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.

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.

Tylor Matheson is a financial advisor at Morgan Stanley in Lexington, KY, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at JP Morgan Securities, Key Investment Services, and KeyBank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services through various planning and investment strategies.

Duncan Gardiner is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent and its affiliates since 2016. Outside of his advisory role, he serves as an elder on the board of Journey Church in Versailles, KY. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm allows clients to combine planning with managed accounts through a consolidated billing option while keeping the services separate.

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.

David Current is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and has been associated with Raymond James Financial Services, Inc. since 2007. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools, and supports municipal and public finance work through a municipal advisor affiliation.

Michael Schano is a financial advisor with Mass Mutual Investors Services in Lexington, KY, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience, with prior roles at firms including Ameriprise Financial Services, Securities America, and CTM Financial Group. In addition to advising, he owns a tax preparation business serving clients with federal, state, and local tax returns. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers specialty planning programs such as divorce and estate settlement planning.

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 at Wells Fargo Advisors in Lexington, KY, holding Series 63, 65, and 66 licenses with 19 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advising, he hosts the Chasing Scratch Golf podcast. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.

Eric Sandknop is a CFP® with three years of industry experience, currently serving at Strategic Advisers, LLC, a Fidelity Investments company. His prior work includes roles at Billings Law Firm and Transylvania University. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in research.

James Mc Gary is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at German American Bank, CUNA Mutual Group, Allstate Insurance Company, and Mass Mutual. He maintains involvement in non-variable insurance trails from previous employment as a MassMutual career agent. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

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 with J.P. Morgan Securities in Lexington, KY, holding Series 63 and Series 66 designations and 17 years of industry experience. His career includes multiple roles at JP Morgan Chase Bank N.A. and J.P. Morgan Securities since 2009. He serves as a board member for Voices of Hope, a nonprofit supporting individuals with substance use disorders. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with a focus on ESG eligibility criteria.

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.

Will Thomas is a financial advisor with J.P. Morgan Securities in Lexington, KY, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and affiliated with Jpmorgan Chase Bank (Ky) since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.