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 credentials and bringing 15 years of industry experience. Prior to joining LPL Financial in 2023, Bryant worked at Robert Baird & Co. and Jjb Hilliard Wl Lyons LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various management approaches.

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 at Thrivent Investment Management with 11 years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2014. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

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.

Bradley Borough is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS Financial Services before joining Raymond James in 2020. Borough is also the owner of Kinnett Borough Financial Group, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Jessica Schmidt is a financial advisor with Merrill in Lexington, KY, holding a Series 66 designation and 17 years of industry experience. She has worked at Merrill since 2008 and is currently associated with Bank of America, N.A. since 2023. Schmidt serves as a council member for the Shriners Lexington Corporate Council, focusing on fundraising for Shriners Children's Hospital. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Rase is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He previously worked at Lincoln Financial and Lincoln Financial Securities Corp for over 20 years. Outside of his advisory role, he serves as a minister performing weddings and funerals when requested. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction supported by advanced tools and access to third-party money managers.

Blair Martin is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has previously worked at Tempur-Sealy, Inc., Blend Labs, Inc., and Pandora Media, Inc. Outside of his advisory role, he serves as Board President of Providence Montessori School in Lexington, KY. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, and institutional clients. The group offers tailored consulting and portfolio management services, employing a range of strategies from traditional equity and fixed income to more complex investments.

Lindsay Cornette is a Series 66-licensed financial advisor at Raymond James & Associates with six years of industry experience. Prior to joining Raymond James in 2020, she worked at Central Bank & Trust Co for two years and held positions in retail at Pottery Barn and Ulta. Outside of advising, she operates an Amazon storefront linked to TikTok videos where she shares product recommendations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutions, and municipal entities with a range of advisory and consulting services, employing various portfolio management styles supported by affiliated research and sub-advisers.

Dennis Kitchen is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, NA since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Sarah Gregory is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Corbett is a Wealth Management Advisor with over 27 years of experience in financial advising, currently practicing at Merrill Lynch Wealth Management in Lexington, Kentucky for the past twelve years. He specializes in legacy planning, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. His expertise includes guiding business owners through exit and retirement planning, assisting divorcees, widows, and widowers, crafting lifetime income plans for retirees, structuring retirement goal plans for pre-retirees, designing tailored financial strategies, and guiding clients through the estate planning process. Mr. Corbett holds a Bachelor's Degree from Western Kentucky University and holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He is involved with professional and community organizations such as Southland Christian Church, Business Networking International, and 210 Leaders, as well as guest services at Southland Christian Church. He is a devoted husband and father of three children, with his faith in Jesus Christ guiding him. Mr. Corbett enjoys playing golf, visiting great restaurants, traveling to interesting destinations, and is a follower of University of Kentucky Wildcats football and basketball programs, as well as those of Western Kentucky University and Boyle County High School.

Parker Rice is a Series 66 licensed financial advisor at Fidelity with one year of experience. His prior roles include positions at Longship and Andover Management Group, as well as diverse work history in education and small business operations. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Elizabeth Cawood is a Certified Financial Planner (CFP®) and holds a Series 66 license. She has six years of industry experience, including four years at Sargent and Greenleaf and seven years at Edward Jones. She is based in Lexington, KY. 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 supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Susan Cassell is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies to individual clients, focusing on areas such as family wealth management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Susan graduated Cum Laude from the University of Kentucky in 1999 with a Bachelor of Science degree in Economics and Finance. During her studies, she interned in retail, operations, and trust departments at a local bank. After graduation, she worked in trust operations and portfolio management at regional banks managing funds for non-profit and institutional clients. Pursuing professional development, she earned the Chartered Financial Analyst (CFA) designation in 2004 and holds additional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Lexington, Kentucky, Susan balances her career with family life, raising two children and caring for a dog. She values continuous learning and aims to support her clients in making sound financial decisions tailored to their individual goals. Additionally, she dedicates time to volunteer work within her community, reflecting the tradition of community participation upheld by Merrill.

Roger Collins II is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera and its affiliated entities since 2016, previously spending three years with Foresters Financial Services. Outside of his advisory role, Collins is the owner of One Chip at a Time, a woodworking business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and utilizes a multi-manager platform that includes affiliated and third-party model portfolios and program options varying in discretion and custody arrangements.

Susan Sadr is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1999, bringing prior experience as an Estate Planning Specialist for an insurance company and a Relationship Manager at a bank in Lexington, Kentucky. She works with highly educated professionals and business owners across the country, helping them manage their financial needs including retirement income planning, wealth transfer services, business owner strategies, and access to credit and lending services through Bank of America. Susan earned a Bachelor's degree in Political Science from the University of Kentucky and has studied foreign relations at the School of Diplomacy. She holds FINRA Series 7, 6, 63, and 65 registrations, life/health/variable annuity insurance licenses, and the Chartered Retirement Planning Counselor (CRPC) and Accredited Domestic Partnership Advisor (ADPA) designations from the College for Financial Planning Institutes Corp. She is fluent in English and Persian. Outside of her professional work, Susan is involved in community organizations such as Hope Center, JustFundKY, Nest, Red Cross, Soup Kitchen, Salvation Army, UNICEF, United Way, and YMCA. She enjoys traveling and embracing different cultures and is passionate about supporting cancer research and children's causes.