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 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 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.

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 four years of industry experience. Her prior roles include positions at Morgan Stanley, Keystone Financial Group, and R.L. Brown Wealth Management. She also serves as a private banker and wealth management advisor with Farmers National Bank and WealthSouth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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.

Benjamin Lockwood is a financial advisor with Merrill in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes roles at Bank of America, TD Ameritrade Investment Management, and Scottrade. Outside of advising, he is a co-owner of a family rental property business. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Mahoney is a financial advisor with Edward Jones in Lexington, KY, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

John Ditto is a financial advisor at Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has worked at Robert Baird & Co. since 2019 and also has a background with JJB Hilliard W.L. Lyons LLC starting in 2015. Outside of his advisory role, Ditto is an independent contractor for Wrigley Media Group, where he hosts a hunting video journal. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk profiles.

Randal Master is a financial advisor at Robert Baird & Co. with 24 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, as well as J.J.B. Hilliard, W.L. Lyons, Inc. since 2001. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Eric Miracle is a financial advisor with Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Primerica Advisors and Primerica Financial Services, as well as positions in education and consulting. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management solutions using a combination of in-house and third-party managers, with services ranging from discretionary management to complex strategies including private funds and real-asset exposures.

Richard Noonan is a financial advisor with Raymond James & Associates in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2013. Outside his advisory role, he serves as an officer and treasurer for S.T.E Inc., a business based in Lexington. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting services through various specialized programs and emphasizes tailored, non-discretionary advice supported by extensive research and multiple portfolio management options.

Lanah Phillips is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Her prior experience includes roles at Employee Benefit Associates and Wheeler Financial Solutions, among others. Phillips is a board member of Prevent Child Abuse Kentucky. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.