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.

Miranda Wyles is a financial advisor with Edward Jones in Paris, KY, holding Series 63 and Series 66 registrations and possessing 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she is involved in managing a rental property business. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

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.

Mary Osborne is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds the Series 66 designation and previously worked in education, including roles at Junior Achievement of the Bluegrass and several public school districts. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services with a focus on manager selection, tax management, and the use of internal research tools.

Hope Wilden is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2013 and joined Wilden, Thompson & Associates Wealth Management Group in 2015. As a second-generation financial advisor, Hope supports the legacy established by her father and her partner throughout their tenure at Merrill. Her role focuses on providing comprehensive client service, assisting with financial planning and investment management, and collaborating with specialists on retirement planning, insurance, and lending solutions. She also serves as the group's liaison to Bank of America, facilitating unique mortgage and lending opportunities for clients and businesses. Prior to joining Merrill, Hope supported 401(k) plans and provided participant education to prepare plan members for retirement. She continues this work by helping business owners and plan sponsors implement and maintain effective 401(k) strategies. Her expertise covers areas including college education planning, divorce transition planning, investment consulting for defined contribution plans, women and wealth, and retirement income. Hope holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a bachelor's degree from the University of Kentucky. Hope participates actively in professional and community organizations such as God's Pantry, Kentucky Endowment for Humanities (where she serves as a board member), Ronald McDonald House, The National Association of Women Business Owners (NAWBO), and The Red Cross. She is also involved with the Lexington Chapter of the Professional Women's Forum, the University of Kentucky Alumni Chapter, and her sorority alumnae group, Alpha Omicron Pi. Outside of work, Hope enjoys spending time with family and friends, engaging in outdoor activities, and following University of Kentucky sports.

Karen Wagner is a financial advisor with Wells Fargo Clearing in Lexington, KY, holding a Series 63 designation and 32 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Jennifer Reisenbichler is a financial advisor at Robert Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following nearly 11 years at J.J.B. Hilliard W.L. Lyons. Outside of advising, she is involved in several non-investment ventures including co-owning a maple syrup production business, training and selling horses, and serving on an equine grand jury. The DDK Group at Robert Baird & Co., where she practices, serves a diverse client base including high net worth individuals, business clients, and charitable organizations. The firm offers comprehensive wealth management services with a focus on discretionary and non-discretionary portfolio management, utilizing a range of separately managed accounts, overlay management, and tax strategies.

Richard Hart is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, Inc. since 1983. Outside of his advisory work, he serves as treasurer for Broadway Baptist Church in Lexington, Kentucky. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized investment strategies using a mix of in-house and third-party managers and provides a range of services from financial planning to discretionary portfolio management.

Samuel Grider is a financial advisor at Cetera with the Series 66 credential and one year of industry experience. Prior to joining Cetera, he held roles in hospitality and insurance, including positions at Bluegrass Hospitality Group and Tower Hill Insurance Group. He has also been a full-time college student and worked in other sectors including dining and sports. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, operating through a nationwide network of more than 10,000 advisors.

Charles Fain is a financial advisor at Merrill in Lexington, KY, holding a Series 66 designation. He has less than one year of industry experience and previously worked at Family Financial Partners and Modern Woodmen of America. Outside of finance, he has been involved with businesses including Paddock Bar and Patio and Sundowns LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Ball is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Securities Corp and Retirement Management Services, LLC. Outside of his advisory role, he is involved with Benefit Insurance Marketing, a non-variable insurance business he has participated in since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeremy Lucas is a financial advisor at Stifel with 17 years of industry experience. He has held positions at Stifel since 2019 and previously worked at First Empire Securities, Inc. for 11 years. He holds a Series 66 designation. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Christy Brown is a financial advisor with Morgan Stanley in Lexington, KY, holding a Series 63 license and 25 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2006 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Tim Yessin is a financial advisor with Raymond James Financial in Lexington, KY, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James since 2018 and is also associated with Farmers National Bank dba Wealthsouth. Outside of his advisory role, he referees NCAA and high school sanctioned lacrosse games. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that support municipal and public finance work.

Theodore Bates Jr. is a financial advisor with Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Robert Baird & Co. since 2019 and has worked at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons since 1998. Outside of his advisory role, he is involved in thoroughbred horse breeding and serves as executor and trustee for family trusts. The DDK Group at Robert W. Baird & Co., where he practices, advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement strategies that align with client goals and risk tolerances.

Kelly Williams is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.