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.

Chad Goodman is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2010 and previously spent four years at Edward Jones. Outside of his advisory role, Goodman serves as a basketball coach at Saint Joseph Middle School and is the president of Chad E Goodman Accounting, LLC, which provides tax preparation and accounting services. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, along with various financial products and operational tools.

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.

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.