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.

Roddy Scott is a financial advisor at Robert Baird & Co. with 52 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. since 1977. Outside of advisory work, he serves as a trustee for several family investment-related entities and manages a Florida LLC that owns and leases commercial property, providing commercial loans exclusively to family-controlled companies. Robert Baird & Co.’s DDK Group advises individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services. The firm employs a mix of in-house and third-party managers and provides a range of strategies from traditional allocations to complex, non-traditional investments, alongside municipal advisory and public finance services.

Dawn Thompson is a financial advisor with Primerica Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her work history includes roles at Trane Technologies and Harshaw Trane, alongside her ongoing positions with PFS Investments Inc and Primerica Financial Services. Outside of finance, she owns a farm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating a tiered wrap-fee structure and maintaining control over model selection and management.

Clayton Millen is a financial advisor at Fisher Investments with eight years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Allstate Financial Advisors, and Edward Jones. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and manages risk through tax-aware strategies and defensive tactics.

Dougie Hilliard is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to co-create, implement, and maintain personalized financial plans aimed at achieving their specific financial goals. Prior to his current role, Dougie held several positions within Fidelity Investments, including Relationship Manager from 2023 to 2025, Specialty and Employee Trading from 2022 to 2023, Fixed Income Trading in 2022, High Net Worth Service Associate from 2020 to 2022, and Customer Relationship Advocate from 2019 to 2020. This progression reflects his extensive experience in client relationship management and trading. Outside of his professional responsibilities, Dougie has interests in art, cars, golf, skiing, and traveling.

Rischi Sharma is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2006. Prior to joining LPL, he worked at Equitable Advisors for six years. Sharma is involved with an online application system through FASVAS.COM as a notable outside business activity. 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 range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors.

Justin Renner is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 65 licenses and is managing partner of Woodford Financial PLLC, where he provides accounting, tax, financial planning, and investment services. His prior experience includes roles at Avantax Investment Services and the Kentucky Department of Revenue. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robert King is a CFA® charterholder with 12 years of industry experience. He has worked at R.W. Baird & Company since 2021 and was previously employed by Central Bank & Trust from 2015 to 2021. He is based in Lexington, KY. Robert King is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and advisory services, supported by internal research and a combination of manager-traded and model-traded strategies.

Dawn Nelson is a CFP® and ChFC® credentialed financial advisor with 12 years of industry experience. She has been with Edward Jones since 2019 and previously worked at LPL Financial and WesBanco Securities. Outside of advising, she holds a real estate broker license in Kentucky through Affinity Realty of Kentucky, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, maintaining a nationwide network of advisors and branches.

Zachary Gates is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Advisors since 2022. He previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2014 to 2022. Outside of his advisory role, he serves as treasurer for The Frankfort Academy Christian Academy and is a finance committee member at Versailles Baptist Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Jesica Taylor is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has a diverse background including roles at the Kentucky Arts Council and Seattle University. Taylor also serves as Membership Chair for the Kentucky State Poetry Society, where she manages membership records and communications. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment offering.

Jason Pryor is a CFP® professional with 22 years of experience in the financial industry. He is currently associated with Raymond James Financial Services Advisors, Inc. and has previously worked at UBS Financial Services Inc. He is involved with Vine Street Private Wealth & Family Office, contributing to the development of its new business identity. 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, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports clients through various advisory programs.

Taylor Keck is a financial advisor with Morgan Stanley in Lexington, KY, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes positions at Florida Financial Advisors and Transylvania University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Christopher Henry is a financial advisor at Edward Jones in Lexington, KY, with four years of industry experience. He holds the Series 63 and Series 66 licenses and has prior work history at Republic Bank & Trust, Whitaker Bank, and Field & Main Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Samuel Storey serves as a Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to individual client goals, with a client focus that includes college education planning, family wealth management strategies, liquidity management, personal retirement planning, and portfolio management services. With a lifelong career in the financial services industry, Samuel's expertise encompasses managing new wealth, sports and entertainment finance, individual and corporate investment strategy, and retirement income planning. He holds a Chartered Retirement Planning Counselor (CRPC) designation and earned his Bachelor's Degree from the University of Kentucky. Outside of his professional work, Samuel is involved in the community through DanceBlue and has personal interests that include adventure sports, basketball, football, golfing, ice hockey, music, running, spending time with his family, traveling, and watching movies.