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.

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 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.

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.

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.

Patrick Kelly is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Ohio National Life Insurance and THE O.N. Equity Sales Company for 19 years. Kelly also serves as a life, disability, and long-term care insurance agent through Kelly Capital Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, portfolio management, and retirement advice solutions, supported by extensive technology and a broad network of over 22,800 advisors.

Taylor Porter is a financial advisor with Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Robert Baird & Co. since 2019 and has also worked at JJB Hilliard Wl Lyons LLC since 2015. Porter serves as a board member for New Vista, a nonprofit organization, where he reviews and makes recommendations on the organization's CD portfolio. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations with a range of financial planning and investment services. The firm employs a combination of manager-traded and model-traded strategies and offers municipal advisory services alongside comprehensive portfolio management and consulting.

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.