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 at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and its affiliated entities since 1997 before joining Cetera in 2025. Chan also owns and operates a tax preparation and accounting business and is a licensed notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of investment management and consulting services using a multi-manager platform with discretionary and non-discretionary program options.

Christopher Fogle is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he was involved with Our Ladys Rosary Makers for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Mollie L. H. Brennan is a Wealth Management Advisor at Merrill Lynch Wealth Management and serves as the Senior Resident Director for Merrill Lexington. She began her career at Merrill as a Financial Advisor in 1994. Mollie's interest in financial advising originated from her personal experience during the 1987 market downturn known as Black Monday, which inspired her to study the markets and develop strategies for individuals, families, and businesses. She focuses on creating customized financial strategies that account for the specific needs of business owners and executives. Mollie advises clients in areas including family wealth management, legacy planning, liquidity management, and women and wealth. She holds the Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA) designations. Mollie earned a Bachelor's degree in Marketing and Economics from Western Kentucky University after attending the University of North Carolina at Chapel Hill. She is active in her community, serving on the board of The Weekly Juicery and having held leadership roles with the Children's Charity Fund of the Bluegrass and the finance committee at Calvary Baptist Church. Mollie resides in Lexington with her husband, Buck, and their three children.

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 27 years of industry experience. Her career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a brief retirement period. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. Their process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

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.

Geraldine Gordon is a financial advisor with Ameriprise in Lexington, KY, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her financial advisory role, she authored a book and audio series on the Sistine Chapel, with proceeds benefiting the Achuar tribes of the Amazon rainforest, and she is developing a video series about Renaissance art that also supports this nonprofit. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm is a large institutional provider with a broad range of advisory, brokerage, and insurance solutions.

Chad Bentley is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 63 designation and previously worked at Lincoln Financial and Lincoln Financial Securities Corporation for a combined 19 years. Bentley is also involved as the owner and agent of Kentucky Insurance Group, where he offers various insurance products. OSAIC serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

David Abner is a financial advisor at Edward Jones in Winchester, KY, with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory work, he is a partner in a family-owned lodging business, Abner Motel, which has been operating since 1958. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Robert Shorr is a financial advisor with Wells Fargo Clearing in Lexington, KY, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2018, he worked at H and R Block of Georgetown for 18 years. He serves as a trustee for family trusts in Lexington. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Binz is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley, where he worked with both the Private Bank and broader firm teams. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Kacey Gross is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Kacey worked at The Sherwin Williams Co, P.F. Changs, and Walgreens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Noelle Evans is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Cetera Investment Services since 2019. Prior to that, she was associated with Foresters Financial Services and Foresters Advisory Services. In addition to her advisory role, she serves as a registered practice operations coordinator for Triple Crown Financial, a Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of program options including model portfolios, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets and serving over 800,000 clients.

David Demarest is a financial advisor with UBS Financial Services in Lexington, KY, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is involved in commercial real estate management and consulting through his work with Green Partners, LLC and FFE, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a wide range of capabilities, including wealth management, capital markets services, and fiduciary financial planning.