Gena Gooding is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and five years of industry experience. She has been with Baird since 2019 and previously worked at the College Heights Foundation for six years. Outside of her advisory role, Gooding provides part-time bookkeeping services and is an owner/member of Cave Country Yurts & Lodging LLC. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves a broad client base including high net worth individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management strategies, supported by internal research and various managed account programs.

Jacklyn Cassady is a CFP® with eight years of industry experience, currently advising at Robert Baird & Co. since 2022. Her prior roles include positions at Origin Financial and Levine Group, LLC. She also serves as a community instructor at Texas Tech University, teaching Financial Counseling and Consumer Credit. Robert Baird & Co.’s DDK Group provides wealth management services to individuals, corporate clients, pensions, and charitable organizations, offering financial planning, discretionary and non-discretionary portfolio management, and tax-managed strategies supported by internal research and ongoing manager oversight.

Chad Adams is a financial advisor with Edward Jones in Franklin, KY, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices across the United States.

Brandon Beckham is a CFP® certificant with seven years of experience in the financial services industry. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2018. Prior to his current role, he was self-employed and worked in service-related businesses including Servpro Of Warren County and The Club at Olde Stone. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools and offering event-driven planning programs.

Kendall Roper is a Series 66-licensed financial advisor with Edward Jones in Bowling Green, KY. He has six years of industry experience, including roles at Edward Jones since 2019, as well as prior work in accounting and tax services. Before entering financial advising, he spent seven years at Fruit of the Loom, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory services including discretionary and non-discretionary strategies, tax-efficient overlays, and access to affiliated mutual funds through a nationwide network of financial advisors.

Kelsey Cooksey is a financial advisor at Robert W. Baird & Co. with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Baird in 2019, Cooksey worked at Hilliard Lyons for three years. The DDK Group, which Cooksey is part of, operates within Robert W. Baird & Co.’s Private Wealth Management department and serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research and active manager monitoring.

Shawn Perry is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He also maintains a role at JJB Hilliard WL Lyons LLC, where he has worked since 2013. Perry is the author of *Finding Your Financial Advisor*, contributing over 10 hours per month to this work. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage, utilizing proprietary research and a combination of manager-traded and model-traded strategies.

Steven Marr is a financial advisor at Edward Jones in Franklin, KY, with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Marr is involved in farming through ownership of Marrock Farm LLC. 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 solutions, supported by a large network of advisors and branch offices nationwide.

Michael Newton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Investment Planners, Inc. for 24 years before joining Cambridge in 2024. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a variety of implementation options through proprietary and third-party strategies, with advisory services tailored to client objectives across multiple platform arrangements.

Zachary Menser is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Southeastern Baptist Theological Seminary and Every Village A Church Inc. He has experience in religious and community organizations. 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.

Paul Fischer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 29 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory work, Fischer is involved in agriculture, operating a farm in Kentucky and managing timber and wildlife conservation efforts through a tree farm partnership in Florida. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with municipal advisory services and specialized retirement plan consulting.

James Salchli is a financial advisor at Cambridge Investment Research Advisors with a Series 66 credential. He has been in the industry since 2023, including roles at Newton Financial Group and Cambridge Investment Research, Inc. Outside of advising, he has experience working at Crosswinds Golf Course. Cambridge Investment Research Advisors serves a diverse client base through independent Financial Professionals, offering financial planning, investment management, retirement plan advisory, and financial wellness services. The firm provides a range of investment solutions, including proprietary and third-party strategies, across multiple custody and platform arrangements tailored to client objectives.

Joseph Laverty is a Financial Advisor within the Merrill Lynch Wealth Management division based in Bowling Green, KY. He focuses on providing clients with tailored financial planning and investment management strategies designed to meet their unique goals. Joseph's approach is to simplify the complexities of investing and financial planning into an easy-to-understand guide customized to each individual and family. His expertise includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, among other areas. Joseph holds several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Ohio State University. In addition to his professional work, Joseph is involved with community organizations such as the Elm Street Society, Regional Technology Council, Salvation Army, and the Tesla Owners Club of Kentucky. His personal interests include football, golfing, running, and tennis.

Tina Taylor is a financial advisor at LPL Financial with 28 years of industry experience. She has been with LPL Financial since 2010 and holds Series 63 and Series 66 licenses. Taylor also operates a personal corporation and conducts business under the name Bridge Financial Services in Bowling Green, KY. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Gray is a financial advisor with Ameriprise in Bowling Green, KY, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he co-owns CGS Holdings, LLC, a real estate business. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset thresholds, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-supported retirement income advice through a centralized consulting team.

Chad Goodman is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. Prior to that, he worked at Edward Jones from 2006 to 2010. Outside of his advisory work, he is the president and owner of Chad E Goodman Accounting, LLC, a tax preparation and accounting business, and also coaches basketball at Saint Joseph Middle School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning, portfolio management, and institutional platforms, utilizing a broad range of investment strategies supported by proprietary research and operational technologies.

Kenneth Haycraft is a CFP® professional with 32 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2019 and previously held roles at USAA Investment Management Company and USAA Financial Planning Services. Outside of his advisory work, he is involved with the Warren County Kentucky Democrat Party. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on various portfolio management styles and affiliated research, and provides specialized municipal advisory services.