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.

John Mcintosh is a CFP® with 39 years of industry experience, currently serving at Robert Baird & Co. since 2019. He has also worked at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. Mcintosh holds Series 63 and Series 65 licenses. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with strategies that span traditional and non-traditional asset classes.

Robert Preston is a financial advisor with Equitable Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is the managing partner of Pike & Preston, LLC, and is involved in life settlement sales through Ashar Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs. The firm operates a hybrid referral and implementation model that incorporates both advisory and brokerage/insurance channels.

Jessica Haralu is a CFP® with five years of industry experience and has been with Edward Jones since 2020. Prior to joining Edward Jones, she worked at Centre College and was involved with Harrodsburg Christian Church. Outside of her financial advising role, she works as a fitness motivator at CycleYOU Fitness & Sauna and has experience assisting at a local restaurant. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anne Oliver is a CFP® with 21 years of industry experience and is currently with Morgan Stanley in Lexington, KY. She previously worked for UBS Financial Services for 20 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services supported by structured planning tools and a wide range of advisory programs.

Kevin Stinnett is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Securities Corporation and Premier Financial Group. Outside of advising, he co-hosts a local TV and radio show focused on business news in Kentucky and publishes a monthly magazine and daily newsletter through The Lane Report, Inc. Additionally, he owns a property and casualty insurance agency. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using firm-provided asset-allocation tools and supports a broad array of investment platforms and third-party solutions.

Terry Smallwood is a financial advisor with Ameriprise in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Smallwood serves on the boards of Union College and the Alzheimer’s Association and is involved with Lexington Directions Inc., a tax-exempt organization focused on education and grant seeking in Lexington. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining proprietary research and modeling with a centralized consulting team to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jennifer Shliakhau is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019. Her prior experience includes roles at Hilliard Lyons, the University of Kentucky, Mulberry & Lime, and operating her own business, Simplify & Purse. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management using a variety of strategies and investment options, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

William Shaffer is a financial advisor with Edward Jones in Richmond, KY, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as Board Chair for First Christian Church in Richmond and is President of BASK, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Shelby Fink is a financial advisor with Ameriprise in Lexington, KY, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, Fink serves on the board of the Lexington Children's Museum. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and personalized recommendations within a defined investment framework.

David Bellamy is a financial advisor with LPL Enterprise, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for 10 years. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

Nathaniel Collier is a financial advisor with Thrivent Investment Management in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Thrivent since 2014 and THRIVENT Financial since 2015. Outside of his advisory role, he owns PSC Wealth Group, LLC, an S-Corp established for future business operations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial analyses without discretionary trading authority. Their approach includes a planning and managed-account program with consolidated billing options, focusing on holistic client planning rather than institutional portfolio management.

Raymond Borja is a Series 66 licensed financial advisor at LPL Financial with four years of industry experience. His prior work includes roles at Elemental Processing LLC and App Canna. He is also involved in Kenwick Wealth, an investment-related business associated with his LPL practice. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Von Koschembahr is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Farhad Rezaei is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity Investments, he held roles at the University of Kentucky’s Innovation and Population Health Center and Office of University Events, as well as positions at Central Bank Center and Lexington Center Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, with a focus on systematic methodologies and long-term asset allocation.

Charles Cummings is a financial advisor at Morgan Stanley in Lexington, KY, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at Houchens Insurance Group and has diverse experience including roles outside finance. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by firm-approved tools and comprehensive investment resources.