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.

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.