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, specializing in assisting individuals, families, and business owners navigate their financial lives. She focuses on creating personalized financial strategies that align with clients' specific needs and long-term goals, emphasizing organization and confidence in financial management. Abbigael's approach centers on understanding client priorities, utilizing investments and banking tools to achieve their most important objectives. With a background that includes a degree in Economics from the University of Kentucky, Abbigael began her career at Merrill Lynch as an intern and later served as a Wealth Management Client Associate. As a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), she offers expertise in various areas such as college education planning, divorce transition planning, legacy planning, philanthropic planning, small business strategies, and investment strategy. A Kentucky native with Puerto Rican heritage, Abbigael engages deeply with her community through volunteer work with organizations like Girls on the Run, Habitat for Humanity, and Junior Achievement. Outside of her professional commitments, she enjoys activities such as cooking, gardening, golfing, hiking, music, painting, softball, spending time with 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 Baird & Co. with 15 years of industry experience. He holds a Series 66 designation and previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for eight years before joining Robert Baird in 2019. Outside of his advisory role, he serves as a board member for a family-owned agricultural farm and is an advisory board member for Peoples Exchange Bank. He is part of The DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and specialized separately managed account programs, utilizing internal research and technology such as artificial intelligence to support client advice.

Jonathan Norwood is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2019, following a tenure at Foresters Advisory Services LLC. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and third-party managers, and manages over $256 billion in assets through more than 10,000 advisors nationwide.

Katherine Wright is a financial advisor with Morgan Stanley in Lexington, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Baird from 2022 to 2024. Outside of her advisory role, Wright has been involved with DoorDash, Inc. as a contractor since 2020. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad range of retail and institutional investment options.

Blake Stahl is a financial advisor with LPL Financial in Lexington, KY. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, he worked at the University of Kentucky Federal Credit Union and has experience as a notary. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Patricia Verhalen is a CFP®-designated financial advisor with 22 years of industry experience. She is currently with Osaic Wealth and has previously worked at Alliance Financial Planning, Commonwealth Financial Network, and LPL Financial. Verhalen also refers legal and identity theft services through LegalShield. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that includes asset allocation, portfolio optimization, and both discretionary and advisor-managed strategies.

Justin Perkins is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has previously worked at Cuso Financial Services, FIFTH THIRD SECURITIES, Inc., and the University of Kentucky Federal Credit Union. Perkins is also involved with UKFCU Investment Services, providing investment products and services through LPL Financial. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented through various advisory tools and support systems.

Carmack Kersey is a financial advisor with Edward Jones in Winchester, KY, holding Series 63 and Series 66 credentials and possessing 39 years of industry experience. He has been with Edward Jones since 1986. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Eric Bentley is a financial advisor with Edward Jones in Georgetown, KY, holding a Series 66 designation and 23 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Bentley is involved in agricultural businesses through Bentley Family Holdings LLC and Sycamore Spring Farm, and he participates in nonprofit work as a small group facilitator with Compass Ministries. He also serves as an advisory member supporting planned giving at Asbury University in Wilmore, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Steven Sevits is a financial advisor with Mass Mutual Investors Services in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at MetLife Securities and MassMutual Life Insurance Company before joining Mass Mutual Investors Services in 2017. Outside of his advisory work, he is the owner of Sevits Family Farm, LLC, where he oversees farm activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, annual planning engagements.

Mark Mills is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. His prior roles include positions at Ameriprise Financial Services, SunTrust Advisory Services, and the John Patterson Insurance Agency. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios and oversees multiple registered investment companies and funds-of-funds.

Kimborah Speir is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her current role, she has worked in various capacities within JPMorgan entities since 2019 and was involved with Palmers Fresh Grill for nine years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, with a broad range of regulatory registrations reflecting its derivatives and commodities capabilities.

Wilbert Durr is a financial advisor with Primerica Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995 and previously worked at Lockheed-Martin (formerly Serv-Air Inc) from 1990 to 2021. In addition to advisory services, he is involved in sales of investment-related products and referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and maintains discretion over model offerings, utilizing a tiered wrap fee structure.

Louis Kessinger is a financial advisor at Robert W. Baird & Co. with the Series 66 designation and four years of industry experience. His prior work includes roles at DoorDash, Reinhardt University, and Henry Clay High School. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a mix of SMA strategies, tax management, and internal research tools.

William Cornett is a financial advisor with Wells Fargo Advisors in Lexington, KY, holding Series 63 and Series 66 licenses and with 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Chase Investment Services Corp. He is also the owner of Innovation Wealth Management, an independent investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutions by offering tailored investment and financial planning services that incorporate a broad range of strategies, including specialized areas such as business-owner transition and special-needs planning.