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.

Eric Bentley is a financial advisor with Edward Jones in Georgetown, KY, holding a Series 66 designation and 23 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Bentley is involved in agricultural businesses through Bentley Family Holdings LLC and Sycamore Spring Farm, and he participates in nonprofit work as a small group facilitator with Compass Ministries. He also serves as an advisory member supporting planned giving at Asbury University in Wilmore, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

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.

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.

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.

Thomas Current III is a financial advisor with Raymond James Financial, holding a Series 63 designation and 29 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1996 and Raymond James Financial since 2009. Outside of his advisory role, he owns Meadow Lane LLC, which holds his office property in Frankfort, Kentucky. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools for tailored, non-discretionary advice and supports a broad advisor network, with specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory programs.