Jacob Harper is a CFP® professional with 22 years of experience in the financial industry. He has been with Edward Jones since 2002, serving clients from the firm's Bowling Green, KY office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services under a fiduciary standard.

Hearne Harralson is a financial advisor at Robert Baird & Co. with a Series 66 designation and two years of industry experience. Prior to joining Baird in 2025, he worked at Edward Jones and First Southern National Bank. Before his career in finance, he spent 13 years in the education sector. He 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, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and a combination of manager-traded and model-traded strategies.

Andrew Boyles is a CFP® with 10 years of industry experience and currently serves as a financial advisor at Stifel. He previously worked at Robert Baird & Co. and Hilliard Lyons. He is a board member of The Foundry Christian Community Center, a nonprofit preschool and after-school program in Bowling Green, Kentucky. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Denice Nelson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 credentials and has 32 years of industry experience. Her prior work includes 19 years at Securities Service Network, Inc., and she is currently involved as an agent in non-variable insurance and supports office operations at Ben Smith Life Compass Financial, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Chasity Goshorn is a financial advisor at Stifel with six years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously at Wells Fargo Clearing for one year. Outside of her advisory role, she serves as President of the Board of Directors for the Barren River Area Child Advocacy Center and participates in local community awareness efforts. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Trevor Nunn is a CFP® professional with seven years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has worked with Raymond James since 2018 and also holds roles at Claycomb Wealth Management and as the owner of Nunn Wealth Management, LLC, which he uses for business accounting related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports a large advisor network across multiple advisory programs.

Jessica Cunningham is a Series 66-registered financial advisor with Morgan Stanley in Bowling Green, KY, where she has worked since 2019. She has 10 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Tony Witty is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves on the boards of several healthcare organizations and nonprofit entities in Bowling Green, KY, including the Commonwealth Health Foundation and The Salvation Army. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Hunter Doyle is a financial advisor at Stifel with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2016, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Jacob Gaebler is a financial advisor at Robert Baird & Co. with five years of industry experience and holds a Series 66 designation. His prior work includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and U.S. Bancorp Investments. He serves as Treasurer and Major League Commissioner on youth baseball boards in Warren County. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pension plans, and charitable organizations through a range of portfolio management, financial planning, and brokerage solutions.

Joshua Marson is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 13 years of industry experience. He currently works at Stifel and has previously been with Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach employs proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Landon Gann is a financial advisor with Mass Mutual Investors Services in Bowling Green, KY. He holds a Series 66 designation and has been in the industry since 2026. Prior to his current role, he held various positions including work at Hunt Auctioneers and Integra Fastener. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning using firm-approved analytical tools and education seminars.

Jefferson Mullins is a financial advisor with Ameriprise in Bowling Green, KY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise and its related entities since 2018 and was previously with U.S. Bancorp Investments, Inc. for over two decades. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Nathan Richey is a financial advisor at Stifel with 17 years of industry experience. He holds the CFP® and Series 66 credentials and has worked previously at Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Outside of his advisory work, he serves on the leadership board of Victory Hill Church and is the co-author of the book "Finding Your Financial Advisor," available for purchase online. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Desmond Stock is a Series 66-credentialed advisor with Robert Baird & Co., bringing one year of industry experience. Prior to joining Baird Private Wealth Management, he served in the U.S. Army, 101 Airborne, 2BCT, Viper Company from 2016 to 2019. Outside of his advisory role, he has been involved in the management of Prestige Night Club & Lounge since 2019 and works part-time as a rideshare driver. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management serves individual, corporate, pension, and charitable clients with a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies, internal research including AI tools, and offers municipal advisory services, overseeing approximately $394 billion in regulatory assets as of the end of 2025.

Shannon Vitale is a financial advisor at Robert Baird & Co. with 36 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019, previously spending over three decades at J.J.B. Hilliard, W.L. Lyons, Inc. Vitale serves as a trustee and board member for several community organizations, including roles with the WKU Foundation and The Women’s Fund of South Central Kentucky. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies with ongoing research and monitoring.

Kyle Gabehart is a Financial Advisor at Merrill Lynch Wealth Management, where he serves as a Merrill Financial Solutions Advisor. In his role, he works closely with clients to understand their financial priorities and develop strategies aligned with their short-, mid-, and long-term goals. Kyle offers guidance on a range of financial matters, including general investing, retirement planning, and saving for unforeseen expenses. He also provides clients with access to Bank of America specialists for banking, credit, home financing, and small business solutions. Kyle holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Western Kentucky University. His approach involves ongoing discussions with clients to address their goals, concerns, and questions, allowing him to provide continuous advice and support as their financial needs evolve.

Donald Bratcher is a financial advisor with Mass Mutual Investors Services in Bowling Green, KY, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 2006. Outside of his advisory role, he is involved in insurance sales through Bratcher Financial Services, Inc. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, using firm-approved software tools to develop tailored financial recommendations.

Melissa Steele is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including roles at Robert Baird & Co. since 2019, JJB Hilliard W.L. Lyons LLC since 2013, and Master One Tax Service since 1997. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager‑traded and model‑traded strategies alongside tax-management and direct-indexing capabilities.

Sarah Delk is a Series 66-licensed financial advisor with Edward Jones in Bowling Green, KY, where she has worked since 2012, accumulating 14 years of industry experience. Aside from her advisory role, she maintains involvement as a landlord in commercial rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of around 23,701 financial advisors. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.