Adam Simon is a financial advisor with Mass Mutual Investors Services in Pewee Valley, KY, holding a Series 66 designation and 23 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services since 2002. Outside of his advisory work, he is the sole member and agent of Right Path Financial LLC, a firm involved in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Merrick Hicks is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hillaree Bosch is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and with 10 years of industry experience. She previously worked at Money Concepts Capital Corp for 11 years. Bosch is involved in presenting investment-related seminars through Benefit Planning, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Mark Stivers is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 19 years of industry experience. He previously worked at Money Concepts Capital Corp for 11 years and has been involved with Benefit Planning since 2007, where he also conducts seminars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning and various advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

David Price is a financial advisor at Edward Jones in Shelbyville, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Marrillia Design and Construction and Operation Parent. 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 and offers a wide range of advisory programs, investment solutions, and affiliated financial services through a large nationwide network of advisors and branches.

Jeffrey Robinson is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having previously worked at Bank One. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Tanner Bates is a Series 66 licensed financial advisor with Ameriprise in Simpsonville, Kentucky, and has four years of industry experience. His work history includes roles at Flathead Lake Lodge and Western Kentucky University. He also owns Tanner Bates LLC and works as an advisor assistant at David Bates and Associates Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

Kamron Terry is a financial advisor at Edward Jones in Shelbyville, KY, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he is a member and guitarist for the musical group Alice Blue Gown. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nickolus Stephens is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 credential and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Stephens serves on the board of the YMCA, is a past president of the South Oldham Rotary, and is involved with the Canstruction Oldham County canned food building competition. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a program that integrates algorithmic automation with advisor oversight.

Luke Schumer is a CFP®-certified financial advisor with Ameriprise, based in Shelbyville, KY, and has 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, Schumer owns Integrity Officiating, LLC, through which he provides basketball officiating services as an independent contractor. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Malachi Rountree II is a Financial Consultant currently working at Fidelity Investments since 2025. He has held multiple roles within Fidelity Investments since 2021, including Financial Consultant I, Investment Solutions Representative III, and Investment Consultant. Prior to joining Fidelity, Malachi served as a Financial Advisor at Merrill Lynch from 2020 to 2021 and at Northwestern Mutual from 2017 to 2020. Malachi holds insurance licenses for Arkansas and California. His approach involves partnering with clients to develop clear and achievable financial plans tailored to their individual goals. Outside of his professional work, Malachi enjoys board games, family activities, fitness, pets, reading, and traveling.

Dean Donohue is a CFP® professional with 36 years of experience in the financial services industry, currently with Ameriprise since 1989. He holds a Series 63 license and serves clients from Finchville, KY. Outside of his advisory role, Donohue is chairman of the board for SportsWorld, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Bradley Holland is a CFP® with 20 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Wealth Services, Concourse Financial Group Securities Inc, and Lincoln Financial Securities Corporation. Outside of his advisory role, he is active as a freelance bass player and vocalist. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Gabriel Fierros is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. His prior experience includes positions at JP Morgan Chase Bank and academic roles at Purdue University Global and Indiana University Southeast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its formal advisory roles to multiple registered investment companies and use of advanced technologies in research.

Jamey Ventura is a financial advisor with LPL Financial in Shelbyville, KY, holding a Series 66 designation. Ventura has one year of industry experience, including prior roles at Crahan Wealth Management and Healthcare Asset Network (DBA HANDLE Global). Before entering the financial services industry, Ventura worked for Vermont State Colleges for ten years. LPL Financial serves a broad client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, delivering both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Williams is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Crestwood, KY. He has eight years of industry experience, including prior roles at KentuckyOne Health/Jewish Hospital & St. Mary's Foundation. Outside of his advisory work, he volunteered at the merchandise tent for the Ironman Louisville 70.3 race in August 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated investment and trust services.

Brian Hamilton is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Fanatics and service in the Kentucky Army National Guard. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and utilizes AI and model portfolios in its approach.

Anthony Tinsley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Money Concepts Capital Corp for 11 years and has been associated with Benefit Planning Inc. for over 35 years. Outside of his advisory work, he is involved with Benefit Planning Inc., which also conducts seminars unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing a combination of proprietary and third-party research and portfolio management strategies.

Kevin Crahan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he has been involved with a family-owned real estate rental business in Shelbyville, Kentucky. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.