Mark Query is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and boasting 42 years of industry experience. He has been with LPL Financial since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

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 at Raymond James Financial with one year of industry experience. He holds the Series 66 designation. Prior to joining Raymond James, he was self-employed and spent over a decade at Live Oak Bank. Outside of his advisory role, he serves as a non-paid advisory board member for Faithful Platform. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 Series 66 credentialed financial advisor with LPL Financial in Lexington, KY, and has 23 years of industry experience. He has worked at LPL Financial since 2007 and also has a longstanding role with Community Trust Bank since 2001. 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, financial planning, and retirement plan consulting, with access to model portfolios and research from LPL Research and third-party subadvisors.

Alexis Rae Sharma is a CFP® with 22 years of industry experience, currently advising clients at LPL Financial since 2006. She holds a Series 66 license and is based in Lexington, KY. Outside of her advisory role, she is involved in a fixed insurance business operating under Assembly Pointe Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, supported by various model portfolios and research from multiple sources.

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.