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.

Melissa Creditt is a financial advisor with Robert Baird & Co. in Lexington, KY, holding a Series 66 designation and 19 years of industry experience. She has been with Robert Baird & Co. since 2019 and has worked at Hilliard Lyons since 2007. Melissa is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department. The firm serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and advisory services supported by internal research and advanced investment tools.

Ryan Busseni is a financial advisor at Merrill with Series 63 and Series 66 designations and less than one year of industry experience. His prior work includes roles at Fifth Third Bank, Fidelity Investments, Keystone Financial Group, and Fayette County Public Schools. Merrill, together 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Douthat is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at Fifth Third Bank from 2013 to 2017 before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support its financial planning process.

Mary Fiflis is a financial advisor at Cetera with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Principal Securities Inc. and ME Insurance Group, among other firms. Her activities include managing residuals from insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Lucas Mc Avoy is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Alliance Financial Planning, Commonwealth Financial Network, LPL Financial LLC, and Edward Jones. He is also involved in fixed insurance sales as a secondary business activity. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services supported by various advanced portfolio construction tools and multiple advisory platforms.

Nicholas Robinson is a financial advisor with Robert W. Baird & Co. Incorporated, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Baird, he worked at Fifth Third Securities and Fifth Third Bank, and his background includes roles outside finance such as at Sunglass Hut and in education at Bath County Schools and Eastern Kentucky University. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which 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, and separately managed accounts, supported by internal research, manager oversight, and a combination of manager-traded and model-traded strategies.

Mark Query is a financial advisor at LPL Financial with 42 years of industry experience and holds Series 63 and Series 65 credentials. He has been with LPL Financial since 1994. Outside of his advisory work, he is associated with Keepsake Inc., a business entity established for accounting purposes. 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 model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Samuel Collins is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following a tenure at J.J.B. Hilliard, W.L. Lyons, LLC beginning in 2002. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers with various investment strategies and overlay services.

Caleb Riggleman is a financial advisor at Edward Jones in Lexington, KY. He holds the Series 66 designation and began his advisory career with Edward Jones in 2026. Prior to joining the firm, he worked at Chowan University and the West Virginia Department of Highways, and he spent several years at Marietta College in various roles. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

John Blevins Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and two years of industry experience. He has held roles at Vine Street Private Wealth & Family Office and Lexington Private Wealth & Family Office, in addition to a prior 12-year tenure at Live Oak Bank. He serves as an unpaid advisory board member for Faithful Platform, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical tools, and supports municipal and public finance work through its affiliation with a municipal advisor.