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.

Kenneth Tindall is a CFP® professional with 17 years of experience in the financial industry. He has been with Edward Jones since 2008. Outside of his advisory role, he is the owner of a commercial rental property business operating through Extra Inning, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Mehrdad Bidarian is a financial advisor with LPL Financial in Lexington, KY, holding the CFP® designation and Series 63 and 65 licenses. He has 33 years of industry experience and has been with LPL Financial since 2007. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch, Bank of America, and Nancy Barron & Associates. Outside of his advisory role, he has experience as a rugby referee and has worked in the food service industry. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individual, institutional, and nonprofit clients. The firm provides 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.

Thomas Bennett Jr. is a financial advisor with Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Baird in 2019, he spent 23 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, Bennett serves as Vice President Treasurer for START, a nonprofit organization, since 1997. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded SMA strategies, tax-management, and direct-indexing capabilities, supported by internal research and strategic affiliations.

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.

Rickie Miller is a financial advisor at Edward Jones in Richmond, KY, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 with Cetera, holding a Series 63 designation and 28 years of industry experience. He has worked with Avantax and its affiliated entities for over two decades and operates Boyd Wealth Management. Outside of his advisory work, Boyd serves as CEO of Conquer the Code, LLC, a writing and publishing business, and is president of J. Stephen Boyd, CPA, PSC, focusing on tax preparation and accounting. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform, providing access to both affiliated and third-party managers across various program structures.