn is a CFP® professional with seven years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has worked with Raymond James since 2018 and also holds roles at Claycomb Wealth Management and as the owner of Nunn Wealth Management, LLC, which he uses for business accounting related to his advisory work. 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 charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports a large advisor network across multiple advisory programs.

Ryan Fischer is a financial advisor with Raymond James Financial in Lewisburg, KY, holding a Series 66 credential and three years of industry experience. He has worked at Raymond James Financial and related entities since 2023 and founded Fischer Wealth Management, where he serves as an associate. Prior to his advisory career, he held roles at Costco Wholesale and was involved in academic settings at the University of Central Florida and Indiana University Bloomington. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning supported by analytical tools and operates specialized programs in municipal advising and SIMPLE IRA employer consulting.

Keith Batchelor is a CFP® professional with 22 years of experience in the financial services industry, all with Edward Jones since 2004. He is based in Russellville, KY, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Batchelor is a part owner of Batchelor Farms, where he assists with year-end tax distributions and participates in operations related to a beef cattle business. Edward Jones is a wealth management firm serving over four million individual and institutional clients through a nationwide network of roughly 23,701 financial advisors. The firm offers a variety of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Gaebler is a financial advisor at Robert Baird & Co. with five years of industry experience and holds a Series 66 designation. His prior work includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and U.S. Bancorp Investments. He serves as Treasurer and Major League Commissioner on youth baseball boards in Warren County. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pension plans, and charitable organizations through a range of portfolio management, financial planning, and brokerage solutions.

Ellen Boortz is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019, previously working at Carpenter Company from 2013 to 2019. 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 large national network of advisors and branch offices.

Darian Goss is a financial advisor at Edward Jones in Franklin, KY, holding a Series 66 designation with three years of industry experience. Prior to his current role, he has worked at Edward Jones since 2021 and has experience in healthcare and local government positions. Outside of his advisory work, he is a certified personal trainer and fitness instructor at The Grande in Franklin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions backed by a large network of advisors and branch offices nationwide.

Richard Shepherd is a financial advisor with Edward Jones in Russellville, KY, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies through a large nationwide network of advisors and branches.

Seth Boortz is a Series 66-licensed financial advisor with Edward Jones in Russellville, KY, where he has worked since 2014. He has 11 years of industry experience. 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 and investment solutions through a nationwide network of advisors and branches.

Desmond Stock is a Series 66-credentialed advisor with Robert Baird & Co., bringing one year of industry experience. Prior to joining Baird Private Wealth Management, he served in the U.S. Army, 101 Airborne, 2BCT, Viper Company from 2016 to 2019. Outside of his advisory role, he has been involved in the management of Prestige Night Club & Lounge since 2019 and works part-time as a rideshare driver. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management serves individual, corporate, pension, and charitable clients with a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies, internal research including AI tools, and offers municipal advisory services, overseeing approximately $394 billion in regulatory assets as of the end of 2025.