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.

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 who holds a Series 66 designation and has been in the industry less than one year. He has prior experience working at the University of Kentucky Federal Credit Union since 2018 and previously worked in the hospitality sector. Outside of advisory services, he is a licensed notary and continues his role at the credit union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, leveraging model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

Patricia Verhalen is a CFP® with 22 years of industry experience, currently affiliated with OSAIC. She has worked previously at LPL Financial, Commonwealth Financial Network, and runs Alliance Financial Planning, LLC. Verhalen is also involved with LegalShield, referring legal and identity theft services. OSAIC serves a broad client base including retail and institutional investors, offering integrated brokerage and advisory services supported by various advisory platforms and asset-allocation tools. The firm provides access to multiple investment options and third-party managed-account solutions.

Justin Perkins is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He previously worked at CUSO Financial Services for nine years and has served with the University of Kentucky Federal Credit Union for six years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

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 with Fidelity in Lexington, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services, SunTrust Investment Services, and State Farm-related firms. He works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Kimborah Speir is a financial advisor with J.P. Morgan Securities in Lexington, KY, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career has been closely tied to various JPMorgan entities since 2019. Outside finance, she was involved with Palmers Fresh Grill for nine years. J.P. Morgan Securities LLC 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 in its recommendations.

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 at Wells Fargo Advisors in Lexington, KY, with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo entities since 2011. Cornett also owns and operates Innovation Wealth Management, a separate investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory offerings with various financial products and referral channels.