Shelby Hurst is an advisor with FIFTH THIRD SECURITIES, Inc. based in Georgetown, KY. She holds Series 63 and Series 65 credentials and has been with FIFTH THIRD SECURITIES since 2025. Prior to this, she worked at Fifth Third Bank and has experience in retail and education sectors. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers various investment programs on the Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

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.

Daniel Cummins is a financial advisor at Empower Advisory Group with a Series 66 credential and one year of industry experience. His prior work includes roles at WesBanco Bank and GuardLogic Security. He currently resides in Georgetown, KY. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

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.

Anthony Brown is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Central Bank and Trust and Co., Central Investment Center, Inc., and Raymond James Financial Services. He also serves as a Vice President and Officer at Central Bank and Trust and Co. and Central Investment Center, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party subadvisors, and various investment strategies.

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.

Phillip Sexton is a financial advisor with Edward Jones in Versailles, KY, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Raymond James & Associates and Dupree Financial Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

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.

Mark Dill is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner with Brennan & Associates. He joined Merrill in 2018 and brings a focus on serving business owners and entrepreneurs by helping them balance their professional and personal financial goals. Mark holds the Certified Exit Planning Advisor (CEPA) and Certified Plan Fiduciary Advisor (CPFA) designations, equipping him to provide multigenerational family planning. Mark graduated Magna Cum Laude and Phi Beta Kappa from Centre College in Danville, Kentucky, where he studied economics and finance. During his time at Centre, he was a four-year baseball player and led a student group managing part of the College's endowment. His client focus includes family wealth management strategies, legacy planning, liquidity management, personal retirement planning, socially responsible and ESG investing, and tax minimization. Outside his professional work, Mark serves his community on the Board of Deacons at Calvary Baptist Church and as a Wish Grantor for the Make-A-Wish Foundation. He resides in Lexington, Kentucky with his wife, Alison, and they enjoy golfing and spending time with their dog, Willow.

Lauralea Cobb is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Robert Baird & Co., and JJB Hilliard WL Lyons LLC. She also serves as a financial advisor assistant for Central Investment Center, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Shandy Coleman McGuire is a financial advisor with J.P. Morgan Securities in Lexington, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Justin Fister is a financial advisor with Morgan Stanley in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets since 2002. Outside of his advisory role, he is involved as a referral consultant with Mad Skill Entertainment, a recreation business based in Lexington. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a wide range of investment and financial services.

Tyler Morton is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of Lexington, Houchens Insurance Group, and the University of Kentucky. He also has experience working with St Vincent DePaul. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

James Jolly III is a financial advisor at Robert W. Baird & Co. in Lexington, KY, holding a Series 66 designation with three years of industry experience. He has been with Baird since 2022 and previously worked at White Lodging Services and Article Menswear. The DDK Group, a team within Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and customized separately managed account programs, combining manager-traded and model-traded strategies alongside ongoing investment research and monitoring.