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 at Robert W. Baird & Co. with one year of industry experience. He holds the Series 63 and Series 65 designations and has prior work experience at Fifth Third Securities, Fifth Third Bank, Sunglass Hut, Eastern Kentucky University, and Bath County Schools. Robert W. Baird & Co.’s Private Wealth Management department, which includes The DDK Group, serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection and internal research tools.

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 with Robert Baird & Co. in Lexington, KY, holding a Series 66 designation and 23 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, LLC for 17 years before joining Robert Baird in 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research and tools including artificial intelligence, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

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 in Lexington, KY, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Raymond James in 2026, he spent 18 years with Merrill. 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, institutional and pension plans, and charitable organizations, offering financial planning and consulting services with a primarily non-discretionary approach supported by extensive research and a range of portfolio management strategies.

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.