Robert Wilkerson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. Prior to joining Baird, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a board member of the Goodfellows Club of Owensboro and volunteers in publicity for the Owensboro Choral Society. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers across traditional and non-traditional strategies.

Reid Davenport is a financial advisor at Ameriprise in Henderson, KY, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked for Independence Bank and spent twelve years with the Webster County School District. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored advice, focusing on assets held in Ameriprise-managed accounts.

Russell Burton is a financial advisor with Edward Jones in Owensboro, KY, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has been with Edward Jones since 2004. Outside of advising, he manages Four Foxes, LLC, a rental real estate business in Owensboro. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Aaron Payne is a financial advisor at Robert W. Baird & Co. with one year of industry experience. Prior to joining Baird, he spent nine years at Boardwalk Pipelines. He is registered with the Series 66 designation. 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, charitable organizations, and other institutional clients. The group offers financial planning, portfolio management, and a variety of investment strategies tailored to client goals and risk tolerances.

Paul Pierce is a financial advisor with Wells Fargo Advisors, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. He previously worked at LPL Financial for 10 years before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he has ownership interests in several insurance and investment-related businesses in Owensboro, KY. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of specialized planning services. The firm uses proprietary research and tools to develop tailored recommendations, with clients able to implement these through various brokerage and advisory programs.

Gregory Longtine is a CFP® professional with 27 years of industry experience, currently advising clients at Robert W. Baird & Co. since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 12 years. He is part of The DDK Group at Robert W. Baird & Co., a team within the firm’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed income to more complex approaches including private funds and real assets.

William Hawley Jr. is a financial advisor with Robert Baird & Co. in Owensboro, KY, holding a Series 63 designation and 36 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC for 15 years. Hawley serves as a board member on the Brescia University Investment Committee and the Boulware Mission Investment Finance Committee, and he is treasurer of the 4200 Homeowners Association. The DDK Group at Robert W. Baird & Co., where Hawley is based, is part of the Private Wealth Management department serving individuals, corporations, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, employing manager-traded and model-traded strategies alongside tax-management, direct indexing, and ongoing manager monitoring.

Robynn Clark is a CFP® certified financial advisor with Edward Jones in Owensboro, KY, where she has worked since 2015. She holds the Series 66 designation and has 10 years of industry experience. 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, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Kevin Young is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. The firm serves more than four million individual and institutional clients, including households, pension and profit-sharing plans, corporate clients, and charitable organizations. Edward Jones manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Kristi Cain is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Robert W. Baird & Co., Inc., Wells Fargo Clearing, and J.P. Morgan Securities. Outside of her advisory role, she is the owner of Raising Cain, LLC, a freelance journalism business focused on writing and maintaining content for MMAWeekly.com. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals across its extensive advisor network.

James Ramsey is a financial advisor at Ameriprise in Owensboro, KY, holding the Series 66 designation with eight years of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, Thrivent Investment Management, and Lifetime Financial Growth. Outside of his advisory work, he owns a teen travel and diving vlog. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focusing on retirement-income planning, using proprietary research and algorithmic tools to provide tailored recommendations.

Lisa Schmidt is a financial advisor with Robert Baird & Co. in Owensboro, KY, holding a Series 66 designation and 24 years of industry experience. She has worked at Robert Baird & Co. since 2019 and was previously with J.J.B. Hilliard W L Lyons from 1996 to 2017. Outside of her advisory role, she serves as secretary for Schay Properties Inc., a residential rental business owned by her husband. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and organizations. The group offers tailored investment strategies and a range of portfolio and consulting services, including discretionary management and separately managed account programs.

James Phelps Jr. is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and 17 years of industry experience. He previously worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA, with a tenure spanning from 2008 to 2023. He also owned Phelps Wealth Management LLC starting in late 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, education, and specialized planning areas. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients retaining flexibility in implementing advice.

Dora Riley is a financial advisor with Ameriprise in Owensboro, KY, holding Series 63 and 65 licenses and bringing 20 years of industry experience. She previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Riley serves on the boards of Christian Outreach Inc. and MentorKids Kentucky. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports through a centralized consulting team.

Marcus Bosley is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 41 years of industry experience, including long-term tenures with MML Investors Services, Inc. and Northwestern Mutual Life. Outside of his advisory role, he owns and operates Marcus W. Bosley & Associates, Inc., providing life and health consulting and employee benefit plan services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap programs, and educational seminars, with tailored planning engagements using firm-approved software and event-driven services such as divorce planning.

Shannon Raines is a CFP® professional with 22 years of industry experience, currently serving at Robert Baird & Co. since 2019. Prior to this, Raines has worked at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. Outside of advisory work, Raines holds a leadership role as president of the Owensboro Estate Planning Council, a local organization focused on estate planning education. Raines is part of The DDK Group within Robert W. Baird & Co.’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 mix of in-house and third-party managers across diverse investment strategies.

Raymond Settle is a financial advisor at Robert W. Baird & Co. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He is involved in venture investing through Marshall Ventures, LLC, and serves on the board of the Greenwell Foundation, where he participates in grant review and allocation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Tara Estes is a financial advisor at Robert Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019, alongside a concurrent role at J.J.B. Hilliard, W.L. Lyons Llc since 2010. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and complex investment strategies.

Ann Corley is a financial advisor with Robert W. Baird & Co. in Owensboro, KY. She holds Series 66 and Series 63 licenses and has eight years of industry experience. Her prior firms include LPL Financial, HD Vest Investment Services, and Braden Financial Services. She is also a commissioned Notary Public in Kentucky. Baird’s Private Wealth Management team, which includes The DDK Group, serves individual, corporate, pension, and nonprofit clients through financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, supported by internal research and technological tools, managing approximately $394 billion in regulatory assets as of December 2025.

Andrew Riney is a financial advisor at Ameriprise in Owensboro, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Owensboro Health Business Center, Envision Contractors, and the University of Kentucky, as well as operating a self-employed lawn care company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.