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.

Daniel Van Horn is a financial advisor with Edward Jones in Nicholasville, KY, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014 and also serves in the Kentucky National Guard, a role he has held since 2003. Outside of his advisory work, Van Horn owns and operates Mulberry Ridge Farm, a 106-acre property in Garrard County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, as well as additional capabilities such as a trust company and securities-based lending.

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.

Chad Aull is a financial advisor at Edward Jones in Lexington, KY, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he served as a Kentucky State Representative and is the president and owner of BAM Technologies, an IT support services company. His background also includes roles in legislative research and healthcare organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Nune Crawford is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Savannah Martin is a Series 66 licensed financial advisor with nine years of industry experience, currently with Raymond James Financial in Lexington, KY. She has previously worked at Hilliard Lyons and the University of Kentucky. Outside of her advisory role, she manages a rental property in Lexington. 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, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal finance and employer advisory services.

Lillian Moore is a Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial industry in 2007 and specializes in areas including college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, women and wealth, and tax minimization. Lillian holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, earned in 2020, and also carries the designation of Personal Investment Advisor (PIA). She graduated from the University of Kentucky's Gatton College of Business with a Bachelor's degree in Business Management. Throughout her career, she has focused on building strong relationships with clients by providing personalized and tax-efficient financial planning strategies tailored to their unique goals. Outside of her professional work, Lillian enjoys cooking, gardening, music, and swimming. She is involved with community organizations such as Habitat for Humanity and the Lexington Public Library. Lillian spends time with her husband, Evan, and their son, Bain, and appreciates outdoor activities, including gardening and swimming.

Seth Salomon is a financial advisor with LPL Financial in Lexington, KY, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, Salomon is involved with Trude, LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Brandon Potter is a financial advisor with Wells Fargo Clearing in Lexington, KY, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frederic Dupree III is a financial advisor with Raymond James & Associates in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a nationwide adviser network.

Brandon Fraley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He previously worked at Morgan Stanley from 2011 to 2024, including roles at Morgan Stanley Private Bank. He serves on the Board of Advisors for Morehead State University’s School of Business Administration. Raymond James & Associates is a large broker-dealer and registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Ronald Ring is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is involved with Financial Strategies Group, LLP, an insurance agency. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.