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.

Anthony Kersey is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Prolink for six years and served in the Department of Defense from 2017 to 2018. Kersey holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors and more than 15,000 branches.

Brian Dehoag is a financial advisor with Equitable Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked with Equitable Advisors since 2006 and previously with AXA Advisors, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory role, he is involved as a sales associate with Realty Benefits Services and Dergalis Associates LLC and is a member of Central Kentucky Wealth, LLC and Paddock Wealth Management LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of investment adviser representatives and third-party managers to provide a range of investment solutions while delivering ERISA fiduciary services to qualified plans.

Michael Whitfield is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior work includes roles at Charles Schwab and Fidelity Brokerage Services. Wells Fargo Advisors is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients, offering a range of planning options supported by proprietary research and tools.

Seth Lawless is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management and a managing partner of Osborne Weber Lawless & Associates. His professional focus includes retirement and legacy planning, working particularly with engineers, doctors, pharmacists, and family business owners. Seth specializes in helping families navigate complex financial transitions, including assisting aging clients with engaging their children in financial affairs and developing strategies to transfer wealth across generations. He also works with clients to create investment strategies that prioritize charitable giving while maintaining tax efficiency. Seth graduated Summa Cum Laude from the University of Kentucky as a Singletary Scholar, earning a Bachelor of Business Administration with a double major in Business Management and Finance. He began his career in financial services as an intern during the 2009 financial crisis and joined Merrill Lynch in 2010. His professional credentials include FINRA Series 7 and 66 registrations as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Chartered Retirement Planning Counselor (CRPC) designations. Living in Lexington with his wife, Sarah, and their two children, Seth is involved in his community and church. He has served in multiple roles at Southland Christian Church, including a seven-year term on the finance committee. He is Vice President of the Board of the Refuge Medical Clinic and has an extensive history with the Man o’ War Swim Conference, serving on its board and as past president. Seth’s community leadership also includes involvement with the Wilmore Dolphins and the Lexington Sunrise Rotary Club.

William Mullins is a CFA® charterholder with 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has ownership in a property management business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Lee is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding a Series 66 designation and 26 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons, Inc. since 1999. Outside of advising, he is involved as an owner or member in several non-investment-related LLCs. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays to align with client goals and risk tolerances.

Erik Peterson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at SagePoint Financial, Bank of America, Merrill, and Wells Fargo Advisors. 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 supported by extensive operational and research tools, with over $819 billion in discretionary assets under management and a network of more than 22,800 advisors.