Dathan Deisher is a financial advisor with Raymond James Financial Services Advisors, Inc. in Owensboro, KY, holding a Series 66 designation and 13 years of industry experience. He was previously with Edward Jones for 11 years before joining Raymond James in 2024. Deisher is also the managing member of Deisher Wealth Management, LLC. 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, pension plans, corporations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Robert Wilkerson is a CFP® certificant with 13 years of industry experience. He is currently with Robert W. Baird & Co., where he has worked since 2021. Prior to joining Baird, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Wilkerson 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 department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, employing manager-traded and model-traded strategies, tax management, and ongoing investment monitoring supported by internal research and technology.

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 at Robert Baird & Co. with 36 years of industry experience and holds the Series 63 designation. He has worked at Robert Baird since 2019, following prior roles at J.J.B. Hilliard, W.L. Lyons, LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Outside of his advisory work, he serves on the Brescia University Investment Committee and the Boulware Mission Investment Finance Committee, and is the treasurer for the 4200 Homeowners Association. Robert Baird & Co. is an institutional firm with a Private Wealth Management team that serves individuals, corporate clients, pensions, and charitable organizations, offering services including financial planning, portfolio management, and brokerage. The firm employs a combination of manager-traded and model-traded strategies, tax management, and direct indexing, supported by internal research and strategic partnerships.

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., Wells Fargo Clearing, J.P. Morgan Securities, and JP MORGAN Chase Bank. Outside of her advisory role, she is the owner of Raising Cain, LLC, a freelance journalism business focused on writing articles and maintaining content for MMAWeekly.com. 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, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 25 years of industry experience. She worked at J.J.B. Hilliard W L Lyons from 1996 to 2019 before joining Robert Baird in 2019. She is involved as Secretary of Schay Properties Inc., a residential rental investment business operated by her husband. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology, including artificial intelligence.

James Phelps Jr. is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at J.P. Morgan Securities and Sioac Equity Holdings, LLC. He also owns Phelps Wealth Management LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services that address a broad range of needs, including retirement, education, and niche planning areas. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through client meetings and summary letters, with implementation options available through brokerage or advisory programs.

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 a Series 63 license. He has 42 years of industry experience, including long tenures at Northwestern Mutual Life and MML Investors Services, Inc. Additionally, he owns and operates a life and health consulting practice and is involved in a real estate partnership. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm employs firm-approved analytical tools to deliver written financial recommendations and provides a range of planning services including estate settlement and employer-sponsored programs.

Shannon Raines is a CFP® professional with 23 years of industry experience, currently with Robert Baird & Co. since 2019. Prior to joining Baird, she worked at J.J.B. Hilliard, W.L. Lyons, LLC for 10 years and Ameriprise for 5 years. She serves as president of the Owensboro Estate Planning Council, an organization focused on estate planning education. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services that include manager selection, tax management, and unified fee arrangements.

Raymond Settle is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for over three decades at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of advising, he is involved as a limited partner in several hotel ventures, participates as an investor in a small venture capital business, and serves on the board of the Greenwell Foundation. Robert Baird & Co. provides wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm combines manager-traded and model-traded strategies, tax-management tools, and unified fee arrangements supported by ongoing research and investment monitoring.

Tara Estes is a financial advisor at Robert Baird & Co. with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 2019, following a nine-year tenure at J.J.B. Hilliard, W.L. Lyons LLC. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custodial and brokerage services, supported by internal research, manager selection, and advanced investment tools.

Ann Corley is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, HD Vest Investment Services, and Braden Financial Services. Ann is also a commissioned Notary Public in the state of Kentucky. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management using both manager-traded and model-traded strategies, and custody and brokerage services.