Roddy Scott is a financial advisor with Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 42 years before joining Robert Baird in 2019. Outside of his advisory role, he serves as a trustee and managing member for several family-related trusts and LLCs involved in investment and finance activities. Robert Baird & Co. serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools to support its advisory work, managing approximately $394 billion in regulatory assets as of December 31, 2025.

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 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.

Amara Ferguson is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012. Outside of her advisory role, Ferguson is a co-owner of Galo Combatives Group, a defensive training business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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 & Co., Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked with the Kentucky Arts Council and Seattle University. Jesica 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 individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary buy/sell recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

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 63 and Series 65 designations and four years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and Florida Financial Advisors, as well as positions outside of finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

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.

Michael Estes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 24 years of industry experience. His career includes roles at Ameriprise Financial, Kentucky Bank, and U.S. Bancorp Investments. He also provides advice and investment products to bank customers through his associate positions at Stock Yards Financial Services and Stock Yards Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, institutional, and high-net-worth clients. The firm uses a non-discretionary approach tailored to client goals, supported by analytical tools and specialized programs including municipal advisory and SIMPLE IRA employer consulting.

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.