James Richardson is a CFP®-certified financial advisor with Morgan Stanley, possessing 39 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and previously held a role at Fifth Third Securities starting in 2004. He serves on the Kentucky Children's Hospital Executive Development Council. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Kyle Howard is a financial advisor with Fidelity in Lexington, KY, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at various Fidelity entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes proprietary fundamental research alongside quantitative and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Brett Meers is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, including roles at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Roy Gross is a Series 66-credentialed financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at American Medical Technologies and Towne Park. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Dustin Mc Gill is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2008. Outside of his financial career, he serves on the finance committee of Centerpointe Christian Church. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to offer customized, non-discretionary advice.

Matthew Galbraith is a financial advisor with LPL Financial based in Lexington, KY. He holds a Series 66 designation and has 16 years of industry experience. He has served as Vice President and Investment Sales Officer at Community Trust Bank since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

James Royse is a financial advisor with Merrill in Lexington, KY, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase, Fifth Third Bank, and People’s Exchange Bank. Merrill, along with 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 supported by internal and third-party managers for individual, high-net-worth, and institutional clients.

Lee Helmers is a financial advisor with Ameriprise based in Lexington, KY, holding CFP® and Series 66 credentials with 25 years of industry experience. His prior experience includes roles at U.S. Bancorp Investments, U.S. Bank, Keystone Financial Group, and LPL Financial. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with a focus on assets managed within Ameriprise accounts.

Mehrdad Bidarian is a CFP®-certified financial advisor with LPL Financial, based in Lexington, KY. He has 32 years of industry experience and has been with LPL Financial since 2007. Outside of his advisory role, he is involved in financial services related to non-variable insurance products. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing strategic model portfolios, third-party research, and a variety of investment strategies.

John Brooks is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has been with Robert Baird since 2019, following prior work at JJB Hilliard WL Lyons LLC starting in 2016. Brooks serves on several investment committees for local organizations, including the Blue Grass Community Foundation and the Episcopal Diocese of Lexington. Robert Baird & Co.’s Private Wealth Management department, where Brooks works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services such as financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, manager selection, and strategic partnerships.

Heather Long is a Planning Consultant currently focused on collaborating with clients to develop and maintain personalized financial plans tailored to their specific goals. She has experience working at Fidelity Investments, where she served as a Transition Services Case Manager from 2023 to 2024 and as a Client Services Associate from 2021 to 2023. Outside of her professional responsibilities, Heather is involved in family activities, parenthood, theater, traveling, and volunteering.

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 in Lexington, KY, holding a Series 63 license and over 53 years of industry experience. He has been with LPL Financial since 2002. Outside of advisory work, he serves as a trustee of his own retirement trust and operates a financial services business under the name Salomon & Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and nonprofits through a national network of advisors. The firm offers a broad range of financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by research and model portfolios.

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 designation and 15 years of industry experience. His career includes roles at Forcht Bank, Field and Main Bank, and BB&T entities. In addition to his advisory work, he has been involved with Hamburg Financial Group as an investment representative. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party resources.

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.