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.

Christopher Fogle is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he was involved with Our Ladys Rosary Makers for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,700 financial advisors and $1.01 trillion in assets under management. The firm 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.

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.

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.

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 licenses and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Morgan Stanley Private Bank, Morgan Stanley, and Ameriprise. 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 financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional platforms, delivering advice primarily through a large network of investment adviser representatives employing a range of investment strategies.

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 22 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, Mr. Demarest is involved in real estate through his sole proprietorship providing consulting and billing services as well as his partnership in operating commercial real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Denver Haddix Jr. is a Series 66-licensed financial advisor with seven years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Robert Baird & Co., J.J.B. Hilliard W.L. Lyons, Keller Williams Greater Lexington, and Dennis Badger & Associates. Outside of his advisory role, he is involved with TourMidAm, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with operations supported by advanced research tools and a broad suite of related financial services.

Gregory Legate is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 65 credentials and over 26 years of industry experience. His prior roles include positions at Royal Alliance Associates, Ameritas Life Insurance Corp, and VFG Wealth Management & Benefit Solutions. Outside of his advisory work, he is a notary and is involved in managing entities related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by advanced research tools and a broad platform that includes insurance and banking partnerships.

Jeffrey Fields is a financial advisor with Raymond James Financial in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Raymond James Financial since 1999 and has also been involved with Central Investment Center Inc and Central Bank & Trust Co since 2002. Outside of finance, he co-writes books and participates in a podcast on life and faith through The Fields Brothers. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting 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 risk profiling and modeling tools, and supports municipal finance and SIMPLE IRA advisory programs.