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.

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 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.

Anthony Brown is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Raymond James Financial Services Advisors Inc. for 14 years and held roles at Central Bank and Trust and Co. and Central Investment Center, Inc. He serves as Vice President at Central Bank and Trust and Co., a position concurrent with his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by research and operational 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.

Phillip Sexton is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 65 and Series 63 designations. His prior roles include positions at Raymond James & Associates and Dupree Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 in Lexington, KY, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Lincoln Financial Securities Corporation and is involved in Benefit Insurance Marketing, Inc., where he serves as president and benefit consultant. Stacy also has a role in medical practice consulting through Encompass Benefits & Management Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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 at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His prior roles include five years at Bank of America/Merrill Lynch and seven years at PNC. Outside of financial advising, he is the owner and lead singer of Pedestryans Official LLC, a music band based in Lexington, Kentucky. 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. The firm’s advisory process involves centralized due diligence combining quantitative and qualitative research and incorporates ESG criteria within a non-discretionary program.

Lauralea Cobb is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Central Bank & Trust Co, Robert Baird & Co., and JJB Hilliard WL Lyons LLC. She is also involved as a financial advisor assistant with Central Investment Center, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shandy Coleman Mcguire is a financial advisor with J.P. Morgan Securities in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015 and previously worked at Chase Investment Services Corp. from 2008 to 2012. 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 and fund searches, and customized performance reporting within a non-discretionary framework.

Justin Fister is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2009, with prior experience at Citigroup Global Markets from 2002 to 2009. Outside of his advisory work, he is involved as a referral consultant with Mad Skill Entertainment, a recreation business based in Lexington, Kentucky. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

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.