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 is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates with clients to develop personalized financial strategies tailored to their long-term goals. His client focus areas include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment financial planning, individual and corporate investment strategy, and retirement income. Samuel has spent his entire career in the Financial Services industry, driven by his commitment to helping people achieve their financial objectives. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Samuel earned a Bachelor's Degree from the University of Kentucky. Outside of his professional work, Samuel is involved with the community organization DanceBlue. He enjoys a variety of personal interests including adventure sports, basketball, football, golfing, ice hockey, music, running, spending time with his family, traveling, and watching movies.

Le Ticia Williams Preacely is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 credential and has worked at several firms, including Bank of America, Merrill, and Wells Fargo Clearing. Outside of her advisory role, she serves as a board member of the investment committee for the Kentucky United Methodist Foundation and is a pastor at The Source UMC in Lexington, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Paula King is a financial advisor with Primerica Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and previously served with the Lexington-Fayette Urban County Government for 13 years. Outside of her advisory role, she is involved with the Urban League of Lexington Fayette County as a Compliance Coordinator. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients under a wrap-fee structure.

Ian Long is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through positions including Investment Consultant, Relationship Manager, and Customer Relationship Advocate. Ian focuses on co-creating tailored financial plans that align with his clients' goals and preferences. He prioritizes ensuring that clients feel heard and understood during each appointment. Outside of his professional work, Ian has personal interests in football, social events with friends, movies, music, and traveling.

Jennifer Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lexington, KY. She holds a Series 66 designation and has 19 years of industry experience. Wilson has been with Raymond James and affiliated entities since 2016. Outside of her advisory role, she is an Associate Financial Advisor with Haven Financial Partners. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports its clients through various advisory programs and specialized institutional services.

Anthony Davidson is an investment advisor representative at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 15 years. In addition to his advisory role, he operates a CPA firm where he prepares individual tax returns annually for approximately 60 clients. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and multiple investment platforms that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Chris Jones is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been part of the financial services industry for several years, with experience that includes roles such as Portfolio Specialist and Client Management Representative at Fidelity Investments, as well as Retirement Representative at Nationwide Financial. His career reflects a long-term commitment to supporting clients' financial goals. Throughout his career, Chris has worked extensively in retirement planning and client relationship management. He emphasizes treating clients with the same respect and attention as he would his own family members. Outside of his professional work, Chris has interests in cooking and baking, fitness, movies, and parenthood.

Stephen Allen is a financial advisor at OSAIC with nine years of industry experience. He holds the PFS™ designation and has worked previously at Biechele Royce Advisors, Inc. and Allen CPAs & Advisors, PLLC. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers through a large network of affiliated advisors and multiple advisory platforms.

Sheila Edwards is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured planning tools and broad investment resources.

Kacie Miller is a financial advisor at Robert W. Baird & Co. who holds the Series 66 designation. She joined Baird in 2026 and has prior experience working at Kentucky Educational Television and the University of Kentucky. Baird’s DDK Group serves a variety of clients including individuals, corporate and business entities, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services using a combination of manager-traded and model-traded strategies, with ongoing internal research and manager monitoring.

Jami Mansour is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, Jami held roles at Fifth Third Securities and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is involved in advisory roles for multiple registered investment companies and fund-of-funds.

Mason Quinn is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at the University of Kentucky, Kentucky Farmers Bank, and Spectrum Financial Alliance. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves a diverse client base including individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Scott Carius is a financial advisor at Robert Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons beginning in 1999. Outside of his advisory role, he volunteers as a coach for South Lexington Youth Baseball. He is part of The DDK Group at Robert Baird, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional to complex allocations.

William Sanders is a financial advisor with Primerica Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been affiliated with Primerica Financial Services since 1991 and Primerica Advisors since 1988. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a wrap-fee structure and curates third-party asset managers while delegating trading to BNY Mellon Advisors.