Rolland Blair III is a financial advisor with Bankers Life Advisory Services, Inc. in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked in various roles within Bankers Life and its affiliates since 2008. Outside of advisory work, he owns Blair Farm, where he is involved in logging, tree planting, and developing new fields. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on client goals and risk tolerances.

Matthew Burlew is a CFP® professional with 14 years of experience in the financial services industry. He currently serves as an advisor at Truist Advisory Services and Truist Investment Services, where he has worked since 2019. Prior to that, he was with BB&T Securities. Burlew is also an advisory board member of the Downtown Lexington Partnership, a nonprofit focused on economic development in Lexington, KY. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research tools, with a notable level of inter-affiliate integration among Truist entities.

Christopher Cox is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to his current role, he held positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of advisory services, Cox works as an insurance sales representative, providing a range of insurance solutions including life, long-term care, and Medicare-related products. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and employs a combination of fundamental, technical, and cyclical analysis in managing client portfolios.

Gary Graham is a financial advisor with Brookstone Capital Management LLC in Lexington, KY, holding a Series 65 credential and bringing 14 years of industry experience. He has been with Brookstone since 2016 and also owns Graham Incorporated of NC, where he serves as an independent agent. Graham Incorporated has been active since 1998. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Robert Walters is a CFP® and holds a Series 66 license with 14 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2018 through various affiliated entities, including Truist Investment Services and BB&T Securities. Prior to that, he was with JPMORGAN Securities LLC for three years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches with third-party platform and manager arrangements.

James Davis is a financial advisor at Truist Advisory Services in Lexington, KY, with 25 years of industry experience. He has held roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities since 2014. He holds the Series 63 and Series 65 designations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches along with third‑party platforms and AI-enabled research tools.

Broderick Solomon is a financial advisor at PNC Wealth Management in Lexington, KY, holding a Series 66 credential with two years of industry experience. His prior roles include positions at PNC Investments LLC, wealthMD Corporation, and The Prudential Insurance Company of America. He also spent time working with the University of Kentucky and Health Cap Holdings. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithm-driven strategies and third-party portfolio management to serve its clients.

Cade King is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and experience at several firms, including Community Trust and Investment Company. His background also includes roles outside finance, such as work with Special Olympics of Kentucky and academic positions at the University of Kentucky and Elgin Community College. Mercer Global Advisors serves a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of portfolio management and planning services.

Emily Bellamy is a Series 66 registered advisor with FIFTH THIRD SECURITIES, Inc. in Lexington, KY, with 15 years of industry experience. She has been with Fifth Third Securities since 2017 and previously worked at Morgan Stanley. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers various managed account programs and portfolio strategies via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Nathaniel Mcnulty is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2018. His prior work includes roles at LPL Financial and Meritrust Wealth Management, where he continues engagement as an investment representative. Outside of his advisory work, Mcnulty is involved in his local community through a school council membership and serves as co-chair of a capital campaign for his church and school. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers a broad range of services such as fiduciary consulting, plan design, and employee education, supporting its advice with due diligence on investments and utilizing multiple management platforms.

William Hamilton is a financial advisor with Truist Advisory Services in Lexington, KY, holding a Series 66 designation and three years of industry experience. He has worked with Truist and its affiliated entities since 2015. Outside of his advisory role, Hamilton serves as the board chair of REACH POSITION, an organization that provides financial education and down payment assistance to low- and moderate-income communities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Kimberly Johnson is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has held roles at Principal Life Insurance Company, Hornor Townend & Kent LLC, Penn Mutual Life Insurance Company, Oneamerica Securities, and serves as president of OneCommonWealth Financial Group, where she is involved in financial product sales and fee-based financial planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Maisy Lyne is a Series 66-licensed financial advisor with Robert Baird & Co. in Lexington, KY, joining the firm in 2024. Prior to entering the financial industry, she held various roles in education and retail, including positions with Oldham County Schools and Kohl's. Robert Baird & Co. is a large institution serving individual and corporate clients, including high net worth individuals and charitable organizations, offering a range of financial planning, portfolio management, and advisory services through the DDK Group within its Private Wealth Management department.

Jennifer Wooldridge is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019 and at JJB Hilliard W.L. Lyons LLC since 2009. Outside of her advisory role, she performs bookkeeping for a family business called Foreign Affairs Autowerks. Jennifer is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a variety of financial planning and portfolio management services. The firm offers a range of SMA strategies, tax management, and advisory services supported by internal research and partnerships with external managers.

Brenton Coop is a CFP®-designated financial advisor with J.P. Morgan Securities in Lexington, KY, bringing 40 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Roseanna Black is a financial advisor at Robert Baird & Co. with a Series 66 designation. She has been with Baird Private Wealth Management since 2021. Prior to her current role, she worked in healthcare and childcare sectors. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing customized financial planning and portfolio management services.

Mark Wilden is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Lexington, KY. He has over 30 years of experience in wealth management and is a partner with Wilden, Thompson & Associates. Mark provides wealth planning and investment management strategies tailored to each client's risk tolerance, time horizon, liquidity needs, and overall investment goals. He holds a Bachelor of Arts degree in Political Science and Business from Duquesne University and has completed education at the Graduate School of Business at Duquesne and the College for Financial Planning. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Certified Investment Management Analyst (CIMA) designation awarded by the Investments & Wealth Institute after completing education at the Wharton School of Business, and the Chartered Retirement Planning Counselor (CRPC) certification. Mark is also a qualified Portfolio Manager, offering discretionary portfolio management including personalized or defined strategies involving individual stocks and bonds, model portfolios, and third-party investment strategies. Mark's client focus areas include Divorce Transition Planning, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, Services for Endowments, Foundations, and Non-profits, Retirement Income, and Sports & Entertainment. He has served as a past board member for the Kentucky Humanities Council. Outside of his professional duties, Mark enjoys basketball, football, and golfing.

Dustin Stacy is a financial advisor with LPL Financial based in Lexington, KY, holding a Series 66 credential and 17 years of industry experience. He has worked with Lincoln Financial Securities Corporation for 16 years and maintains ongoing roles in insurance marketing and medical practice consulting through Benefit Insurance Marketing, Inc. and Encompass Benefits & Management Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory and brokerage services with discretionary and non-discretionary management, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Bradley Claycomb is a financial advisor with Merrill in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations.

Destry West is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan, he worked at Bank of America/Merrill Lynch and PNC. Outside of his financial career, he is the owner and lead singer of a band called Pedestryans Official LLC, performing in Lexington, Kentucky. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.