Brady Reynolds is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Investment Planners, Inc., and Indian Hills Country Club. Prior to his advisory roles, he was employed in various positions including at Western Kentucky University and Hardin Public School District. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base ranging from individuals and families to institutions, offering a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Charles York Jr. is a financial advisor with First Command Advisory Services. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory career, he served in the United States Army for eight years. He is also the owner of C.L. York and Sons Home Solutions LLC, through which he provides financial advisory services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

David Strauss is a financial advisor with First Command Advisory Services, holding a Series 66 credential and four years of industry experience. Prior to joining First Command, he served multiple terms in the US Army from 2016 to 2022. He is also the Chief Executive Officer of Bourbon Trail Financial Management, LLC, a financial company that handles payroll for First Command employees. First Command Advisory Services, Inc. is an SEC-registered investment adviser focusing on individuals, corporate, and charitable clients, with particular attention to active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

William Wright is a Series 65 licensed financial advisor with 17 years of industry experience. He currently works at J.W. Cole Advisors, Inc. and previously managed The Wright Legacy Group, LLC for 20 years. Outside of his advisory role, he serves as a trustee on the board of Campbellsville University and owns Wright Farm, a cattle and hay operation. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Ben Wassom is a financial advisor at Cerity Partners LLC with a Series 65 designation and two years of industry experience. Prior to joining Cerity Partners in 2023, he held positions in various retail and service roles, including at The Men's Warehouse and Bellhop. Cerity Partners is an SEC-registered investment adviser serving a diverse client base ranging from individuals and families to institutions. The firm offers comprehensive wealth management services with an emphasis on customized, diversified portfolios and access to alternative and private-market investments.

Andrew Anastasia is a financial advisor at First Command Advisory Services with one year of industry experience. Prior to his current role, he served 25 years in the U.S. Army. He holds Series 65 and Series 63 credentials. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Jessica Blaisdell is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has served in the U.S. Army for eight years and has been with First Command in various capacities since 2013. Blaisdell is also Treasurer of the Fort Knox Spouses and Community Club, where she manages books and records for community scholarships and grants. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor portfolios from a prescreened list of managers.

Coleman Logsdon is a Series 65-licensed financial advisor at Cerity Partners LLC with two years of industry experience. His background includes roles at ARGI Financial Group and UPS, as well as teaching experience at Georgetown College and North Hardin High School. He has also worked at Lincoln Trail Country Club. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses a tailored approach combining proprietary quantitative screens with third-party managers and individual securities to build client programs, and it operates multiple private-markets offerings alongside affiliated pension consulting and insurance services.

Madison Maggard is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 11 years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering a range of financial planning, investment consulting, and municipal advisory services.

Kristen Manco is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has previously worked at First Command and Aflac. Outside her advisory role, she has served as an assistant softball coach and fitness consultant in Elizabethtown, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and offices.

Kyle Todd is a financial advisor at Edward Jones in Elizabethtown, KY, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Cellular Advantage and Northwestern Mutual. Outside of finance, he owns Foxhead Studios, providing photography and videography services to local sports teams and individuals. 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 nationwide network of financial advisors and branch offices.

Amy Rodgers is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. She has worked at Cetera and its affiliates since 2018, including roles at CUNA Brokerage Services and Abound Credit Union. Outside of her advisory work, she is co-owner of a laser engraving business operating under ACR Enterprises, CampfireShop.com, and HSHCreates.com. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to diverse investment strategies.

Jeffrey Thomas is a financial advisor with LPL Financial in Elizabethtown, KY, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and consulting services, with both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Leslie Adams is a financial advisor with J.P. Morgan Securities in Elizabethtown, KY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of finance, she is co-owner of Mister DJ Sound, Inc., an entertainment business providing sound and lighting for concerts and events. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory model.

Brandon Hustead is a Series 66-credentialed financial advisor with Edward Jones in Elizabethtown, KY, bringing two years of industry experience. Prior to his current role, he worked at Hawx Services and held various positions while completing his education. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Patrick Swan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Nationwide Investment Services and Wells Fargo Funds Management. He serves as a committee member for Home of the Innocents, participating in finance and new business committees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains a unique affiliation with a municipal advisor to support its public finance work.

Megan Minton is a financial advisor at Fidelity with six years of industry experience. She has held positions at Fidelity Investments, J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Charles Schwab. Outside of her advisory work, she is the owner/operator of High Societea Rentals & Inflations, an authentic British bone china rental business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and funds.

Alexander Rice is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and technology solutions.

Jason Mcgrew is a financial advisor with Raymond James Financial Services Advisors, Inc. in Elizabethtown, Kentucky, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked with First Financial Bank and Yellow Cardinal Brokerage Services alongside his role at Raymond James. 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, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals while maintaining municipal and public-finance advisory capabilities.

Rebecca Todd is a Series 66-licensed financial advisor with Edward Jones in Elizabethtown, KY, where she has worked since 2008. She has 17 years of industry experience. Outside of her advisory role, Todd serves on the board of directors for an advocacy and support center and teaches online biology courses as an adjunct instructor at Kentucky Wesleyan College. 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 with a nationwide network of 23,701 advisors, offering a range of discretionary and non-discretionary investment solutions alongside affiliated mutual funds and tax-efficient services.