Elizabeth Akin is a financial advisor with Raymond James & Associates in Lexington, KY, holding Series 65 and Series 63 designations and bringing 29 years of industry experience. Her prior roles include nearly 16 years with Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a trustee for her father's and grandmother's trusts. 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 solutions.

Jack Mulloney is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Total Quality Logistics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Lenora Trachsel is a CFP®-designated financial advisor with Edward Jones, where she has worked since 1988, totaling 38 years of industry experience. Based in Georgetown, KY, her background includes ownership and involvement in thoroughbred breeding and racing through Trachsel Farm, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and offices.

Mirlen Hernandez is a financial advisor with Edelman Financial Engines in Lexington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Edelman Financial Engines, Hernandez worked at Fidelity Investments and Amazon. Outside of finance, Hernandez is a photographer and editor with Aperture Artistry. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and a long-term investment approach.

Hannah Easterling is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has prior experience with CUSO Financial Services and the University of Kentucky Federal Credit Union. Easterling is involved with UKCU Investment Services, a trade name for her LPL business. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tyler Williams is a Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to understand their financial goals and situations, utilizing Fidelity's tools and resources to develop tailored financial plans. Tyler has been with Fidelity Investments since 2021, holding positions as an Investment Consultant from 2023 to 2025, Investment Solutions from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. His experience includes client relationship management and investment consulting. Outside of his professional work, Tyler enjoys football, golf, spending time at the lake, and engaging in outdoor adventures.

Jamie Hatter is a financial advisor with Robert W. Baird & Co. in Danville, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2020, Hatter was involved with the Lincoln County Board of Education and operated a daycare and learning center. He also has experience with Zion Baptist Church. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals.

Danielle Clarke is a financial advisor with Merrill in Lexington, KY, holding Series 63 and Series 65 licenses and having 12 years of industry experience, all with Merrill since 2014. She is also the owner of a limited liability company involved in a non-investment business related to cattle. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrews Barker is a CFP® with seven years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Lexington, KY. His background includes roles at Gratz Park Private Wealth and Raymond James & Associates, Inc., and he manages a single-family real estate rental property. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christina Stephenson is a Financial Consultant at Fidelity Investments, where she works closely with clients to understand their financial goals and build trust as a financial partner. She has experience in financial planning and investment guidance aimed at helping clients pursue their objectives. Prior to her current role, Christina was a Financial Planner at Nationwide Financial from 2019 to 2023 and served as a Retirement Specialist at Nationwide Financial from 2017 to 2019. Her professional background encompasses various aspects of financial planning and retirement services. Outside of her professional life, Christina enjoys activities such as spending time at the beach, engaging in family activities, listening to music, caring for pets, reading, and running.

Guy Quinn is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lexington, KY, holding a Series 63 designation and 33 years of industry experience. He has been involved with Elevon Wealth Management since 2018 under a succession agreement, supporting client services in an independent contractor capacity. His work history includes long-term roles at Raymond James and Southwest Florida Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs and municipal finance work through a large advisor network.

Marc Moore is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2010. Moore also operates a business under the name JLA Financial Services, LLC. 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 financial planning and advisory programs, including retirement plan consulting and brokerage services, with discretionary and non-discretionary management supported by research and third-party subadvisors.

Jason Young is a financial advisor with LPL Financial based in Lexington, KY, holding Series 63 and Series 65 credentials and accumulating 26 years of industry experience. His prior roles include positions at Royal Alliance Associates, Ameritas Life Insurance Corp, and Ameritas Investment Corp. He also serves as president of VFG Benefit Solutions, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services incorporating discretionary and non-discretionary management with support from internal and third-party research.

William Evans is a financial advisor with Osaic Wealth, Inc. based in Lexington, KY. He holds Series 63, 65, and 66 licenses and has nine years of industry experience, including prior roles at Charles Schwab, TD Ameritrade, BB&T Now Trust, and Thrivent Financial. Outside of his advisory work, he is the owner of a personal residential rental business. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes various advisory platforms and third-party services to offer integrated brokerage, investment advisory, and portfolio management solutions.

Emily Biggins is a Series 66-licensed financial advisor with Morgan Stanley in Lexington, KY, with 11 years of industry experience. She has been with Morgan Stanley since 2015 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory role, Biggins serves on the Investment Committee of the Junior League of Lexington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad suite of investment offerings while providing advisory services aligned with its Financial Advisors and Estate Planning Strategies Group.

Justin Hughes is a financial advisor with Charles Schwab & Co., Inc. in Lexington, KY, holding a Series 66 designation and 14 years of industry experience. He previously worked at TIAA-CREF and Tiaa from 2016 to 2020 before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves a large client base primarily comprising high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by centralized custody and operational infrastructure.

Tyler Martin is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. He provides guidance across areas such as general investing, retirement planning, and saving for unexpected events. He also connects clients with Bank of America specialists for services including banking, credit, home financing, and small business solutions. Tyler holds a Bachelor's Degree from the University of Kentucky. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). These certifications support his expertise in delivering specialized financial advice. Beyond his professional work, Tyler is involved in the community through participation with Habitat for Humanity.

Corey Zacher is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of the Bluegrass and Trust Co and Commonwealth Credit Union. Charles Schwab & Co., Inc. serves a large client base primarily of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Vincent Montgomery is a financial advisor with Wells Fargo Clearing in Lexington, KY, holding Series 66 and Series 63 credentials and nine years of industry experience. His work history includes multiple roles within Wells Fargo entities and prior positions at Spectrum Financial Alliance LTD LLC and Family Wealth Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from its own investment institute with third-party data to support diversified portfolio management.

Harry Hadden III is a financial advisor with Ameriprise in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. His prior work includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.