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 at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Securities Corporation and Eagle Strategies prior to joining OSAIC in 2025. In addition to his advisory role, he acts as a power of attorney for investment-related matters for a family member. Osaic Wealth 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 and third-party money manager 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 with Robert Baird & Co. in Lexington, KY, holding a Series 66 designation and 25 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 18 years before joining Robert Baird & Co. in 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and tools.

Eric Miracle is a CFP®-designated financial advisor with Robert Baird & Co. in Lexington, KY, bringing four years of industry experience. Prior to joining Baird, he worked at Primerica Advisors and Primerica Financial Services, and he has a background in education with Fayette County Public Schools. Robert Baird & Co.’s DDK Group within the Private Wealth Management department serves individuals, corporate clients, pension plans, and charitable organizations, offering a range of services including financial planning, portfolio management, and brokerage. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools to support its advisory work.

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.

Abigail Sutherland is a financial advisor at Robert Baird & Co. She holds a Series 66 designation and has recently started her career in the industry. Prior to joining Robert Baird, she was involved in retail at AJ's Casuals and has experience in educational roles at the University of Kentucky, Sacred Heart Academy, and Holy Trinity Parish School. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and custody and brokerage services, leveraging both internal research and external partnerships.

Tylor Matheson is a financial advisor at Morgan Stanley in Lexington, KY, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at JP Morgan Securities, Key Investment Services, and KeyBank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services through various planning and investment strategies.

Duncan Gardiner is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent and its affiliates since 2016. Outside of his advisory role, he serves as an elder on the board of Journey Church in Versailles, KY. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm allows clients to combine planning with managed accounts through a consolidated billing option while keeping the services separate.

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 with Mass Mutual Investors Services in Lexington, KY, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 19 years of industry experience, with prior roles at firms including GardaWorld, MoneyLife Partners, Inc., and Securities America, Inc. Outside of his advisory work, Schano owns and operates a tax preparation business focused on federal, state, and local returns. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as collaborative, annual relationships using firm-approved analytical tools to develop written recommendations, emphasizing strategic investment categories without discretionary authority.

Sharon Martin is a financial advisor with Wells Fargo Clearing in Lexington, KY, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at UBS Financial Services. Outside of her advisory role, 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 offering investment advisory, financial planning, and retirement plan consulting services to individuals, corporations, and institutions. The firm combines research and analytics with diversification principles and modern portfolio theory to support its broad client base.

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 at Wells Fargo Advisors in Lexington, KY, with 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, he hosts the Chasing Scratch Golf Podcast. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that utilize proprietary research and tools. The firm supports client-tailored recommendations delivered through meetings and written summaries, with optional implementation through various brokerage and advisory programs.