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.

John Yates is a Series 66-credentialed financial advisor at Raymond James Financial with 20 years of industry experience. He has held roles at Raymond James Financial Services Advisors, Farmers National Bank, WealthSouth, and Truist Investment Services, among others. Outside of his advisory work, he is a partner in a single-family home rental property. Raymond James Financial Services Advisors, Inc. offers 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 provides specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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.

David Greer is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at PNC Investments and Merrill, along with work as an independent consultant. Outside of finance, he is the founder and sole owner of Oakland Abyssinia Productions Investment, a non-investment related business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Kevin Counts is a financial advisor with LPL Financial in Bowling Green, KY, holding CFP® and PFS™ designations and over 27 years of industry experience. His prior roles include positions at Harbor Financial Services, Level Four Advisory Services, and 1st Global Advisors. Outside of his advisory work, he is involved with a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Jennifer Sanders is a financial advisor at Stifel with four years of industry experience. She holds a Series 66 designation and has worked previously at Cambridge Investment Research, Prudential Insurance Company of America, and Avantax Advisory Services. Outside of finance, she manages and bartends one night a week at Last Call Bar & Grill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

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.

Seth Alexander is a financial advisor with Edward Jones in Bowling Green, KY, holding a Series 66 designation and five years of industry experience. He previously worked at JP Morgan Chase Bank, Thrivent Financial, and spent nine years at Fruit of the Loom, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelsey Cooksey is a financial advisor at Robert Baird & Co. with seven years at R W Baird and three years at Hilliard Lyons, totaling ten years of industry experience. She holds Series 65 and Series 63 licenses. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with services including financial planning, portfolio management, and custody. Baird employs a mix of SMA strategies, tax-management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

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.

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.

Benjamin Tomblinson IV is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent seven years at Wells Fargo Advisors and three years at Wells Fargo Clearing. Outside of his advisory role, he is the owner of WSRT Ventures, a sole proprietorship involved in investment-related real estate activities. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and models client outcomes using methodologies such as Monte Carlo simulations.

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 serves as a Financial Advisor within Merrill Lynch Wealth Management in Bowling Green, KY. He works collaboratively with clients to develop tailored financial plans and investment strategies that address their unique goals. Joseph's client focus includes areas such as college education planning, employee benefits, family wealth management, liquidity management, retirement planning, philanthropic planning, portfolio management, and small business strategies. Joseph holds a Bachelor's Degree from Ohio State University and has earned multiple 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 is affiliated with Merrill Lynch Wealth Management and is committed to simplifying complex financial concepts to provide an immersive planning experience tailored to each client. Outside of his professional work, Joseph is involved with the Salvation Army and enjoys personal interests such as 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.

Randal King is a financial advisor with Ameriprise in Owensboro, KY, holding a Series 66 designation and 16 years of industry experience. He previously worked at Investment Professionals, Inc. before joining Ameriprise in 2018. King also serves as a financial advisor for Independence Bank, assisting bank clients with investments and retirement planning. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Barrett Metzger is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, following prior experience at JJB Hilliard WL Lyons LLC. Outside of his advisory role, he is involved with the Falls City Soccer Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Brett Meredith is a CFP® professional with seven years of industry experience, currently affiliated with Mass Mutual Investors Services. He has worked at MML Investors Services since 2018 and Mass Mutual Life Insurance Company since 2017. Outside of his advisory role, he serves as president of the Warren Co. Northern Little League, organizing schedules and coordinating board activities. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved analytical tools and structures planning as an ongoing collaborative process.