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 at OSAIC with nine years of industry experience. He holds the PFS™ designation and has worked at Allen CPAs & Advisors, PLLC and Reitz & Allen, CPAs, PLLC. OSAIC serves a diverse client base including individuals, high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services across multiple platforms, using a range of asset-allocation tools and third-party solutions to construct and manage client portfolios.

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 credentials and three years of industry experience. Prior to joining Fidelity, Jami held roles at Fifth Third Securities and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is involved in advisory roles for multiple registered investment companies and fund-of-funds.

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 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons beginning in 1999. Outside of his advisory role, he volunteers as a coach for South Lexington Youth Baseball. He is part of The DDK Group at Robert Baird, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional to complex allocations.

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.

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 credential and one year of industry experience. Before joining OSAIC Wealth, he held 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 broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Timothy Tanner is a financial advisor with Mass Mutual Investors Services in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Metlife Securities Inc. for 23 years before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he is involved in life insurance and long-term care insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a planning process focused on collaborative annual engagements using firm-approved analytical tools.

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.

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 in Lexington, KY, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, Fister worked at Jackson National Life Distributors, LLC and has held various roles in education and hospitality. Outside of his advisory work, he is involved with The Lexington School as an employee and coach. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs, including estate planning and corporate financial planning services.

Micah Kinnett is a CFP® professional with 15 years of experience in financial advising, currently serving at Raymond James Financial Services Advisors, Inc. since 2020. Prior to this, he worked at UBS Financial Services from 2012 to 2020. He is a co-owner of Kinnett Borough Financial Group and also works as a financial advisor with Oak Crest Advisors, LLC. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

George Cox is a financial advisor with OSAIC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 15 years and currently serves as a power of attorney for investment-related matters for a family member. OSAIC serves a broad mix of retail and institutional clients through a large network of advisers and multiple advisory platforms, offering integrated brokerage, investment advisory, and financial planning services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management, while providing access to third-party money managers and wrap programs.

Emma Cinnamon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Morgan Stanley and Keystone Financial Group, as well as wealth management and private banking roles at WealthSouth and Farmers National Bank. She is also involved as an advisor with FNB Investment Services, a support company outside of investment activities. 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 using risk profiling and analytical tools, and supports advisory programs alongside municipal and public finance expertise.

Gyles Headley is a CFP®-credentialed advisor with Raymond James Financial Services Advisors, Inc. in Lexington, KY, with five years of industry experience. He has held roles at Raymond James Financial Services since 2020 and previously worked with the Mary Black Foundation. Headley serves as Vice President and board member for a nonprofit organization, where he is involved in board development and governance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a broad advisor network, and maintains capabilities in municipal advisory and SIMPLE IRA employer consulting.