Sarah Gregory is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Corbett is a Wealth Management Advisor with over 27 years of experience in financial advising, currently practicing at Merrill Lynch Wealth Management in Lexington, Kentucky for the past twelve years. He specializes in legacy planning, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. His expertise includes guiding business owners through exit and retirement planning, assisting divorcees, widows, and widowers, crafting lifetime income plans for retirees, structuring retirement goal plans for pre-retirees, designing tailored financial strategies, and guiding clients through the estate planning process. Mr. Corbett holds a Bachelor's Degree from Western Kentucky University and holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He is involved with professional and community organizations such as Southland Christian Church, Business Networking International, and 210 Leaders, as well as guest services at Southland Christian Church. He is a devoted husband and father of three children, with his faith in Jesus Christ guiding him. Mr. Corbett enjoys playing golf, visiting great restaurants, traveling to interesting destinations, and is a follower of University of Kentucky Wildcats football and basketball programs, as well as those of Western Kentucky University and Boyle County High School.

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 Certified Financial Planner (CFP®) and holds a Series 66 license. She has six years of industry experience, including four years at Sargent and Greenleaf and seven years at Edward Jones. She is based in Lexington, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Susan Cassell is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies to individual clients, focusing on areas such as family wealth management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Susan graduated Cum Laude from the University of Kentucky in 1999 with a Bachelor of Science degree in Economics and Finance. During her studies, she interned in retail, operations, and trust departments at a local bank. After graduation, she worked in trust operations and portfolio management at regional banks managing funds for non-profit and institutional clients. Pursuing professional development, she earned the Chartered Financial Analyst (CFA) designation in 2004 and holds additional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Lexington, Kentucky, Susan balances her career with family life, raising two children and caring for a dog. She values continuous learning and aims to support her clients in making sound financial decisions tailored to their individual goals. Additionally, she dedicates time to volunteer work within her community, reflecting the tradition of community participation upheld by Merrill.

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.

Darren Williams is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2025 and has prior experience at several firms including MML Investors Services and Westpoint Financial Group. Outside of his advisory role, he serves as a baseball coach at Sayre School in Lexington, KY. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

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® with 26 years of industry experience, currently with Robert Baird & Co. since 2019 and previously with J.J.B. Hilliard, W.L. Lyons, LLC. He is based in Lexington, KY. Outside of his advisory role, he is involved as an investing member in a commercial real estate venture near Fort Worth, TX. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services supported by internal research and manager oversight, managing approximately $394 billion in regulatory assets as of December 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.

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.

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.

Rachel Hooker is a Series 66-credentialed financial advisor with 10 years of experience at Thrivent Investment Management and Thrivent Financial in Richmond, KY. She serves on the board and finance committee of Habitat for Humanity for Madison and Clark Counties and acts as secretary for Leadership Madison County. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning through a network of advisors without discretionary trading authority.

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.