Justin Renner is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 65 licenses and is managing partner of Woodford Financial PLLC, where he provides accounting, tax, financial planning, and investment services. His prior experience includes roles at Avantax Investment Services and the Kentucky Department of Revenue. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robert King is a CFA® charterholder with 12 years of industry experience. He has worked at R.W. Baird & Company since 2021 and was previously employed by Central Bank & Trust from 2015 to 2021. He is based in Lexington, KY. Robert King is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and advisory services, supported by internal research and a combination of manager-traded and model-traded strategies.

Austin Black is a CFP® professional with seven years of industry experience, currently affiliated with LPL Financial. He previously worked at Robert Baird & Co. and J.J.B. Hilliard W.L. Lyons, among other firms. Outside of his advisory role, he is involved with Kelly Capital Group, a related business entity under LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by extensive operational tools and a broad non-advisory financial services network.

Dawn Nelson is a CFP® and ChFC® credentialed financial advisor with 12 years of industry experience. She has been with Edward Jones since 2019 and previously worked at LPL Financial and WesBanco Securities. Outside of advising, she holds a real estate broker license in Kentucky through Affinity Realty of Kentucky, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, maintaining a nationwide network of advisors and branches.

Zachary Gates is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Advisors since 2022. He previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2014 to 2022. Outside of his advisory role, he serves as treasurer for The Frankfort Academy Christian Academy and is a finance committee member at Versailles Baptist Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Jesica Taylor is a financial advisor at Charles Schwab & Co., Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked with the Kentucky Arts Council and Seattle University. Jesica serves as Membership Chair for the Kentucky State Poetry Society, where she manages membership records and communications. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary buy/sell recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Jason Pryor is a CFP® professional with 22 years of experience in the financial industry. He is currently associated with Raymond James Financial Services Advisors, Inc. and has previously worked at UBS Financial Services Inc. He is involved with Vine Street Private Wealth & Family Office, contributing to the development of its new business identity. 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 clients through various advisory programs.

Taylor Keck is a financial advisor with Morgan Stanley in Lexington, KY, holding Series 63 and Series 65 designations and four years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and Florida Financial Advisors, as well as positions outside of finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Christopher Henry is a financial advisor at Edward Jones in Lexington, KY, with four years of industry experience. He holds the Series 63 and Series 66 licenses and has prior work history at Republic Bank & Trust, Whitaker Bank, and Field & Main Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Samuel Storey is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates with clients to develop personalized financial strategies tailored to their long-term goals. His client focus areas include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment financial planning, individual and corporate investment strategy, and retirement income. Samuel has spent his entire career in the Financial Services industry, driven by his commitment to helping people achieve their financial objectives. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Samuel earned a Bachelor's Degree from the University of Kentucky. Outside of his professional work, Samuel is involved with the community organization DanceBlue. He enjoys a variety of personal interests including adventure sports, basketball, football, golfing, ice hockey, music, running, spending time with his family, traveling, and watching movies.

Paula King is a financial advisor with Primerica Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and previously served with the Lexington-Fayette Urban County Government for 13 years. Outside of her advisory role, she is involved with the Urban League of Lexington Fayette County as a Compliance Coordinator. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients under a wrap-fee structure.

Ian Long is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through positions including Investment Consultant, Relationship Manager, and Customer Relationship Advocate. Ian focuses on co-creating tailored financial plans that align with his clients' goals and preferences. He prioritizes ensuring that clients feel heard and understood during each appointment. Outside of his professional work, Ian has personal interests in football, social events with friends, movies, music, and traveling.

Pamela Moore is a financial advisor with Primerica Advisors in Frankfort, KY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Primerica Advisors since 1984 and Primerica Financial Services since 1982. Outside of advisory work, she is involved in sales of investment-related and other home-related products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, providing a range of strategic, tactical, tax-aware, and income distribution investment models.

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 an investment advisor representative at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 15 years. In addition to his advisory role, he operates a CPA firm where he prepares individual tax returns annually for approximately 60 clients. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and multiple investment platforms that include stocks, bonds, mutual funds, ETFs, and alternative investments.

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 previously at Biechele Royce Advisors, Inc. and Allen CPAs & Advisors, PLLC. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers through a large network of affiliated advisors and multiple advisory platforms.

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 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Fifth Third Securities and Fifth Third Bank. Mansour’s background also includes experience outside finance with ADT Security and the University of Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and model portfolio construction. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.