Gary Stratton is a financial advisor with Vistafront Partners Inc in Frankfort, KY, holding a Series 65 credential and five years of industry experience. He has an extensive academic background, serving as an Associate Professor of Economics and Finance at Kentucky State University since 2017, following over two decades at The University of Virginia's College at Wise. Outside of advising, he is involved with several community and philanthropic ventures, including roles as a consultant and registered agent for nonprofit initiatives supporting historically Black colleges and local business development. Vistafront Partners provides discretionary portfolio management primarily for individual clients, trusts, and business owners. The firm employs a combination of fundamental and technical analysis with a long-term buy-and-hold investment approach across stocks, bonds, mutual funds, ETFs, and REITs, managing around $650,000 across 24 client accounts.

Craig Coker is a financial advisor with Silver Oak Securities, Inc., holding the ChFC® and Series 66 designations and having 20 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Allstate Financial, and Wells Fargo Clearing. Outside of his advisory work, he is a part owner of Autumn Shade Farm, where he assists with general upkeep. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals. The firm manages roughly $2.4 billion in discretionary assets and offers a variety of advisory programs tailored to client objectives and risk tolerances, combining discretionary investment management with operational features like ongoing model monitoring and automatic investment processes.

Geoffrey Smarte is a Series 66-licensed financial advisor with Advisory Services Network, LLC, where he has worked since 2020. He has 18 years of industry experience, including nine years at Fisher Investments. Beyond his advisory role, he serves as chairman of Smarte Investments, a charitable organization that provides donations and scholarships to students and families. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing varied securities and investment strategies tailored to client objectives and risk tolerances.

Natalie Thomas is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Her career includes roles at Osaic Wealth Inc, Capital Financial Advisors, CTM Financial Group LLC, and Charles T. Mitchell Company PLLC. She also operated a business called Candi's Closet from 2021 to 2022. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and specialized offerings like annuity sub-account management and donor-advised fund advisory.

Robert Groce is a CFP® professional with six years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., Wilkerson Financial, and LPL Financial. Outside of his advisory work, he owns and operates a cattle farm and serves on the boards of the Franklin County Community Fund and Josephine Sculpture Park, in addition to participating on the finance committee of Hillcrest Baptist Church. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models with portfolios managed via a combination of proprietary and third-party platforms.

David Wood is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and a Series 63 license, with 33 years of industry experience. His prior firms include Arbor Point Advisors, Securities America, Inc., and Lincoln Financial, among others. Wood is also involved with CTM Financial Group in advisory and insurance sales capacities. Osaic Advisory Services, LLC serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm utilizes multiple advisory program models and provides access to alternative investments and affiliated services through its platform network.

Sarah Green Robinson is a financial advisor at Osaic Advisory Services, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc. and FSC Securities Corporation. Outside of her advisory role, she serves as an assistant coach for the girls' basketball team at Westridge Elementary and provides bookkeeping support for her family’s farm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

James Clouse is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has previously worked at Arbor Point Advisors, Securities America, Inc., and FSC Securities Corporation. Outside of advisory services, he is the managing member of Charles T Mitchell Company PLLC, a Certified Public Accounting firm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable and governmental entities. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory solutions through multiple program models with portfolios managed using proprietary and third-party platforms.

Michael Wilkerson II is a CFP® with 26 years of experience in financial advisory roles. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, LPL Financial, and Commonwealth Financial Network. Wilkerson serves as a board member of the Kentucky League of Cities Investment Pool and is the mayor of Frankfort, KY. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

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.

Amzie Wenning is a Series 66-credentialed financial advisor with Edward Jones, based in Frankfort, KY, and has 17 years of industry experience. He has been with Edward Jones since 2008. Wenning serves as a board member of the Frankfort Bourbon Society, where he assists in planning social events, private distillery tours, and speaker engagements. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

William Kent is a financial advisor at Edward Jones in Frankfort, KY, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Boston Scientific from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products alongside fiduciary standard services.

Paul Slaughter is a financial advisor with LPL Financial in Frankfort, KY, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. His prior roles include positions at Robert Baird & Co., J.J.B. Hilliard, W.L. Lyons, Morgan Stanley, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing proprietary research, third-party subadvisors, and technology tools, while maintaining a broad platform of both advisory and non-advisory financial products.

Kyle Sanders is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Bryan Jackson State Farm Insurance, Kroger Corporation, and Regal Cinemas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Thomas Current III is a financial advisor with Raymond James Financial, holding a Series 63 designation and 29 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1996 and Raymond James Financial since 2009. Outside of his advisory role, he owns Meadow Lane LLC, which holds his office property in Frankfort, Kentucky. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools for tailored, non-discretionary advice and supports a broad advisor network, with specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory programs.

Pamela Moore is a financial advisor with Primerica Advisors in Frankfort, KY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Primerica Advisors since 1984 and Primerica Financial Services since 1982. Outside of advisory work, she is involved in sales of investment-related and other home-related products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, providing a range of strategic, tactical, tax-aware, and income distribution investment models.

David Current is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and has been associated with Raymond James Financial Services, Inc. since 2007. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools, and supports municipal and public finance work through a municipal advisor affiliation.

James Mc Gary is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at German American Bank, CUNA Mutual Group, Allstate Insurance Company, and Mass Mutual. He maintains involvement in non-variable insurance trails from previous employment as a MassMutual career agent. 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, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

John Hibbard is a financial advisor with Edward Jones in Frankfort, KY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a JV head football coach and director of football operations for Fayette County Public Schools and is a candidate for public office in Franklin County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and is known for its extensive retail advisor and branch network as well as affiliated financial services beyond traditional advisory offerings.