Jennifer Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lexington, KY. She holds a Series 66 designation and has 19 years of industry experience. Wilson has been with Raymond James and affiliated entities since 2016. Outside of her advisory role, she is an Associate Financial Advisor with Haven Financial Partners. 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 offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports its clients through various advisory programs and specialized institutional services.

Anthony Davidson is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and Brecek & Young Advisors, Inc. Additionally, he operates a CPA firm where he prepares individual tax returns annually for about 60 clients. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and offers various managed portfolio solutions through an extensive multi-advisor platform.

Chris Jones is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been part of the financial services industry for several years, with experience that includes roles such as Portfolio Specialist and Client Management Representative at Fidelity Investments, as well as Retirement Representative at Nationwide Financial. His career reflects a long-term commitment to supporting clients' financial goals. Throughout his career, Chris has worked extensively in retirement planning and client relationship management. He emphasizes treating clients with the same respect and attention as he would his own family members. Outside of his professional work, Chris has interests in cooking and baking, fitness, movies, and parenthood.

Stephen Allen is a financial advisor with OSAIC in Lexington, KY, holding the PFS™ designation and nine years of industry experience. He has worked at Osaic Wealth since 2026 and has previously been affiliated with Allen CPAs & Advisors, PLLC since 2016 and Biechele Royce Advisors, Inc. from 2015 to 2024. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization with options for discretionary management, third-party managers, and proprietary models.

Sheila Edwards is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured planning tools and broad investment resources.

Kacie Miller is a financial advisor at Robert W. Baird & Co. who holds the Series 66 designation. She joined Baird in 2026 and has prior experience working at Kentucky Educational Television and the University of Kentucky. Baird’s DDK Group serves a variety of clients including individuals, corporate and business entities, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services using a combination of manager-traded and model-traded strategies, with ongoing internal research and manager monitoring.

Jami Mansour is a financial advisor at Fidelity with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, she worked at Fifth Third Securities and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its role in managing multiple registered investment companies and its use of AI and systematic methodologies in portfolio development.

Mason Quinn is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at the University of Kentucky, Kentucky Farmers Bank, and Spectrum Financial Alliance. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves a diverse client base including individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Scott Carius is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Robert Baird since 2019. Prior to that, he worked at Hilliard Lyons (now J.J.B. Hilliard, W.L. Lyons, Inc.) from 1999 to 2019. Outside of his advisory role, Carius volunteers as a coach for South Lexington Youth Baseball. Robert Baird & Co. serves individual, corporate, pension, and charitable clients through a range of financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, ongoing manager monitoring, and internal research supported by artificial intelligence to inform client advice.

William Sanders is a financial advisor with Primerica Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been affiliated with Primerica Financial Services since 1991 and Primerica Advisors since 1988. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a wrap-fee structure and curates third-party asset managers while delegating trading to BNY Mellon Advisors.

Molly Mullen is a Series 66-licensed financial advisor at Merrill with two years of industry experience. She has worked at Merrill since 2020 and has prior experience in both retail and community settings. Outside of finance, she has been involved with the Mandell JCC Valley Sports and Community Center. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Evan Schlinger is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at InstaCart and Creative Image LLC, as well as positions in various other industries before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Libby Slusher is a financial advisor with Primerica Advisors in Nicholasville, KY, holding Series 63 and Series 65 licenses and having 41 years of industry experience. She has worked at Primerica Financial Services and Primerica Advisors since 1983. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a percentage-based wrap fee structure.

Matthew Fresca is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lexington, KY, holding CFP® and Series 66 designations and having 24 years of industry experience. He previously worked at UBS Financial Services for 16 years before joining his current firm in 2024. Fresca is involved in branding and business development efforts, including ownership roles in support companies related to his practice, such as the Vine Street Private Wealth & Family Office. 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 individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and specialized services.

John Allen is a financial advisor at OSAIC with a Series 65 designation and one year of industry experience. His background includes roles at Allen CPAs & Advisors, PLLC, Via Medica International Healthcare, Luke and Associates, University of Kentucky Healthcare, and Abu Dhabi Police. OSAIC Wealth serves a diverse clientele, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach with tools such as risk-tolerance questionnaires and portfolio optimization, and it is notable for its scale, complex affiliate network, and private-equity ownership.

Timothy Tanner is a financial advisor with Mass Mutual Investors Services in Lexington, KY, holding Series 63 and Series 65 designations and 32 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining Mass Mutual-related firms in 2016. Outside of his advisory role, he is involved in life and long-term care insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing collaborative, software-supported analysis to deliver written recommendations.

Le Anna Kirtley is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, Kendra Scott, and PNC Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Katherine Larlee is a financial advisor with Ameriprise in Georgetown, KY, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she is a member of KALAS LLC, which manages business expenses related to her practice. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Kasey Riley is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2020, Riley worked at Fifth Third Bank for three years and has experience with Nationwide Insurance and Owens Insurance Agency. Riley also spent five years at Morehead State University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors. The firm utilizes a combination of internal and third-party investment management teams and supports a range of investment approaches, including tax-sensitive strategies.

Morgan Fister is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Morgan Stanley, he was employed at Jackson National Life Distributors, LLC. Outside of his advisory role, he is involved with The Lexington School in Lexington, Kentucky, where he works as an employee and coach. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.