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.

Linda Custer is a financial advisor with UBS Financial Services in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at UBS since 2007 and also maintains a role at Mcdonald Investments Inc. since 2000. Outside of her advisory work, she serves as an executor for the estate of Carol L. Hoffman. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and delivering tailored financial plans supported by proprietary research and model-based asset allocations.

Christopher Hargis is a financial advisor with LPL Financial in Lexington, KY, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2007 and also has a longstanding role with Community Trust Bank beginning in 2001. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a broad array of investment strategies and operational support tools.

Alexis Rae Sharma is a CFP® professional with 22 years of industry experience, currently serving at LPL Financial since 2006. Prior to joining LPL, she worked at Equitable Advisors from 2004 to 2006. Outside of her advisory role, she operates a fixed insurance business, Assembly Pointe Financial, and is involved with a real estate rental enterprise in Lexington, KY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a variety of asset classes.

Lee Myers is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Merrill for 18 years before joining Raymond James in 2026. 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 broad client base including individuals, institutional investors, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.

Jamie Bryant is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining LPL Financial in 2023, Bryant worked at Robert Baird & Co. for four years and JJB Hilliard W.L. Lyons LLC for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, and serves over 22,800 advisors managing more than $819 billion in discretionary assets.

Timothy Dunn Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on providing holistic financial advice to a select group of high net worth families, helping them maximize their wealth and implement asset protection and tax planning strategies. Timothy's approach emphasizes continuous guidance tailored to business owners, professionals, and affluent families to support their financial goals. Before joining Merrill, Timothy practiced as an estate and business planning attorney in Lexington for nearly a decade and served as managing partner of a regional law firm's Lexington office. He has expertise in areas such as estate planning, asset preservation, business succession planning, executive compensation, and tax minimization. Timothy holds FINRA Series 7 and 66 securities registrations and is licensed as a Life and Health Insurance Agent by the Commonwealth of Kentucky. Timothy earned a Bachelor of Arts degree in Economics and a certificate in Accounting from Eastern Kentucky University, as well as a Juris Doctor degree from the University of Kentucky College of Law. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Timothy is a member of the Kentucky Bar Association and has served on the boards of the Blue Grass Community Foundation and the Lexington Philharmonic Society. He is also actively involved with the Bluegrass Land Conservancy. In his personal time, Timothy enjoys golfing, running, and spending time with his family.

Nicole Harris is a financial advisor with Raymond James & Associates in Lexington, KY, holding Series 63 and Series 65 licenses. She has 30 years of industry experience and has been with Raymond James & Associates since 2013. 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, non-discretionary investment consulting, and municipal advisory services.

Brittany Lawson is a financial advisor with Thrivent Investment Management in Lexington, KY, holding a Series 66 designation and 12 years of industry experience. She has worked with Thrivent since 2014, including 11 years at THRIVENT Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a range of topics such as retirement, income tax, and estate planning, with the option to combine planning services with managed accounts under a consolidated billing program called “WealthPlan.”

Thomas Jarboe Jr. is a financial advisor with Mass Mutual Investors Services in Lexington, KY, holding a Series 66 designation and having 23 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2009. Outside of advising, he is involved in the sale of fixed health, life, and disability insurance products and is a silent partner in a countertop sales business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Robert Isaacs is a financial advisor with Primerica Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His work history includes roles at PFS Investments Inc. and Roe Excavating, where he spent nine years. In addition to his advisory duties, he is self-employed as an estimator for Spectrum Contracting Services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-based strategies and a limited selection of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure for its services.