Christopher Sims is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he serves as a minority owner and board member of Superior Care Home Inc and participates on the Endowment Fund Committee at St Mary High School in Paducah, KY. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

John Daly Jr. is a CFP® and holds a Series 66 license, currently serving as a financial advisor at UBS Financial Services in Paducah, KY with 12 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Daly is involved with Project Latin America, a nonprofit that builds homes for impoverished families, and serves as an advisory member of the finance committee for St. Joseph Children’s Home in Kentucky. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Deborah Terry is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 19 years of industry experience. Her prior roles include 16 years at U.S. Bancorp Investments, Inc., and she currently supports clients through The Wealth Management Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Mike Sims is a financial advisor at Edward Jones in Paducah, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he was involved with Superior Care Home Inc. for over two decades as a minority owner and board member. He also serves as an owner and board member of Superior Care Home Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of investment advisory programs and affiliated financial services.

Bryan Shumate is a financial advisor with Edward Jones in Paducah, KY, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Zackary Blackwell is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at The Paducah Bank & Trust Company and Action Sports of Paducah, Inc., with additional work at Murray State University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles to provide both brokerage and advisory solutions across a broad range of financial products.

Jason Straub is a Certified Financial Planner (CFP®) with five years of experience in financial services. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2024, following three years at UBS Financial Services. Prior to his financial career, he held roles in healthcare and medical sales, including positions at Baptist Health Paducah and Straub Medical Sales, LLC. He is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Melissa Breeden is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 credentials and has 28 years of industry experience. She previously worked at UBS Financial Services for 26 years before joining Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including personalized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Travis Taylor is a financial advisor with Wells Fargo Clearing in Paducah, KY, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves as treasurer for the Rotary Club of Paducah. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Phillip Sutton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Paducah, KY, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Edward Jones for 22 years before joining Raymond James in 2022. Sutton is involved in a financial planning business under the name Sutton Investment and Retirement Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and encourages implementation through its advisory programs or other providers.

Adam Whiteside is a financial advisor with Edward Jones in Paducah, KY, holding a Series 66 designation and eight years of industry experience. He worked at Kentucky Farm Bureau from 2011 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets under management and provides both discretionary and non-discretionary strategies, along with affiliated mutual funds and other specialized services.

Larry Housman is a financial advisor with Robert Baird & Co. based in Paducah, KY, holding a Series 63 designation and 37 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. since 1991. Outside of his advisory role, he serves on the supervisory committee of a federal credit union and holds trustee responsibilities for family trusts, in addition to serving as a deacon and finance committee chair at Lone Oak First Baptist Church. Robert Baird & Co. is an institutional firm that provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a range of portfolio management strategies and incorporates internal research, including artificial intelligence tools, to deliver advisory services.

Daniel Brown is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 17 years. Outside of his advisory work, he serves as a trustee for Twelve Oaks Baptist Church in Paducah, KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning through structured discovery conversations and firm-approved planning tools.

Jamey Brown is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Paducah, KY. Prior to joining Morgan Stanley, he worked for over two decades at UBS Financial Services. Outside of his advisory role, Brown is involved with B&S Enterprises LLC, a limo rental business. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies that emphasize structured discovery and modeling of financial outcomes.