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. Myers is based in Lexington, KY. 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 institutional fiduciary services.

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.

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.

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 at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial and Lincoln Financial Securities Corp for over two decades. Outside of advisory activities, he serves as a minister, conducting weddings and funerals when requested. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

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 with J.P. Morgan Securities in Lexington, KY, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, NA since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative manager due diligence with forward-looking capital market assumptions to develop model asset allocations.

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 CFP®-certified financial advisor with Edward Jones in Lexington, KY, where she has worked since 2019. She has seven years of industry experience, including four years at Sargent and Greenleaf prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and is notable for its extensive retail advisor network and affiliated financial services.

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.

Griffin Johnson is a financial advisor at Edward Jones in Lexington, KY, holding the Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2016. 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, supported by a large nationwide network of financial advisors and branch offices.

Dale Ditto is a CFP® professional with 26 years of experience in the financial industry, currently serving at Robert Baird & Co. since 2019. His prior experience includes roles at J.J.B. Hilliard, W.L. Lyons, LLC and UBS Financial Services. Outside of his advisory role, he is involved as an investing member in a company developing light industrial and warehouse space near Fort Worth, TX. He works within the DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Robin Seale is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Raymond James since 2013 and serves as a trustee for the Linda B Pollard Appointment Trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management styles and affiliated research.