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.

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.

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.

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.

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 27 years of experience in the financial industry. He has been with LPL Financial since 2006. His outside activities include involvement with an online application system through FASVAS.COM. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and a range of investment management solutions.

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.