Patrick Hancock is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 11 years of industry experience. Before joining Raymond James, Hancock held positions at firms including Pt Pros Inc. and has roles with organizations such as The Walt Disney Company. Outside of his advisory work, he is involved as a board member for a university advisory board and participates in local media as a radio color analyst and sports show cohost focused on Louisville sports. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, corporations, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to support client goals and is known for its municipal advisory affiliation and specialized plan-level consulting programs.

Gregory Jacobs is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Cetera, he worked at LPL Financial, LLC for 13 years. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services.

Ryan Wolfe is a financial advisor at Equitable Advisors with a Series 66 credential. He has industry experience beginning in 2025, including prior roles at Meritrust Wealth Management, First Kentucky Securities, and Tri-Arrows Aluminum. He also has five years of experience associated with Bellarmine University. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs using both proprietary and third-party advisory models.

Dallas Tuggle is a financial advisor with Equitable Advisors in Louisville, KY. He holds a Series 66 designation and joined the firm in 2025. Prior to entering the industry, he worked at Epic Systems for four years and attended Eastern Kentucky University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm works with a variety of investment models and third-party managers, offering services that include ERISA fiduciary consulting and a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Tony Edelen is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with a longer tenure at JPMorgan Chase Bank dating back to 2009. Outside of his advisory role, he has a financial interest as an owner and partner in a separate business entity, THE VERNON LLC, but does not have day-to-day responsibilities there. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through a non-discretionary program supported by centralized due diligence and an in-house manager solutions team.

Dennis Frank is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Cetera since 2020 and has been owner of Dennis Frank Financial since 2009. His other business activities include serving as an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary accounts.

Carrol Wood III is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Raymond James entities since 2013. Outside of his advisory work, he is an owner and independent contractor at Clearpath Financial LLC and serves as a subcommittee member for the Tony Delk Basketball Academy Golf Event. 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 offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and has unique offerings such as municipal advisory services and employer SIMPLE IRA consulting programs.

Tom Thornhill is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and JP Morgan Securities. Thornhill is also a financial consultant with Ohio State Life Insurance on a limited basis. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Benjamin Weible is a Series 66 credentialed advisor at Stifel with 11 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Brian Helm is a financial advisor with Edward Jones in Fisherville, KY, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of advisory strategies under a fiduciary standard.

John Scott is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Louis T. Roth & Co., Crossings Camps, and Chic-Fil-A Restaurants among others. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes third-party asset managers and sponsored advisory programs, offering diverse investment options such as mutual funds, ETFs, and alternative investments while providing ERISA fiduciary services to qualified plans.

Joel Shepherd is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes service in the United States Air Force and Air National Guard, as well as roles with Pruvit and Epic Sands, LLC. Outside of his advisory work, he is involved in coaching at Highlands Latin School in Louisville, KY. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mason Morris Frey is a financial advisor with Equitable Advisors in Louisville, KY, holding a Series 66 designation. He began his advisory career in 2026 at Equitable Advisors. Prior to that, his work experience includes roles in various industries such as logistics, technology, and retail. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and utilizes a range of third-party asset management programs.

Alaya Walker is a financial advisor at Equitable Advisors in Louisville, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Equitable Advisors in 2020, she worked at Parallon (NPAS) and was involved with Super Chefs. Outside of financial advising, she assists her spouse in operating a mobile food truck business, Chicagos Jerk Tacos. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models and third-party asset managers to deliver customized investment solutions.

Merrick Hicks is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Wright is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 12 years of industry experience and has been with Cambridge since 2013. Wright is also vice president of Payrite Accounting Services, a company offering tax, payroll, and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party models across multiple platform arrangements.

Slone Alley is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Foresters Financial Services and Georgetown College. Alley is also owner of Green Hills Advisory and a part owner of Salt River Holdings, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Bossle Jr. is a financial advisor with Equitable Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Equitable Advisors since 2015, following time at Axa Advisors, LLC. Outside of his advisory work, he serves as a basketball and youth football official in multiple local and collegiate leagues. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and personal or plan information.

David Price is a financial advisor at Edward Jones in Shelbyville, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Marrillia Design and Construction and Operation Parent. 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 wide range of advisory programs, investment solutions, and affiliated financial services through a large nationwide network of advisors and branches.

Kamron Terry is a financial advisor at Edward Jones in Shelbyville, KY, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he is a member and guitarist for the musical group Alice Blue Gown. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.