Robert Mitchell is a financial advisor with Raymond James & Associates in Lexington, KY, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill for eight years combined. His early career also includes roles outside finance at World of Beer and Starbucks. 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 a range of portfolio management styles and affiliated research resources.

Daniel Ryan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, and the Scott County School System. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Robertson is a financial advisor at Edward Jones in Lexington, KY, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions backed by a large national network of advisors and branch offices.

Henry Johnson is a financial advisor at Raymond James Financial with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Nancy Barron & Associates. Outside of finance, he has experience as a rugby referee and has worked in the food service industry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers non-discretionary planning tailored to client goals using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Charity Reed is a CFP®-designated financial advisor with Edward Jones in Nicholasville, KY, and has 15 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of managed solutions, separately managed accounts, and affiliated funds, operating under a fiduciary standard and providing both discretionary and non-discretionary advisory services.

Arthur Salomon is a financial advisor with LPL Financial, where he has worked since 2002. He holds a Series 63 designation and has 53 years of industry experience. Salomon serves as trustee of the Arthur R. Salomon Retirement Trust and operates several financial and business entities related to investment and fiduciary activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Robert Pollard Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he serves as trustee and successor trustee of the Linda B. Pollard Exempt Trust, managing securities and properties within the trust. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services supported by a nationwide adviser network.

Stephen Pitts is a financial advisor with LPL Financial in Lexington, KY, holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Forcht Bank, Field and Main Bank, and BB&T entities. He also has responsibilities with Hamburg Financial Group as part of his work with LPL. 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 financial planning and investment management services, utilizing a broad platform that includes model portfolios, third-party asset management, and institutional programs.

Audrey Back is a CFP® and Series 66-registered financial advisor with Edward Jones in Lexington, KY, where she has worked since 2019. She has seven years of industry experience, including over a decade at Ottobock prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jamie Williams is a financial advisor at Robert Baird & Co. with Series 66 credentials and seven years of industry experience. He has worked at Robert Baird since 2019 and has been associated with JJB Hilliard WL Lyons LLC since 2016. 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 range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, with ongoing manager selection supported by internal research and technology tools.

Wesley Wilson is a financial advisor at Edward Jones in Lexington, KY, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked with the New York Yankees and Wildcat Liquor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Thomas Bennett Jr. is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. for over 30 years. Outside of his advisory role, he is involved as Vice President and Treasurer of START, a position he has held since 1997, and owns a family farm in Indiana. 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 provides tailored financial planning and portfolio management services that utilize both in-house and third-party managers, offering various investment strategies and overlays to meet client goals and risk tolerances.

Karie Howard is a financial advisor at Raymond James & Associates with 18 years of industry experience. She previously worked at Merrill Lynch for 17 years before joining Raymond James in 2026. Outside of her advisory work, she is a co-owner of a boat dock rental business in Lancaster, Kentucky. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, including municipal advisory services and a variety of affiliated research and asset management resources.

Nicholas Hodges is a financial advisor at Edward Jones in Lexington, KY, holding a Series 66 designation. He has one year of experience in the financial industry, having joined Edward Jones in 2026. Prior to this, he worked in various roles outside finance, including positions at Ashley Furniture and Toyota Motor Manufacturing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

James Boyd is a financial advisor at Cetera with 28 years of industry experience. He holds a Series 63 designation and has worked at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Boyd is also the CEO of Conquer The Code, LLC, a writer and publisher, and president of J. Stephen Boyd, CPA, PSC, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

Benjamin Roscoe is a financial advisor with Edward Jones in Lexington, KY. He holds a Series 66 designation and has 11 years of industry experience, having been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market funds.

Taylor Porter is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Robert Baird & Co. since 2019 and at Jjb Hilliard Wl Lyons Llc since 2015. Porter serves as a board member of the nonprofit New Vista, where he reviews and makes recommendations for the organization’s certificate of deposit portfolio. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and other advisory services, incorporating manager selection, tax management, and internal research tools.

Bryce Cooper is a financial advisor at LPL Financial in Lexington, KY, holding Series 63 and Series 66 credentials with 11 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation and CUSO Financial Services, LP. He is also involved with the University of Kentucky Federal Credit Union. 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 financial planning and a range of investment programs, combining advisory services with extensive non-advisory financial activities and oversight of over $819 billion in discretionary assets.

David Hofe is a Series 66 credentialed financial advisor with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for six years at Southern Glazer's Wine & Spirits. Based in Lexington, KY, he provides wealth management services through Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and investment options, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Charters “Jay” Osborne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a senior member of Osborne Lawless & Associates, serving as one of the team’s planning counselors with a focus on annuities and individual stock research. Jay has been with Merrill since 2004. Jay holds a Bachelor's degree in Sport Sciences from The Ohio University. He has earned several professional designations, including Chartered Financial Consultant® (ChFC), Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA™), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He lives in Lexington with his wife, Leslie, and their two dogs. Jay is an active swimmer with the Wildcat Masters swim team and enjoys playing golf.