Skylar Price is an advisor at LPL Financial based in Bowling Green, KY, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial, Skylar worked at Service One Credit Union and Bankers Life in various advisory and securities roles, and also has experience outside finance with five years at Olive Garden. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Shannon Vitale is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Robert Baird in 2019, Vitale worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 32 years. Vitale serves as a trustee for a close friend’s trust and participates on investment and finance committees for several local charitable and community organizations. The DDK Group at Robert W. Baird & Co., where Vitale is a team member, provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight, serving approximately $394 billion in regulatory assets under management as of December 31, 2025.

Kyle Gabehart is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to understand their financial situations and introduces them to solutions offered by Merrill and Bank of America. He aims to empower clients with the knowledge and tools needed to take control of their financial lives and select platforms that align with their needs. Kyle focuses on understanding what matters to his clients and their families to help create strategies for pursuing their financial goals. His expertise includes general investing, retirement planning, and saving for unexpected events. He provides ongoing advice and guidance tailored to clients' evolving needs. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Western Kentucky University.

Melissa Steele is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including roles at Robert Baird & Co. since 2019, JJB Hilliard W.L. Lyons LLC since 2013, and Master One Tax Service since 1997. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager‑traded and model‑traded strategies alongside tax-management and direct-indexing capabilities.

Sally Maloney is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Edward Jones since 2020 and previously worked at Kage of Simpson County Inc. from 2019 to 2020. Maloney serves as a board member of the Franklin Electric Plant Board, participating in financial reviews and policy decisions. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its extensive retail advisor and branch network.

Sarah Delk is a Series 66-licensed financial advisor with Edward Jones in Bowling Green, KY, where she has worked since 2012, accumulating 14 years of industry experience. Aside from her advisory role, she maintains involvement as a landlord in commercial rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of around 23,701 financial advisors. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacqueline Keltner is a CFP® and holds a Series 66 designation, with 17 years of industry experience. She has been with Robert Baird & Co. since 2019 and has held roles at J.J.B. Hilliard, W.L. Lyons, LLC and Argi Investment Services, LLC among others. She is also an author, contributing to the publication "Finding Your Financial Advisor." Robert Baird & Co. is an institution serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a variety of financial planning and portfolio management services, including separately managed account programs and tax-management capabilities, supported by internal research and investment professionals.

Gwen Reynolds is a financial advisor at Robert Baird & Co. with Series 63 and Series 65 credentials and 26 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent 18 years at J.J.B. Hilliard, W.L. Lyons, Inc. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and technology including artificial intelligence.

Tammy Brown is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Merrill and Money Concepts Capital Corp prior to joining Thrivent in 2014. Outside of her advisory role, she serves as a trustee for the Brown Dynasty Trust, overseeing farm land rental activities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written financial recommendations without managing client portfolios directly. The firm allows clients to integrate planning with managed accounts through a consolidated billing option called “WealthPlan,” maintaining separate planning and investment management services.

Derek Hull is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Stifel since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2021. Outside of his advisory role, he serves on the advisory board for the WKU Department of Communications and is a board member of The Community Foundation of South Central Kentucky and the WKU Alumni Association. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

David Smith is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Bowling Green, KY, where he has worked since 2018. He has eight years of industry experience, including a prior role at Combined Insurance Company of America. Outside of advising, he operates a small craft business selling rings on Etsy. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ben Campbell is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones from 2016 to 2020 before joining J.P. Morgan in 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Cary Page is a financial advisor at Edward Jones in Bowling Green, KY, holding a Series 66 designation with one year of industry experience. He has been with Edward Jones since 2024 and is also the owner of CDP, Inc, a medical device consulting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Jacob Cooley is a financial advisor with Ameriprise Financial Services in Bowling Green, KY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Taylor Polson & Co, PSC, and Larry C. Howlett, CPA. He is co-owner of several businesses related to managing his Ameriprise advisory practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement. The firm utilizes proprietary research and third-party tools, with recommendations implemented on a non-discretionary basis within a defined investment framework.

Duncan Paul is an Executive Planning Consultant at Fidelity Investments. In his role, he collaborates with high-level employees to plan and manage their employee benefits, provide investment guidance, and offer comprehensive planning support. He has been with Fidelity Investments since 2018, progressing through various roles including Investment Solutions Representative, Fixed Income Specialist, and Benefits and Planning Consultant in Executive Services before assuming his current position in 2025. Duncan holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Duncan is interested in family activities, fitness, music, parenthood, and snowboarding.

Grant Merideth is a financial advisor at Cambridge Investment Research Advisors holding a Series 66 designation. Although new to the industry with less than one year of experience, his prior roles include positions in banking and education, as well as managing a cabin rental business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals utilizing a variety of portfolio management and model-based solutions.

Jacob Young is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Integra Fastener and Western Kentucky University. In addition to his advisory role, he is employed as a financial advisor at Ben Smith Life Compass Financial INC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Matthew Idlett is a financial advisor at Edward Jones in Bowling Green, KY, with 25 years of industry experience. He has been with Edward Jones for 21 years and holds Series 63 and Series 65 designations. 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 under management through a nationwide network of financial advisors and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Martin Jr. is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Junior Achievement of South Central Kentucky. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Matthew Garrett is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. Prior to joining Baird, he worked for 13 years at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory role, Garrett serves as a deacon and chairman of the finance committee at Edmonton Baptist Church. 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, corporations, pension plans, and charitable organizations. The firm employs a variety of managed account strategies and internal research tools, including AI, while also engaging in municipal advisory services and strategic partnerships.