Alexander Brown is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His background includes roles at the University of Kentucky Federal Credit Union and CUSO Financial Services, LP. He is also involved with UKCU Investment Services, an affiliated investment-related business. 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 a large network of investment adviser representatives.

Walter Taylor is a financial advisor with Charles Schwab in Lexington, KY, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at PNC Investments for five years before joining Charles Schwab in 2020. He serves as a board member of the Baptist Health Foundation in Lexington. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options along with a broad range of integrated brokerage and custody services.

Travis Musgrave is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has spent his entire financial services career since joining the firm in 1990. He leads Musgrave Dunn & Associates, a team that provides customized wealth planning and financial services focused on sophisticated, goals-based strategies for high net worth families and institutions. Travis collaborates with clients to address complex financial objectives including portfolio management, tax minimization, retirement income, and legacy planning. With more than 27 years of experience, Travis has earned recognition as one of Barron's "Top 1,200 Financial Advisors" from 2009 through 2025 and has been listed on Forbes' "Best-in-State Wealth Advisors" from 2018 through 2025. His expertise spans areas such as investment strategy, retirement planning, and endowment services. He holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC), among others. Travis earned a bachelor's degree in accounting and finance from the University of Kentucky and has completed graduate work in portfolio theory. He is active in the community, serving as a board member of Camp Horsin' Around and the Blue Grass Community Foundation. Outside of his professional commitments, he enjoys activities such as adventure sports, boating, golf, music, reading, skiing, surfing, traveling, yoga, and spending time with his family.

John Stogner is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. He has worked at Cetera and related entities since 2017 and previously spent 19 years with Foresters Financial. Outside of his advisory role, he is co-founder of Triple Crown Financial and serves as executor of his mother's estate. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across a variety of program structures.

Frank Patton is a CFP® professional affiliated with LPL Financial, bringing 25 years of industry experience. His prior roles include positions at Cetera and Foresters Advisory Services. Outside of his advisory work, he is a 50% owner of a rental property business. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amy Harper is a financial advisor with Raymond James Financial in Lexington, KY, holding a Series 63 designation and 23 years of industry experience. She has worked with Raymond James Financial since 2010 and is also the sole member of Dermann and Smith Personal Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Logan Watts is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2022 and at Bank of America, N.A. since 2024. Prior to his financial services career, he spent five years at Toyota Motor Manufacturing in Kentucky. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gustavo Nazario is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked with Cetera and its affiliated entities since 2019 and previously held roles at Foresters Advisory Services LLC and Foresters Financial Services. Outside of finance, he has experience as an independent musician. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Jessica Belville is a financial advisor with Raymond James & Associates in Lexington, KY, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at PNC Bank and the University of Kentucky Bookstore. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Shelly Nelson is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Baird since 2019, following a year at Hilliard Lyons. Prior to her financial advisory career, she was involved with the United States Hunter Jumper Association for three years. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary portfolio management, with strategies that incorporate both traditional and non-traditional investments.

Joseph Fink IV is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the University of Kentucky Alumni Association Investment Committee and is involved in several business ventures, including management and ownership roles in various LLCs. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities and uses a combination of research, modeling, and automated tools to deliver customized retirement income recommendations.

Douglas Donald is a financial advisor with Cetera who holds the PFS™ designation and Series 63 license, bringing 27 years of industry experience. He has previously worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors. Donald also serves as president of Divorce Financial Solutions LLC, where he focuses on divorce financial planning and related forensic work, and leads divorce workshops in the Lexington, KY area. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform that provides access to affiliated and third-party money managers and various program options.

Grant Houchens is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Front Runner Investments, K5 Capital Group, and Lexington Sporting Club, as well as a teaching role at Williamstown Jr Sr High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including model portfolio delivery and fund advisory.

Marnie Steen is a financial advisor with J.P. Morgan Securities based in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Merrill, Bank of America N.A., and Truist Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with final decision-making authority retained by clients.

Tyler Mainous is a financial advisor with LPL Financial in Lexington, KY, holding CFP® and CFA® designations along with a Series 66 license. He has 22 years of industry experience, including prior roles at Cetera, VOYA Financial Advisors, and Morgan Keegan & Company. Outside of his advisory work, he is a licensed attorney and is involved in buying and selling domain names. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions supported by extensive research and technology tools.

Eugene Glowatch II is a Series 66-licensed financial advisor with Equitable Advisors in Lexington, KY, where he has worked since 2007. He has 19 years of industry experience, including 13 years at Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver customized investment solutions.

Elizabeth Robertson is a financial advisor with Raymond James & Associates in Lexington, KY. She holds a Series 66 designation and has 19 years of industry experience, including 13 years with Raymond James. 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 financial planning and investment consulting with an emphasis on non-discretionary strategies supported by firm research and affiliated portfolio managers.

James Richardson is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Lexington, KY. His prior roles include positions at Merrill and Fifth Third Securities. He is a member of the Kentucky Children's Hospital Executive Development Council. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kyle Howard is a financial advisor with Fidelity in Lexington, KY, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes roles at Fidelity Investments and J.J.B. Hilliard, W.L. Lyons, LLC. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Brett Meers is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015, including prior experience at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG framework.