Jacqueline Keltner is a CFP® and holds a Series 66 designation, with 17 years of industry experience. She has been with Robert Baird & Co. since 2019 and has held roles at J.J.B. Hilliard, W.L. Lyons, LLC and Argi Investment Services, LLC among others. She is also an author, contributing to the publication "Finding Your Financial Advisor." Robert Baird & Co. is an institution serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a variety of financial planning and portfolio management services, including separately managed account programs and tax-management capabilities, supported by internal research and investment professionals.

Gwen Reynolds 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, with prior experience at J.J.B. Hilliard, W.L. Lyons, Inc. dating back to 2001. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, 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, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Tammy Brown is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Merrill and Money Concepts Capital Corp prior to joining Thrivent in 2014. Outside of her advisory role, she serves as a trustee for the Brown Dynasty Trust, overseeing farm land rental activities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written financial recommendations without managing client portfolios directly. The firm allows clients to integrate planning with managed accounts through a consolidated billing option called “WealthPlan,” maintaining separate planning and investment management services.

Derek Hull is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Stifel since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2021. Outside of his advisory role, he serves on the advisory board for the WKU Department of Communications and is a board member of The Community Foundation of South Central Kentucky and the WKU Alumni Association. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Seth Brooks is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. He has been affiliated with Claycomb Wealth Management Inc. and Brooks Investment Management LLC since 2016 and 2017, respectively. Brooks serves on the advisory board of Drugscope Inc., where he provides strategic guidance on business operations and goals. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and provides a range of advisory programs and specialized consulting services.

David Smith is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Bowling Green, KY, where he has worked since 2018. He has eight years of industry experience, including a prior role at Combined Insurance Company of America. Outside of advising, he operates a small craft business selling rings on Etsy. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ben Campbell is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones from 2016 to 2020 before joining J.P. Morgan in 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Cary Page is a financial advisor at Edward Jones in Bowling Green, KY, holding a Series 66 designation with one year of industry experience. He has been with Edward Jones since 2024 and is also the owner of CDP, Inc, a medical device consulting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Jacob Cooley is a financial advisor with Ameriprise Financial Services in Bowling Green, KY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Taylor Polson & Co, PSC, and Larry C. Howlett, CPA. He is co-owner of several businesses related to managing his Ameriprise advisory practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement. The firm utilizes proprietary research and third-party tools, with recommendations implemented on a non-discretionary basis within a defined investment framework.

Nehemiah Mkanta is a financial advisor at Thrivent Investment Management with a Series 66 designation and less than one year of industry experience. His background includes service in the United States Navy and Navy Reserves, as well as roles in finance and public service organizations. He has experience working at firms such as First Command Brokerage Services and Nucor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning that covers a broad range of topics but does not include implementation of recommendations. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping these services separate.

Duncan Paul is an Executive Planning Consultant at Fidelity Investments. In his role, he collaborates with high-level employees to plan and manage their employee benefits, provide investment guidance, and offer comprehensive planning support. He has been with Fidelity Investments since 2018, progressing through various roles including Investment Solutions Representative, Fixed Income Specialist, and Benefits and Planning Consultant in Executive Services before assuming his current position in 2025. Duncan holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Duncan is interested in family activities, fitness, music, parenthood, and snowboarding.

Grant Merideth is a financial advisor at Cambridge Investment Research Advisors holding a Series 66 designation. Although new to the industry with less than one year of experience, his prior roles include positions in banking and education, as well as managing a cabin rental business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals utilizing a variety of portfolio management and model-based solutions.

Jacob Young is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Integra Fastener and Western Kentucky University. In addition to his advisory role, he is employed as a financial advisor at Ben Smith Life Compass Financial INC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Matthew Idlett is a financial advisor at Edward Jones in Bowling Green, KY, with 25 years of industry experience. He has been with Edward Jones for 21 years and holds Series 63 and Series 65 designations. 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 under management through a nationwide network of financial advisors and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Martin Jr. is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Junior Achievement of South Central Kentucky. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Lowe is a CFP®-designated financial advisor with Morgan Stanley, based in Bowling Green, KY, and has 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2020, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the sole owner of North American Trading Co LLC, an internet sales business for boat motors and durable goods, and serves as a notary public in Bowling Green. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that combine advisory planning with a broad array of investment and brokerage capabilities.

Timothy Risher is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and previously worked at Investacorp Advisory Services, Inc. and Investacorp, Inc. for over two decades. Outside of his advisory role, he co-owns a farm in Scottsville, KY, where he raises hay. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Paul Kilgus is a financial advisor with Morgan Stanley in Bowling Green, Kentucky, holding Series 63 and Series 65 licenses and having 29 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2019. Outside of advising, he serves as a board member of the Major League Baseball Retired Players Association and is an assistant baseball coach at Bowling Green High School. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and proprietary research to support tailored financial plans but generally acts in an advisory capacity without providing individual security recommendations.

Matthew Garrett is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. He has also worked at J.J.B. Hilliard, W.L. Lyons, LLC since 2006. Outside of his advisory role, Garrett serves as a deacon and finance committee chairman at Edmonton Baptist Church, where he participates in budgeting and financial oversight. Robert Baird & Co. is a large institutional firm offering a range of wealth management services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a variety of portfolio management strategies and emphasizes ongoing manager selection and research, including the use of artificial intelligence in client advice.

Amy Walker is a financial advisor at Morgan Stanley with 31 years of industry experience. She has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she serves as a notary public and acts as power of attorney for her mother. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning services supported by firm-approved tools and methodologies.