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.

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.

Duncan Gardiner is a Series 66-licensed advisor with Thrivent Investment Management in Versailles, KY, where he has worked for 10 years. He has a total of 9 years of industry experience, all with Thrivent Financial. Outside of his advisory role, he serves as an elder on the board of Journey Church, helping to set board policies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on diverse financial topics without implementation. The firm offers goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Dale Ditto II is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding a Series 66 designation and six years of industry experience. He has worked at Baird since 2019 and previously held positions at the Kentucky Science and Technology Corporation and the Commonwealth of Kentucky. Outside of his advisory role, Ditto is an owner of Ditto Tours and serves as a board member on the finance committee at Asbury Theological Seminary. He is part of the DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to meet diverse client goals and risk tolerances.

Gregory Yeary is a CFP® with 27 years of industry experience and is currently affiliated with Raymond James Financial Services Advisors, Inc. He has held prior roles at UBS Financial Services, Bank of America, and Merrill. In addition to his advisory work, he operates Vine Street Private Wealth + Family Office as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable focus on municipal and public finance through its affiliation with a municipal advisor.

Michael Schano is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds the ChFC® designation and securities licenses Series 65 and Series 63. His prior work includes roles at GardaWorld, MoneyLife Partners, Ameriprise, Securities America, Arbor Point Advisors, Southland Equity Partners, CTM Financial Group, and FSC Securities Corporation. Additionally, he owns and operates Key Wealth Partners, LLC, a tax preparation service. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning and asset management services utilizing firm-approved tools and emphasizes collaborative, annual client relationships.

Sharon Martin is a financial advisor with Wells Fargo Clearing in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Martin serves as treasurer for the Lexington chapter of the National Society of the Daughters of the American Revolution. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brett Trusty is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2024. Prior to this, he gained experience at Community Trust Bank, Central Bank, American Trust, and Fidelity Investments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

William Strait is a financial advisor with Wells Fargo Advisors in Lexington, KY, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he is the host and owner of the Chasing Scratch Golf Podcast. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, combining research and planning tools to develop tailored recommendations delivered through meetings and summary letters.