Skylar Price is a Series 66-credentialed advisor with Bankers Life Advisory Services, Inc., based in Bowling Green, KY. He has been with the Bankers Life family of companies since 2023 and has prior work experience outside the financial industry, including five years at Olive Garden. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage client portfolios.

Casey Tinius is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Landmark Financial Advisors, LLC. Outside of his advisory work, he serves as CFO for a mobile app company and is a board member for a local bank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Emma Watson is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. She previously worked at Western Kentucky University and Starbucks Coffee Co. Emma holds a Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a variety of investment strategies and advisory services through fee-based wrap programs, financial planning, and retirement plan consulting.

Wayburn Costellow is a financial advisor at AE Wealth Management, LLC with 17 years of industry experience. He holds the ChFC® designation and has worked at several firms, including Summit Tax Partners LLC and Magnolia Wealth Management LLC. Outside of his advisory roles, he teaches retirement planning courses through the Society for Lifelong Learning at Western Kentucky University and is involved with The Prepare Institute, a nonprofit educational organization. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers various investment strategies while managing approximately $49.8 billion for over 127,000 clients.

Jack Lewis is a financial advisor with GWN Securities Inc. in Bowling Green, KY, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining GWN Securities, he held various roles including positions at Montana Grille and Zeochem. He is also involved with Thoroughbred Asset Management, where he works as a registered assistant providing life insurance and financial services. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and model portfolios based on asset allocation and Modern Portfolio Theory, and is known for incorporating market-timing and momentum strategies in some of its legacy programs.

Toby Lewis is a financial advisor with GWN Securities Inc. in Bowling Green, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, Lewis is the owner of Thoroughbred Asset Management, a financial advising business, and serves on the board of Nelson County Schools Community Support Inc., which focuses on promoting local schools and raising scholarship funds. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment programs, including legacy market-timing and momentum-based strategies.

Thomas Higdon is a financial advisor at GWN Securities Inc. in Bowling Green, KY, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2014. Outside of his advisory role, Higdon serves as president of the McDowell Park Office Condominium Association, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.

Joshua Mansfield is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Empower Advisory Group and has previously worked at Prudential Insurance Company of America, Pruco Securities, State Farm, and Bankers Life. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm delivers its services through an integrated model linked to Empower’s recordkeeping platforms, offering both point-in-time financial plans and optional managed account solutions.

Chanley Lindsey is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at Landmark Financial Advisors, LLC and the WKU Center for Financial Success. Lindsey’s background also includes roles outside finance, such as positions at Indian Hills Country Club and Pink Lily Boutique. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Mallie Poore is a financial advisor with Truist Advisory Services holding a Series 66 designation and two years of industry experience. Prior to joining Truist Investment Services in 2025, she worked at Truist from 2021 to 2025 and had positions at Newton Financial Group, Aerie, Target, WKU, and Dillards. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager arrangements supported by third-party platforms and AI-enabled research tools.

Tanner Redmon is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, he worked at Western Kentucky University and The Home Depot. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and quantitative screening in its investment approach and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

William Borders is a CFP® with 22 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at Landmark Financial Advisors, LLC for 23 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a wide range of financial planning, asset management, and specialized retirement consulting services.

Jason Simpson is a CFP® and holds a Series 65 license with 10 years of industry experience. He currently works at Cerity Partners LLC, where he has been since 2023, following eight years at ARGI Investment Services. He is based in Bowling Green, KY. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Indudeep Chhachhi is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Cerity Partners since 2023, following a 13-year tenure at ARGI Investment Services, LLC. In addition to his advisory role, he is an associate professor and department chair at Western Kentucky University, where he teaches finance and oversees departmental administration. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

Jon Lawson is a financial advisor with GWN Securities Inc. based in Bowling Green, KY. He holds a Series 66 designation and has eight years of industry experience. Prior to joining the financial sector, he worked for nearly two decades at Bowling Green City Schools before retiring in 2017. Lawson is also licensed to provide life and health insurance information to clients. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice through a large network of approximately 423 advisors managing over $3.65 billion in assets.

Elizabeth Wilkins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She previously worked at Landmark Financial Advisors, LLC for 19 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2024. Wilkins serves as a board member of the Arts of Southern KY Foundation in Bowling Green, Kentucky. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and overseen by an internal Investment Committee.

Jordan Pruden is a Series 66-licensed financial advisor with Morgan Stanley in Bowling Green, KY, and has eight years of industry experience. He has worked at Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A., and previously spent two years at Merrill and one year at Service One Credit Union. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

James Jefferson is a CFA® charterholder with over 31 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with Hilliard Lyons for 21 years. Jefferson serves on the finance committee of Christ Episcopal Church and holds several roles with local organizations including the Inter-modal Transportation Authority and the Salvation Army of Bowling Green. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a range of investment strategies and emphasizes ongoing manager research and tax management.

Kayla Thomason is a Series 66-licensed financial advisor with Merrill in Bowling Green, KY, with six years of industry experience. Her career includes roles at Service One Credit Union and Bank of America, N.A., and she has taught yoga classes as a registered instructor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutions with model-based and discretionary investment strategies.

Monica Taylor is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. She has prior experience at Wells Fargo Advisors LLC and JJB Hilliard W.L. Lyons, LLC. Outside of her advisory role, she has been involved as a co-owner of a seasonal children’s consignment sale business and serves on the advisory board and marketing committee of the Women's Fund of South Central Kentucky. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides comprehensive financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a mix of manager-traded and model-traded strategies, tax management, and internal research, including the use of artificial intelligence, to deliver client advice.