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.

Robert Reames is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has been with JJB Hilliard W.L. Lyons LLC since 2015. Robert W. Baird & Co.’s DDK Group, where he is based, serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management. The group offers a range of services including discretionary and non-discretionary management, separately managed accounts, and overlays, covering traditional and non-traditional investment strategies.

James Gould is a financial advisor with Thrivent Investment Management in Versailles, KY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at VeBridge Holdings/Konica Minolta Business Solutions for nine years. 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 covering retirement, tax, estate, business continuation, divorce, and special needs topics, with services delivered on a one-time or ongoing basis.

Matthew Fritts is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019 and Hilliard Lyons since 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and investment tools.

Sawyer West is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience and previously worked with the YMCA of Central Kentucky and Bluegrass Greetings LLC. Before entering the financial services industry, he spent five years teaching at the middle and high school levels. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes multiple program structures and third-party managers.

Kristin Smith is a financial advisor at Robert W. Baird & Co. in Lexington, KY, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird since 2013. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies and investment approaches including separately managed accounts and overlay services.

Matthew Roth is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Truist Investment Services, Cetera, WesBanco Securities, and ownership of Roth Insurance and Financial Services. Outside of finance, he owns and operates a rental townhome in Lexington, Kentucky. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of investment advisory programs under a fiduciary standard.

Kevin Kitchin is a CFP® with 23 years of industry experience, currently serving at LPL Financial since 2023. His prior roles include positions at Royal Alliance Associates and Ameritas Life Insurance Corp. He also operates Kitchin Financial Services, a tax and investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Grigori Bagdasaryan is a financial advisor with Mass Mutual Investors Services in Lexington, KY, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with Mass Mutual since 2006 and also works as a sales agent in individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships that emphasize goal analysis and written recommendations without investment discretion.

Brittany Edelen is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 15 years of industry experience. She has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. Outside of her advisory role, Edelen serves as a board member and secretary for the nonprofit I Would Rather Be Reading and is co-founder of Triple Crown Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various program structures and investment strategies.

Paul Haire is a financial advisor with LPL Financial in Lexington, KY, holding a Series 63 license and 32 years of industry experience. He has worked at LPL Financial since 2000, with a break between 2017 and 2019 when he was affiliated with HD Vest firms and First Security Bank. Outside of his advisory role, he serves as a voter precinct worker for the Daviess County Fiscal Court. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Phoebe Raybine is a Series 66 licensed advisor at Robert Baird & Co. in Lexington, KY, with four years of industry experience. She has held roles at Robert W. Baird since 2021 and previously worked at J Crew, Starbucks, the University of Kentucky, Kroger, and Gap. The DDK Group at Robert W. Baird serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services through a range of separately managed account programs and strategic investment approaches.