Sherry Holley is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. She has worked with J.J.B. Hilliard, W.L. Lyons, LLC since 2009 and has been with Raymond James Financial Services, Inc. since 2018. Holley serves as Chair of the Finance and Investment Committees at Transylvania University and is involved with the Holley-Slaughter Charitable Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, nonprofit, and institutional clients. The firm offers tailored non-discretionary planning and supports advisory programs through a large network, with specialized services including municipal and public-finance advisory work.

Andrew Muncy is a financial advisor with Wells Fargo Clearing in Lexington, KY, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at PNC Investments from 2014 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Courtney Clark is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Courtney worked at PNC Bank and was self-employed before that. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Devin Tweed is a financial advisor at LPL Financial with 18 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2011. Outside of his advisory role, he is the owner of Low Tide LLC, an investment-related real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, and retirement consulting, offering both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Holly Hatfield is a financial advisor with Mass Mutual Investors Services in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her career includes roles at Edelman Financial Engines, Guardian Life Insurance Company, and Park Avenue Securities LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational programs.

Lawson Brendle is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working closely with clients to define their financial goals and develop personalized portfolio strategies. He focuses on areas including education planning, executive compensation, legacy planning, personal retirement planning, portfolio management services, and serving clients in the sports and entertainment sectors. Lawson emphasizes a client-centered approach, adapting financial plans as individual circumstances evolve. He holds a Bachelor's Degree and a Master's Degree from Auburn University at Montgomery. Lawson has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His background reflects a commitment to collaboration and service, shaped by early experiences in sports and church community. Outside of his professional work, Lawson participates in community activities through Reality & Truth Ministries. His personal interests include basketball, football, golfing, table tennis, volleyball, spending time with family, and watching movies.

William Arnett is a financial advisor at Robert Baird & Co. in Lexington, KY, holding a Series 66 designation. He has been with Baird since 2024, with prior experience including a role at Worthington Hills Country Club and periods as a student. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Mackenzie Hancock is a Series 66-licensed financial advisor with Morgan Stanley in Lexington, KY, with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, Hancock worked at the University of Kentucky, Lowe’s Home Improvement, and Panera Bread. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Thomas Kessinger is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and previously spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. He is also a co-trustee of family trusts established in 1999 and an investor in a restaurant group. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a variety of investment strategies and both in-house and third-party managers.

Christopher Neuhaus is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been associated with various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and conflicts of interest through delegated sub-advisers and formal governance procedures.

Robert Lawson is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Lexington, KY, and has 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Lawson serves on the board of the Christian Appalachian Project, an organization focused on providing services to people living in poverty in Appalachia. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without discretionary portfolio management. The firm supports ongoing and one-time planning engagements delivered by a network of financial advisors.

Sally Butler is a Financial Advisor at Merrill Lynch Wealth Management, where she provides tailored wealth and business planning services including investments, banking, and lending. She joined Merrill Lynch in 2025 and focuses on delivering confidence to clients at pivotal points in their lives and careers. With more than 20 years of experience in financial services and advisory roles, Sally has held senior executive positions in Finance, HR, Corporate Development, and M&A. Her experience spans hyper-growth technology, hedge funds, and professional services sectors with companies such as Google, Pershing Square Capital, and McKinsey & Company. She has a particular understanding of the needs of entrepreneurs and business owners, working closely with tax and legal advisors on comprehensive estate planning. Sally is qualified as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Sally holds a Bachelor's Degree as a Morehead-Cain Scholar from the University of North Carolina at Chapel Hill, graduating Summa Cum Laude and Phi Beta Kappa with a BA in Geography, and a Master of Public Policy with honors from the JFK School of Government at Harvard University. She speaks English and French and is involved with Habitat for Humanity. Outside of work, she enjoys antiquing, cooking, gardening, genealogy, hiking, knitting/crocheting, music, reading, soccer, and spending time with her family.

Angela Dement is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She has held roles at JPMorgan Chase Bank, N.A., JJB Hilliard WL Lyons LLC, and Wells Fargo Advisors, LLC. Dement holds Series 63 and Series 66 licenses and is based in Lexington, KY. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gannon Marshall is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience, previously working at FS Payments and Bank of America, N.A. Outside of finance, he has been involved with the United Way of the Bluegrass. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Haney is a financial advisor with J.P. Morgan Securities in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is a member and part owner of Swivet Group LLC, a commercial real estate company. 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 through a combination of advisory and brokerage capabilities.

Robert Adams is a financial advisor with Ameriprise in Lexington, KY, holding a Series 63 credential and with 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a practice management business called Semper Idem and has authored a book titled *Reflections of a Scared Soldier Boy in Vietnam*. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware advice focused on dependable income sources for clients near or in retirement.

John Cadwell is a Series 66 credentialed financial advisor with 11 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and related firms since 2018 and previously spent six years at BB&T. He also serves as a Vice President and Relationship Manager at Farmers National Bank, where he assists clients with financial planning, insurance planning, strategic lending, and trust planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Jeffrey Antle is a CFP® and Series 66-registered advisor with 14 years of industry experience. He has been with Edward Jones since 2011. 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 wrap fee strategies, and operates under a fiduciary standard.

Margaret Sutton is a financial advisor with Robert Baird & Co. in Lexington, KY, holding a Series 66 designation and 12 years of industry experience. She has worked at Robert Baird & Co. since 2019 and concurrently with J.J.B. Hilliard, W.L. Lyons, LLC since 2013. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, 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 traditional and non-traditional investment strategies.

Julio Levisohn is a Financial Advisor at Merrill Lynch Wealth Management. He works with successful professionals, business owners, affluent families, and individuals approaching retirement to provide clarity, confidence, and coordination in their financial lives. His role involves integrating investment management, retirement planning, tax-aware strategies, and wealth planning into cohesive approaches tailored to his clients' goals and values. Levisohn's expertise includes family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. He helps clients organize and simplify their financial lives, build and preserve long-term wealth, create retirement income strategies, and coordinate planning with other trusted professionals. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Levisohn earned a Bachelor's Degree from the University of Kentucky and a Master of Business Administration (MBA) from the University of Phoenix. He is bilingual in Spanish and English. His community involvement includes participation with organizations such as Make a Wish, Meals on Wheels, and The Humane Society.