Kelley Orr is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Orr spent 10 years at LPL Financial, LLC. Orr is also a 50% owner of Private Ledger Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm’s comprehensive planning includes areas such as retirement, education, risk, and wealth transfer, using proprietary research and tools to develop customized recommendations.

Ricki Hobgood is a financial advisor with Robert Baird & Co. who holds a Series 63 designation and has 48 years of industry experience. Prior to joining Robert Baird in 2019, he worked at J.J.B. Hilliard, W.L. Lyons, Inc. since 1977. Outside of his advisory role, he is a board member of the Honorable Order of Kentucky Colonels with involvement on the Investment Finance Committee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a range of investment strategies and overlays, including discretionary and non-discretionary management, with additional municipal advisory and public finance capabilities.

Christopher Sampley is a Series 66-licensed financial advisor with three years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at Fifth Third Bank/Fifth Third Securities, Drew Cunningham Insurance, and the City of Henderson. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Madison Haycraft is a financial advisor with Ameriprise in Owensboro, KY, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2018, she worked at Kentucky Wesleyan College and was involved with the Owensboro United Soccer Club. Outside of her advisory role, Madison develops new business relationships and conducts client service meetings through an outside employment arrangement with Rainmaker Corporation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Susan Clark is a financial advisor at Robert Baird & Co. with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Robert Baird & Co. since 2019, previously affiliated with Jjb Hilliard Wl Lyons LLC. Outside of her advisory role, she is an owner and landlord of several properties in Kentucky. Robert Baird & Co.’s DDK Group, where Susan works, provides tailored wealth management services to individuals, families, institutions, and nonprofit clients. The group offers a range of portfolio management and financial planning solutions, including discretionary and non-discretionary management, with access to both traditional and complex investment strategies.

Nathaniel Baer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked briefly at Konica Minolta Business Solutions and held roles with minor league baseball teams, including the Bowling Green Hot Rods and Kane County Cougars. He also has a background working at Wheaton College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

David Marshall is a Series 66-licensed financial advisor with Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons, LLC, bringing 13 years of industry experience. He has been with Robert Baird since 2019 and has served on the executive committee of St. Joseph's Peace Mission for Children in Owensboro, KY. He is part of The DDK Group at Robert W. Baird & Co., which advises a range of clients including high-net-worth individuals, families, and institutional entities. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Travis Chaney is a financial advisor with Ameriprise in Owensboro, KY, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Chaney is involved in several entrepreneurial ventures, including consulting firms and music-related businesses focused on artist development and publishing. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Krista Velez is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has previously worked at Owensboro Health for over three decades. Outside of financial advising, she has been involved with Classical Conversations since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Sarah Badertscher is a financial advisor at Edward Jones with credentials including the Series 66 designation and a combined industry experience of approximately ten years. Her prior roles include positions at Marcus Bosley & Associates and First Security Bank. Based in Owensboro, KY, she has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Weston Jacob is a CFP® with four years of industry experience, currently advising at Robert W. Baird & Co. since 2021. His background includes roles outside finance, such as work in interior design and retail. Located in Owensboro, KY, he holds the Series 66 designation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a diverse mix of managed account strategies and emphasizes ongoing manager selection supported by internal research and technology.

Nicholas Wright is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at All State and Northwestern Mutual, alongside his current tenure at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Tracy Thacker is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and offering 36 years of industry experience. Prior to joining Raymond James, he worked for Edward D. Jones & Co. for 27 years. He is co-owner and financial advisor at Thacker Wealth and Retirement, serving clients in Owensboro, KY. 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 emphasizes non-discretionary planning tailored to client goals, utilizing analytical tools and risk profiling, and supports municipal and public finance work through its affiliation with a municipal advisor.

John Gleason is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and four years of industry experience. He has worked at several firms, including LPL Financial LLC, Old National Bank, and Money Concepts Capital Corp. He is currently associated with Thacker Wealth and Retirement, where he serves as a financial advisor. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Alexander Augenstein is a financial advisor with LPL Financial in Owensboro, KY, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior experience includes roles at JPMorgan Chase Bank and related entities, as well as The Prudential Insurance Company of America. He is involved with German American Investment Services Group, offering investment products and services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

David Renshaw is a financial advisor with Edward Jones in Owensboro, KY, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Hamilton is a financial advisor at Robert Baird & Co. based in Owensboro, KY, with five years of industry experience. He holds a Series 66 designation and previously worked at Stock Yards Bank & Trust. He 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 and portfolio management services, combining internal research and manager-selected strategies to provide advisory solutions.

Heath Greenwell is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Greenwell serves as Vice-President on the Board of Directors for the Owensboro/Daviess County Estate Planning Council and owns Rainmaker Inc., a business that manages the strategic and administrative operations of his financial practice. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored planning and written recommendations focused on retirement income strategies, utilizing firm research and third-party tools.

Nolan Thomas is a financial advisor with Robert W. Baird & Co. in Owensboro, KY, holding a Series 66 designation and two years of industry experience. He previously worked at Sterett Companies, LLC for ten years and Thomas Co, LLC for fourteen years. Nolan serves as the trustee of an irrevocable trust related to his late grandfather, which was liquidated following the death of its primary beneficiary. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a wide range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both traditional and non-traditional investment strategies through in-house and third-party managers.

Dathan Deisher is a financial advisor with Raymond James Financial Services Advisors, Inc. in Owensboro, KY, holding a Series 66 designation and 13 years of industry experience. He was previously with Edward Jones for 11 years before joining Raymond James in 2024. Deisher is also the managing member of Deisher Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.