John Turcotte is a financial advisor with Stratos Wealth Partners, Ltd who holds the ChFC® designation and a Series 63 license, bringing 41 years of industry experience. He has previously worked at LPL Financial, First Heartland Consultants, and Osaic FA. Turcotte also manages Turcotte Wealth Management as a DBA under Stratos Wealth Partners. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Christopher Segebarth is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 11 years of industry experience. He has worked at PNC Investments since 2020 and previously spent six years with Edward Jones. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital discretionary account available by invitation to employees with PNC Bank online banking credentials. The firm’s approach combines algorithm-driven risk assessment with investment implementation through approved model strategies managed by PNC or third parties.

Daniel Crockett is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior employment includes roles at LPL Financial, Wells Fargo Clearing Services, and J.P. Morgan Securities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model with independent advisory representatives and integrates technology platforms to support portfolio management and estate planning.

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® with 14 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior experience includes roles at Merrill and BB&T Securities. He 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 plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by advanced research tools and inter-affiliate integration.

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® professional with 14 years of experience in the financial advisory industry. He is currently with Truist Advisory Services, where he has worked since 2018 through its affiliated entities, following prior roles at JPMorgan Securities LLC and Merrill. 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 combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a distinctive level of inter-affiliate integration among its related entities.

James Davis is a financial advisor with Truist Advisory Services in Lexington, KY, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at BB&T Securities, Wells Fargo Clearing, and A.G. Edwards & Sons before joining Truist in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by 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 19 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2018. His prior experience includes roles at LPL Financial and MWM Advisory, and he has been involved with Meritrust Wealth Management since 2009. In addition to his advisory work, Mcnulty is active in his community as a council member for Seton Catholic School and 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 institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment management, and manages approximately $79.8 billion in assets, including specialized solutions for large institutional clients.

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 financial advisor at Robert Baird & Co. based in Lexington, KY, holding a Series 66 designation. She joined Robert Baird & Co. in 2024 and has prior work experience in education and various service roles. Robert Baird & Co.’s DDK Group, part of the Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, tax-management techniques, and ongoing manager selection supported by internal research and tools.

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® professional with 41 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. Prior to joining J.P. Morgan, he worked at Chase Investment Services Corp. and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence and incorporates ESG criteria where applicable.

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.