George Perros is a financial advisor with Resurgent Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Comprehensive Asset Management & Servicing, Inc. and Encompass Financial Advisors LLC. Outside of advising, he serves as the mayor of Danville, KY, a role he has held since 2015. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services tailored through fundamental analysis and ongoing portfolio monitoring. The firm manages assets using mutual funds, ETFs, and independent Sub-Advisors on both discretionary and non-discretionary bases.

Rebecca Bowling is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Resurgent Advisors and has prior experience at Edward Jones Investments. Outside of financial advising, she is involved with Burkmann Nutrition. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, and advisory services guided by fundamental analysis and utilizes mutual funds, ETFs, Sub‑Advisors, individual securities, REITs, and alternative investments.

David Morris is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc., United Financial Services, and TRANSAMERICA Agency Network. In addition to his advisory work, he is involved in insurance sales, assisting clients with life, disability, long-term care, and Medicare supplement insurance. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while providing portfolio management, ERISA plan consulting, and oversight of third-party managers.

James Garner Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he owns Garner Productions, an audio/video theatrical scriptwriting business where he works as a writer, producer, actor, director, and host. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party investment strategies with ongoing oversight from an Investment Strategy Committee.

Natalie Burkhead is a financial advisor at PNC Wealth Management with two years of industry experience. She holds the Series 66 designation and has worked with PNC Investments LLC since 2022, following an 11-year tenure at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via invitation to PNC Bank employees. The firm uses algorithmic tools to guide investment strategy and employs third-party managers for portfolio implementation and proxy voting.

Christopher Wood is a Series 65-licensed advisor with Hornor, Townsend & Kent, LLC. He has experience in the financial services industry through roles at Guardian Financial Strategies and Asset Marketing Systems, as well as prior work in law enforcement and public service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a range of investment management options with a significant asset base.

Jerry Smothers is a financial advisor with Edward Jones in Danville, KY, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of over 23,700 financial advisors.

Josiah Robbins is a CFP® with three years of industry experience, currently serving at Cetera Wealth Services, LLC. He also holds a role as a Tax and Wealth Associate at McDaniel Wealth Management, PLLC, where he provides tax preparation and accounting services alongside assisting financial advisors. His prior experience includes positions at Avantax Insurance Agency and Avantax Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of portfolio management and financial planning services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients.

William Duncan is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at Citizens National Bank for four years before joining Edward Jones in 2019. He is also the owner and proprietor of an Edward Jones office in Stanford, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the country.

Robbie Perry is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors and The Prudential Insurance Company of America. Outside of advisory services, he has been involved in insurance products sales and held partial ownership in a Subway restaurant. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party management. The firm integrates advisory programs with brokerage and insurance products through its affiliated entities.

Timothy Mcdaniel is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Cetera and has held prior roles at Avantax Insurance Agency and Avantax Advisory Services, among others. In addition to his advisory work, he owns an independent insurance agency and provides accounting and tax preparation services through his own firm, McDaniel Wealth Management, PLLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Christopher Dick is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has previously worked with Avantax Planning Partners, Avantax Advisory Services, Avantax Investment Services, Evans Harville Atwell & Co CPAs PLLC, and Regions Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies, managed solutions, and affiliated mutual funds, operating under a fiduciary standard and supported by a large national network of advisors and branch offices.

Teresa Smothers is a Series 66 licensed financial advisor with Edward Jones in Danville, KY, where she has worked since 2014. She has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large network of advisors and branch offices.

Thomas Tye is a CFP®-certified financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved with Lune Bleue, LLC, a non-investment related business in Danville, KY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions through a national network of representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management across diversified investment strategies.

Jeffrey Joiner is a financial advisor with Raymond James Financial in Danville, KY, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Raymond James Financial since 2007 and also serves as Vice President and Branch Manager of FNB Investment Services. Joiner is active in his community as a Finance and Investment Committee Member and Deacon at the First Christian Church of Danville. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, with specialized advisory programs and consulting services.

Brock Jones is a financial advisor with Edward Jones in Danville, KY, holding a Series 66 designation and bringing eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the YMCA of Central Kentucky, KentuckyOne Health, and Bodyfit, Inc. Outside of his advisory role, he serves as Group President of The Referrals Group, LLC, where he organizes meetings and events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mack Johnson is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and five years of industry experience. He has been with Baird since 2020 and previously worked at National Veterinary Associates from 2016 to 2020. Outside of his advisory role, he serves on the stewardship team at Pleasant View Baptist Church. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary management, separately managed accounts, and overlay strategies.

Cynthia Lanham is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Shelter Insurance and McDaniel Wealth Management PLLC, where she also operates a tax preparation and accounting practice. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that incorporates affiliated and third-party managers across various program structures.

William Martin Jr. is a Series 66–licensed financial advisor with Raymond James Financial in Lancaster, Kentucky, with three years of industry experience. Prior to joining Raymond James, he spent eight years at Centre College. He is also involved with FNB Investment Services as an associate, providing investment services through Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Evan Mc Mann is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James, he worked with Masterworks Advisers, LLC and Arete Wealth Advisors, LLC. He is also a Platform Associate for Masterworks, LLC, an alternative investment platform, where he performs defined administrative functions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports a broad advisor network with services that include municipal and public finance advisory work.

John Bell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at Primerica Advisors since 1985 and Primerica Financial Services since 1991. His prior experience includes roles at GP Dental and PreXion Inc. Bell also receives compensation for sales and referrals related to home loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Jason Cullen is a financial advisor with LPL Financial in Danville, Kentucky, holding Series 63 and 66 licenses and bringing six years of industry experience. He previously operated JM Cullen Enterprises LLC for eight years before joining LPL Financial. Cullen serves as a magistrate on the Boyle County Fiscal Court board and works as a pilot for MAC Metals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services through a national network of investment adviser representatives.

Carmack Kersey is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Valery Mcmann is a CFP®-credentialed financial advisor with 26 years of industry experience, currently associated with Raymond James Financial. He has held roles at Raymond James Financial Services since 2007 and FNB Investment Services since 2019. Outside of his advisory work, Mcmann serves as Treasurer for the Boyle County Homeless Coalition, where he manages budgeting and attends board meetings. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Heidi Crutchfield is a financial advisor at Edward Jones with 10 years of industry experience. She holds the CFP® designation and the Series 66 license, and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Amy Newell is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds a Series 66 designation and has worked with Raymond James and Farmers National Bank since 2006. At Farmers National Bank, she serves as a registered sales assistant and licensed assistant, supporting financial advisors through administrative and investment-related roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored planning and risk profiling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Cox is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SagePoint Financial, Inc. and Next Financial Group Inc. Cox is also the owner of Rockcastle Wealth Management, through which he provides investment services. OSAIC serves a broad range of retail and institutional clients with integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various assets, offering both discretionary and non-discretionary management options.

Alex Wagner is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019. His prior experience includes roles at H.D. Vest Advisory Services, McDaniel Wealth Management, and H.D. Vest Investment Services. Wagner also has a background in education, having worked at Boyle County High School for 14 years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining institutional advisory operations with brokerage and investment management capabilities.

Jason Flynn is a CFP®-certified financial advisor with Edward Jones in Stanford, Kentucky, where he has worked since 2001, totaling 24 years of industry experience. He serves as a board member for the Stanford Lions Club, Ephraim McDowell Hospital’s finance board, and CASA of Lexington. Edward Jones is a full-service wealth management firm serving over four million clients with a wide range of advisory services, including discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

Ashley Cooper is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones, she worked at Ephraim McDowell Wellness Center and Stuart Powell. Outside of her advisory role, she instructs a fitness class at Ephraim McDowell Wellness Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm combines a large retail advisor footprint with affiliated capabilities such as a trust company and securities-based lending.