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.

Samuel Dickinson is a financial advisor with Robert W. Baird & Co. in Glasgow, KY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Dickinson serves as a board member and treasurer of the G Club and is involved with the Rotary Scout Reservation Foundation as a board member and on its investment and finance committee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, and provides municipal advisory and public finance services alongside its investment capabilities.

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.

Jacob Harper is a CFP® professional with 22 years of experience in the financial industry. He has been with Edward Jones since 2002, serving clients from the firm's Bowling Green, KY office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services under a fiduciary standard.

Hearne Harralson is a financial advisor at Robert Baird & Co. with a Series 66 designation and two years of industry experience. Prior to joining Baird in 2025, he worked at Edward Jones and First Southern National Bank. Before his career in finance, he spent 13 years in the education sector. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. 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.

Andrew Boyles is a CFP® with 10 years of industry experience and currently serves as a financial advisor at Stifel. He previously worked at Robert Baird & Co. and Hilliard Lyons. He is a board member of The Foundry Christian Community Center, a nonprofit preschool and after-school program in Bowling Green, Kentucky. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Denice Nelson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 credentials and has 32 years of industry experience. Her prior work includes 19 years at Securities Service Network, Inc., and she is currently involved as an agent in non-variable insurance and supports office operations at Ben Smith Life Compass Financial, Inc. 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, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Chasity Goshorn is a financial advisor at Stifel with six years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously at Wells Fargo Clearing for one year. Outside of her advisory role, she serves as President of the Board of Directors for the Barren River Area Child Advocacy Center and participates in local community awareness efforts. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Trevor Nunn is a CFP® professional with seven years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has worked with Raymond James since 2018 and also holds roles at Claycomb Wealth Management and as the owner of Nunn Wealth Management, LLC, which he uses for business accounting related to his advisory work. 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, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports a large advisor network across multiple advisory programs.