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 designations and bringing 22 years of industry experience. He previously worked at Edward Jones from 2007 to 2010 before joining LPL Financial in 2010. Moore also operates a separate business under the name JLA Financial Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research assistance.

Jason Young is a financial advisor with LPL Financial based in Lexington, KY, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Royal Alliance Associates and Ameritas Life Insurance Corp. In addition to his advisory work, he serves as president of VFG Benefit Solutions, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Clyde Pelton Jr. is a financial advisor with Morgan Stanley in Lexington, KY, holding Series 63 and Series 65 designations and with 31 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Benjamin Keller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James, he worked at UBS Financial Services, Inc. for six years and practiced law at Wyatt Tarrant & Combs, LLP for twelve years. Keller is involved in managing Summit Square Partners, LLC, a support company for his financial advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains a broad advisor network with specialized capabilities in municipal advisory and SIMPLE IRA employer consulting.

Chris Tischner is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he leads and supports a team of financial professionals dedicated to assisting clients with complex and comprehensive financial planning. His mission centers on understanding client needs and providing focused support to his team to meet those needs effectively. Chris has extensive experience within Fidelity Investments, having served in various roles since 2004. His career progression includes positions such as Assistant Branch Leader, Financial Consultant, Investments Representative, Financial Representative, Retirement Investment Services Representative, and Customer Support Services Representative. This breadth of experience underscores his deep knowledge of financial services and client support. Outside of his professional responsibilities, Chris enjoys activities such as beach outings, boating, fishing, golf, spending time at the lake, and traveling.

Abbigael Woodcock is a Financial Advisor with Merrill Lynch Wealth Management. She assists individuals, families, and business owners in navigating their financial lives by developing personalized financial strategies that align with their unique priorities. Abbigael focuses on helping clients feel organized, confident, and in control of their financial decisions through tailored wealth management services. Her areas of expertise include college education planning, divorce transition planning, legacy and philanthropic planning, managing new wealth, personal retirement planning, small business strategies, and investment strategies for both individuals and corporations. Abbigael holds a Bachelor's Degree from the University of Kentucky and is designated as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Beyond her professional work, Abbigael is involved in community organizations such as Girls on the Run, Habitat for Humanity, and Junior Achievement. Her personal interests include cooking, gardening, golfing, hiking, music, painting, softball, spending time with her family, traveling, and writing.

Eric Withrow is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with individuals, families, and businesses to develop holistic financial plans aimed at helping clients work towards their financial goals. Eric has been with Fidelity Investments since 2000, progressing through various positions including Service and Trading Representative, Specialty Trading, Fixed Income Specialist roles, Assigned Relationship Manager, and Investment Management Consultant levels II and III before becoming a Financial Consultant and subsequently Vice President. This extensive experience has provided him with a comprehensive understanding of investment management and client relationship management. Outside of work, Eric's interests include fitness, hiking, running, skiing, reading, and exploring culinary experiences as a foodie.

Jeff Moore is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones in Lexington, KY. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and separately managed accounts, operating under a fiduciary standard.

Robert Kessinger is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory work, Kessinger serves as a board member for a family-owned agricultural farm and is an advisory board member for Peoples Exchange Bank. The DDK Group at Robert W. Baird & Co., where Kessinger works, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management using various separately managed account programs, and utilizes internal research and manager monitoring to inform client advice.