Tracy Francis is a financial advisor at LPL Financial with 23 years of industry experience. Prior to joining LPL Financial in 2025, Tracy worked at Grove Point Investments, LLC and Grove Point Advisors, LLC for four years, and at H. Beck, Inc. for 14 years. Tracy holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to various model portfolios and research.

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.

Kevin Kitchin is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Royal Alliance Associates and Ameritas Life Insurance Corp. He also operates Kitchin Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

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 designation and 32 years of industry experience. His career includes previous roles at HD Vest Insurance Agency and First Security Bank, as well as prior tenure at LPL Financial. Outside of his advisory work, he serves as a voter precinct worker for the Daviess County Fiscal Court. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a broad range of services, including financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Phoebe Raybine is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding a Series 66 designation and four years of industry experience. Her background includes roles at RW Baird and previous positions at companies such as J Crew and Starbucks. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and ongoing manager oversight.

Daniel Key serves as a Resident Director and Wealth Management Advisor at Merrill, where he specializes in helping clients design intentional financial plans that align with their values and life goals. Drawing on over 25 years of experience in financial services, he provides personalized wealth management strategies with a focus on discipline, communication, and a holistic, goals-based approach. He works with clients across various areas including college education planning, divorce transition planning, employee benefits, endowments, foundations, non-profits, legacy and philanthropic planning, personal retirement strategies, portfolio management, sports and entertainment, and retirement income. Prior to joining Merrill in 2003, Daniel spent five years with Prudential Securities. He holds a Bachelor's Degree from The Baptist College of Florida and a Master's Degree from Southern Baptist Theological Seminary. His professional credentials include Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional duties, Daniel is involved in community organizations such as Rotary International, OperaLex, Lexington Public Library Foundation, and The Village at Rabbit Run. He resides in Lexington with his wife and enjoys cooking, golfing, reading, and watching movies.

Martha Weeks is a financial advisor with Thrivent Investment Management in Lexington, KY, holding a Series 66 designation and 18 years of industry experience. She previously worked at Truist Advisory Services, First Kentucky Securities Corporation, and Ameriprise Financial Services, among others. Outside of her advisory role, she performs as a vocalist and instrumentalist with local music groups including The T-Bones and Rays Music Exchange. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning across various financial topics, allowing clients to combine planning with managed accounts under a consolidated billing option while maintaining separate services.

Jeffrey Ginnan is a financial advisor with Raymond James Financial in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has held positions at Central Bank & Trust Co. since 1995 and serves as Vice President at both Central Bank & Trust Co. and Central Investment Center, Inc. outside his advisory role. 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, utilizing tailored, non-discretionary planning and analytical tools to support client goals.

Barbara Inman is a Series 66-licensed financial advisor with 28 years of industry experience. She currently works at OSAIC and previously spent nine years with Lincoln Financial Securities Corporation. Outside of her advisory role, she owns a small business that creates and sells homemade crafts. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing various portfolio management tools and third-party platforms to deliver customized investment solutions.