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 Roberts is a financial advisor at LPL Financial in Richmond, Kentucky, with 40 years of industry experience. He has held his current role since 2009 and holds a Series 63 designation. Outside of his advisory practice, Roberts is involved in a non-variable insurance business operating under his name. 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, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

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.

Allison Shaffer is a financial advisor with Edward Jones in Richmond, KY, holding a Series 66 designation and one year of industry experience. Prior to focusing on financial advising, she was involved with Boone Creek Outdoors and participated in the Kentucky Governor's Scholars Program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of advisors and branch offices.

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® 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 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.

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 with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2011. Outside of his role at Wells Fargo Advisors, Cornett owns and operates Innovation Wealth Management in Lexington, KY. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet a net-worth threshold and integrates advisory services with banking and other financial products.

Elias Hodges is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at ACS Testing/Training Inc. from 2013 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients including corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

Trent Owens is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has built his career since 2000 in the Lexington office. He works closely with clients and their families to identify and pursue their financial goals through personalized wealth management strategies. His expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, tax minimization, and retirement income. Trent holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Kentucky. Trent also participates in community volunteer work, reflecting the Merrill tradition of engagement with the communities they serve.

Shehzad Boghani is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work experience includes roles at 21st Mortgage, Ascensus, and Target. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services alongside brokerage and custody solutions.