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® 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.

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 at Thrivent Investment Management with 18 years of industry experience. She holds a Series 66 designation and has worked at several firms including Truist Advisory Services, First Kentucky Securities, and Edward Jones. Outside of her financial career, she performs as a vocalist and instrumentalist with local music groups The T-Bones and Rays Music Exchange. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and planning across various financial topics without discretionary trading authority.

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 financial advisor with Osaic Wealth, Inc. in Lexington, KY, holding a Series 66 designation and 29 years of industry experience. She previously worked at Lincoln Financial Securities Corporation, UBS Financial Services, and Merrill. Outside of her advisory role, she owns a retail business called Sassy But Classy, producing and selling homemade crafts. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various investment types and supports multiple advisory platforms and third-party money managers.

John Mcintosh is a financial advisor with Robert Baird & Co. in Lexington, KY, holding CFP®, Series 63, and Series 65 designations and bringing 39 years of industry experience. His prior firms include J.J.B. Hilliard, W.L. Lyons, LLC, UBS Financial Services, and Citigroup Global Markets. 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, profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, portfolio management, separately managed accounts, and brokerage, utilizing a mix of manager-traded and model-traded strategies along with internal research and advanced tools in client advising.

Robert Preston is a financial advisor with Equitable Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Equitable Advisors since 2005 and previously held roles at AXA Advisors and Mony Securities Corporation. Outside of his advisory work, Preston is the managing partner of Pike & Preston, LLC, and is involved in life settlement sales and insurance appointments related to accidental, catastrophic illness, dental, health, vision, and term life coverage. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients to appropriate models and discretionary managers without sponsoring its own wrap fee program.

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.