Eric Miracle is a financial advisor with Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Primerica Advisors and Primerica Financial Services, as well as positions in education and consulting. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management solutions using a combination of in-house and third-party managers, with services ranging from discretionary management to complex strategies including private funds and real-asset exposures.

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.

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.”

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 at Mass Mutual Investors Services with 18 years of industry experience. He holds the ChFC® designation and securities licenses Series 65 and Series 63. His prior work includes roles at GardaWorld, MoneyLife Partners, Ameriprise, Securities America, Arbor Point Advisors, Southland Equity Partners, CTM Financial Group, and FSC Securities Corporation. Additionally, he owns and operates Key Wealth Partners, LLC, a tax preparation service. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning and asset management services utilizing firm-approved tools and emphasizes collaborative, annual client relationships.

Sharon Martin is a financial advisor with Wells Fargo Clearing in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 23 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 that provides 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.

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.

Jeremiah Mc Alister is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for eight years at Jacksonville North Pulaski Schools. He holds the Series 66 designation. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

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.