Sydney Fessler is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Fessler held various roles across multiple sectors, including education and retail. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Robert Williams serves as a Wealth Management Advisor with Merrill Lynch Wealth Management in Lexington. He specializes in working with high-net-worth families and individuals, guiding them through wealth management, retirement planning, tax strategies, and major financial transitions. His approach involves coordinating various financial components to create a cohesive plan aligned with his clients' goals and values. With over 20 years of experience, Robert holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's degree from the University of Kentucky. Outside of his professional work, Robert is involved with The Living Arts & Science Center and enjoys activities such as basketball, football, music, running, soccer, swimming, and traveling, as well as spending time with his family.

Clayton Carter is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2019. Outside of his advisory role, he is the owner of The Dairy Dip, a food service business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

William Wilson is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Financial Securities Corporation for 17 years and Jefferson Standard Life Insurance for over four decades. Wilson is involved in several insurance-related business activities, including ownership roles in agencies offering fixed annuities, life settlements, and various insurance products. OSAIC serves a diverse client base comprising retail and institutional investors, offering integrated brokerage, advisory, and financial planning services. The firm utilizes asset-allocation tools and third-party platforms to construct portfolios that include a wide range of investment vehicles and supports both discretionary and non-discretionary account management.

Wyatt Amdor is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates is a large 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 financial planning and consulting with generally non-discretionary client implementation.

S. Thomas Ogden is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.J.B. Hilliard, W.L. Lyons, LLC and Citigroup Global Markets. Outside of his advisory role, he is the owner of JC Resorts LLC. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Chasidy Yocum is a financial advisor at Edward Jones in Lawrenceburg, KY, with seven years of industry experience. She holds Series 63 and Series 65 designations. Yocum has prior experience with several firms including Transamerica Financial Advisors, Inc., and has co-ownership in Premier Spray Foam, LLC, an insulation services business. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

James Master is a financial advisor at Robert Baird & Co. in Lexington, KY, with 34 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird & Co. since 2019, following a 27-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he serves as treasurer for a local homeowners association. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Master works, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research, including artificial intelligence, to support client investment decisions.

Andrew Turner is a financial advisor with Raymond James Financial, holding a Series 66 credential and five years of industry experience. He has worked with Raymond James Financial Services Advisors since 2021 and also manages office operations at Kinnett Borough Financial Group and Oakcrest Advisors in Lexington, KY. 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 nonprofits. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services such as municipal advising and SIMPLE IRA Employer Advisory programs.

John Gardner is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Gardner is based in Lexington, KY. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors. The firm employs both internal and third-party managers and supports a range of trading, administration, and custody functions.

Walker Borders is a financial advisor at Morgan Stanley in Lexington, KY, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018 and Morgan Stanley Private Bank, N.A. since 2023. His prior experience includes roles at Vanmeter Insurance Group and involvement with Tonys of Lexington and Livewell 30A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and analyses.

Stephanie Watts is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Unified Trust Company. Outside of her advisory role, she owns a small craft business called Hearth & Hollow in Liberty, Kentucky. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical modeling, and it supports its clients through a broad network of affiliated advisors.

Francis Almeida is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with LPL Financial since 2008. Almeida is also an independent agent selling life, health, disability, long-term care insurance, and fixed annuities. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, leveraging a broad network of investment adviser representatives and a range of discretionary and non-discretionary investment options.

Robert Davis is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. In addition to his advisory role, he serves as Vice President at Stock Yards Investment Services, providing financial services to bank customers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored financial planning and investment consulting using analytical tools and supports both advisory programs and institutional consulting through a large advisor network.

Sherry Holley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and 65 licenses and possessing 35 years of industry experience. Her prior roles include positions at J.J.B. Hilliard, W.L. Lyons, LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. She serves on the board and chairs 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, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and uses analytical tools to tailor strategies to client goals, supporting implementation through various advisory programs and maintaining specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 with LPL Financial in Lexington, KY, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2011 and previously spent three years at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory role, he is the owner of a real estate rental business, Low Tide LLC, based in Teton Village, WY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services platform.

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.

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.