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.

Kay Blunck is a Series 66 credentialed financial advisor with nine years of industry experience, currently with Thrivent Investment Management. Her prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. She serves as a board member for The Foster Care Council, an organization supporting Kentucky’s foster children through academic, enrichment, clothing, and mentorship programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.

Cameron Richardson is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities, as well as involvement with community development and media companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning covering various topics and combines planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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 with Mass Mutual Investors Services in Lexington, KY, holding the ChFC® designation and Series 65 and 63 licenses. He has 19 years of industry experience and has previously worked at firms including GardaWorld, MoneyLife Partners, Ameriprise, Securities America, Arbor Point Advisors, Southland Equity Partners, CTM Financial Group, and FSC Securities Corporation. Outside of advising, he owns and operates Key Wealth Partners, LLC, a tax preparation business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning engagements using firm-approved software and offers a range of services including investment advisory and educational seminars.

Sharon Martin is a financial advisor with Wells Fargo Clearing in Lexington, KY, holding Series 63 and Series 66 designations and 24 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 providing 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 supported by research from the Wells Fargo Investment Institute.

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.

Eric Sandknop is a CFP® with three years of industry experience, currently advising at Strategic Advisers LLC, a Fidelity Investments company. His prior experience includes roles at Fidelity Brokerage Services and Billings Law Firm. Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Kristian Buckler is a financial advisor at Merrill with 22 years of industry experience. He has been with Merrill since 2006 and holds Series 63 and Series 65 designations. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Kevin Mc Carthy is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various JP Morgan entities since 2009. Outside of his advisory role, he serves as a board member for Voices of Hope, a nonprofit organization supporting people with substance use disorders. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Sarah Clark is a financial advisor at UBS Financial Services in Lexington, KY, holding a Series 66 credential with one year of industry experience. Prior to joining UBS in 2024, she worked for the Office of the Comptroller of the Currency from 2008 to 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research to tailor plans aligned with clients’ goals and risk tolerances.

Valerie Marshall is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she collaborates with the team at Musgrave Dunn & Associates to provide tailored wealth management services. She employs her legal and financial expertise to assist clients in navigating their financial lives, focusing on areas such as retirement planning, legacy planning, tax minimization, and retirement income. Valerie's approach centers on understanding clients' personal goals to develop customized financial strategies. Before joining Merrill Lynch, Valerie practiced law for over eleven years with a focus on estate and gift tax planning, estate administration, and estate litigation. She then transitioned to a role in private banking as a senior trust advisor, expanding her financial advisory skills. Her education includes a Bachelor's Degree from Vanderbilt University and a Juris Doctorate Degree from the University of Kentucky. She holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Valerie is actively involved in community programs such as the Southland Christian Church Backpack Program and United Way of the Bluegrass. Outside of her professional and community activities, she enjoys gardening, knitting and crocheting, music, reading, running, spending time with her family, traveling, watching movies, and yoga.

Charles Chan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Avantax entities for over two decades prior to joining Cetera in 2025. Outside of his advisory role, he owns Chan Tax & Financial Services, a tax preparation and accounting business, and is a licensed notary public. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Carrington Conley is a Series 65 licensed financial advisor with Edelman Financial Engines in Lexington, KY, and has four years of industry experience. Prior to joining Edelman Financial Engines, he worked at Financial Engines Advisors L.L.C. and held roles outside the financial sector at Sherwin Williams Paint Company and Buffalo Wild Wings. He is also an investor in Commonwealth Thoroughbreds LLC, which offers fractional racehorse ownership. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, managing diversified model portfolios with a long-term orientation while serving approximately 477,000 clients.

Laurie Bisig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009, with a brief retirement period between 2021 and 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by in-house research and third-party analytics.

Stephanie Lyttle is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise in Lexington, KY. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she is involved in managing office operations and bookkeeping through business ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering comprehensive, non-discretionary recommendation reports that integrate research, modeling, and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jonathan Millay is a financial advisor at Edward Jones in Lexington, KY, holding a Series 66 credential with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.