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.