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.

Mark Brewer is a financial advisor at LPL Financial with 38 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004, following a prior role at Ameriprise. Brewer is a Series 63 license holder and is also an independent insurance agent. He serves as a board member of LogiCircuit Inc. and provides notary public services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad range of strategies delivered by a large network of advisors and maintains significant non-advisory financial services alongside its advisory platform.

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 financial advisor with Thrivent Investment Management in Lexington, KY, holding a Series 66 credential and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Lawson serves as a board member for the Christian Appalachian Project, a nonprofit organization focused on aiding individuals living in poverty in Appalachia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a range of financial topics, with options to combine planning with managed accounts under a consolidated billing arrangement.

Sally Butler is a Financial Advisor with Merrill Lynch Wealth Management, providing tailored wealth and business planning services that encompass investments, banking, and lending through Bank of America. She joined Merrill Lynch Wealth Management in 2025 and is passionate about financial literacy, focusing on delivering confidence to clients during pivotal moments in their lives and careers. With over 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 global experience spans the hyper-growth technology, hedge fund, and professional services sectors, including roles at Google, Pershing Square Capital, and McKinsey & Company. She works closely with entrepreneurs, business owners, and their advisors to address complex financial decisions such as business exits, lock-ups, unrealized capital gains, and single-stock concentration. Sally is uniquely positioned to assist clients and their families in managing wealth transfer and promoting financial literacy across generations. Sally earned a Bachelor's Degree from the University of North Carolina at Chapel Hill as a Morehead-Cain Scholar, graduating Summa Cum Laude and Phi Beta Kappa with a degree in Geography. She also holds a Master's Degree with honors in Public Policy from the Kennedy School of Government at Harvard University. Outside of her professional work, Sally resides in Lexington, KY, is a native Texan, and volunteers with Habitat for Humanity. She enjoys travel, long-distance cycling with her husband Mark, and culinary exploration.

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.

William Sealey is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at Royal Alliance Associates, Ameritas Life Insurance Corp, PNC Wealth Management, and Natcity Investments, Inc. He also operates Sealey Investment Group, a firm affiliated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and specialized institutional platforms.

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.

Tracy Francis is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 23 years of industry experience. Prior to joining LPL in 2025, she worked at Grove Point Investments, LLC and Grove Point Advisors, LLC from 2021 to 2025, and H. Beck, Inc. from 2007 to 2021. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bryan Pope is a financial advisor at Robert Baird & Co. with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Robert Baird & Co. and JJB Hilliard W.L. Lyons LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a comprehensive range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research and a mix of manager-traded and model-traded strategies.

Thomas Roberts is a financial advisor with Raymond James Financial in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Raymond James Financial since 2002 and serves as Vice President at Central Investment Center Inc., a support company, alongside his advisory role. Roberts also has experience with Central Bank & Trust and has worked as a professional referee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting, with a notable affiliation in municipal and public finance.

Jonathon Tilford is a financial advisor with Edward Jones in Versailles, KY, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as pastor and president of My Fathers House Church, a nonprofit organization in Versailles. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of investment strategies and affiliated financial services.

William Maguire is a financial advisor with Raymond James & Associates in Lexington, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Bank of America, Merrill, and Northwestern Mutual. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles and affiliated research.

Ryan Pyles is a financial advisor with Charles Schwab in Lexington, KY, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Schwab, he worked at Centre College and was involved with the Heartland Umpires Association for several years. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from Schwab Center for Financial Research.