William Watson is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Watson is involved in several consulting and business ventures, including ownership and management roles in digital marketing, property management, music publishing, and artist management. He also serves on the finance committee of Immaculate Church and is a member of the Green River Community Food Warehouse board. Ameriprise is an institutional firm that offers a retirement-income planning service designed for individuals with significant investable assets. The firm provides comprehensive, non-discretionary retirement recommendations using research, modeling, and tax-efficiency analysis, combining automated tools with advisor collaboration to support clients approaching or in retirement.

Clinton Howard is a financial advisor with LPL Financial in Owensboro, KY, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Osaic FS, Inc. in 2003. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

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 at Robert Baird & Co. with 48 years of industry experience. He holds a Series 63 designation and 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 is a partner in a yogurt franchise and serves as a board member on the Investment Finance Committee of the Honorable Order of Kentucky Colonels. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 31, 2025.

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 financial advisor at Robert W. Baird & Co. with 14 years of industry experience. He holds a Series 66 designation and has worked at Baird since 2019, previously spending seven years at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory role, he serves as an executive committee member for St. Joseph's Peace Mission for Children in Owensboro, KY. David is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and custody services supported by in-house research, manager selection, and strategic partnerships.

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.

Dillan Black is a financial advisor at Edward Jones in Boonville, IN, holding the ChFC® and Series 66 designations with 10 years of industry experience. He has worked at Edward Jones since 2017 and previously at Raymond James Financial Services Advisors Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management and a network of more than 23,000 advisors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options while operating under a fiduciary standard.

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 at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2020, following earlier roles at All State and Northwestern Mutual. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting 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. in Owensboro, KY, holding Series 63 and Series 66 registrations and 37 years of industry experience. Prior to joining Raymond James in 2020, he spent 27 years with Edward D. Jones & Co., L.P. He is a 50% owner and advisor at Thacker Wealth and Retirement, which he co-owns with his wife. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary advice supported by analytical modeling and maintains distinctive capabilities such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

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 with 11 years of industry experience. His prior work includes positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and The Prudential Insurance Company of America. He also offers investment products and services under the trade name German American Investment Services Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Timothy Phillips is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James since 2016, following nine years at Edward Jones. Phillips is also the owner of Jade Investments & Retirement Solutions, a support company. 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 municipal and public-finance work through an affiliation with a municipal advisor.