William Hensley is a CFP® with 30 years of industry experience and is a financial advisor at Creative Financial Solutions, LLC. He has worked with Cambridge Investment Research Advisors Inc. and Cambridge Investment Research Inc. since 2014. Hensley serves as a board member of Young Life Huntington and is involved with the Rotary Club of Barboursville, WV, where he has held the position of past president. Creative Financial Solutions primarily provides comprehensive financial planning and advisory services to individuals, families, small businesses, and trusts. The firm focuses on planning and fee-for-service models and utilizes third-party custodians and research to support investment recommendations.

Leif Clarke is the principal of Leif Clarke Wealth Management, Inc. in Ashland, KY, with 30 years of experience in the financial industry. He holds Series 63 and Series 65 credentials and previously worked at Private Client Services from 2015 to 2017. Clarke serves as a board director and investment professional for Ramey Estep Homes, Inc., a nonprofit organization serving troubled youth. Leif Clarke Wealth Management provides investment management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a value-oriented investment approach and customizes recommendations based on clients’ risk tolerance, time horizon, income needs, and tax situation.

Anthony Park is an advisor at Leif Clarke Wealth Management, Inc. with Series 63 and Series 65 credentials. He has worked in financial services roles at firms including Baird and Kentucky Farmers Bank, and has experience in health department administration. Leif Clarke Wealth Management provides investment management and financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a value-oriented investment approach and customizes recommendations based on clients’ risk tolerance, time horizon, income needs, and tax considerations.

Chandis Ferguson II is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with International Assets Advisory, LLC since 2016. Ferguson also owns and operates Platinum Investments, LLC, an investment-related business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and third-party managers to meet client objectives.

Christopher Hamm is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including 19 years at Western & Southern Financial Group and roles at Insurance and Beyond of Kentucky, LLC, where he is also an owner. In addition to his advisory work, he owns The Camayo Room of Ashland, an event venue rental business. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, and nonprofit organizations. The firm offers asset management, financial planning, and retirement plan services through a network of approximately 97 advisors utilizing a structured risk framework and diversified investment approaches.

Robert Brewster II is a financial advisor at United Brokerage Services, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with United Brokerage Services since 2005. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Dennis Bearce is a financial advisor at Fifth Third Securities, Inc. in Huntington, WV, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has worked with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and incorporates features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Christen Harper is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 66 and Series 63 designations. Her prior experience includes a decade working with Dr. Mark Hickman before joining Empower Financial Services, Inc. and Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions.

Barbra Kitchen is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has been with Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Mark Compston is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior firms include Lincoln Financial Securities Corporation and Wells Fargo Advisors. He serves as Treasurer on the board of Third and Center, a nonprofit organization in Ironton, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, 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 supported by proprietary and third-party research.

David Thompson Jr. is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Raymond James since 2007. In addition to his advisory role, he is a partner in Lightning Properties, a business outside the investment sector. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

James Norris III is a financial advisor at Robert Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert Baird since 2019, following over three decades at J.J.B. Hilliard, W.L. Lyons, Inc. and IA J. C. Bradford & Co. Outside of his advisory role, Norris serves on the investment committee of First Presbyterian Church in Ashland, KY, and is involved with local organizations including a country club board and a finance committee for a nonprofit. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment approaches including separately managed accounts and overlay strategies.

Stephanie Mc Knight is a financial advisor with Robert Baird & Co. in Ashland, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliary Lyons since 1997. She also serves as a trustee of family-related and relative’s trusts, overseeing assets and assisting with distributions. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and other clients through tailored financial planning and portfolio management services, including discretionary and non-discretionary management and a range of investment strategies.

Tanner Locey is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank, and has a background that includes experience in the banking sector and lawn care. Locey holds Series 63 and Series 65 credentials. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Noel Rigsby is a CFP®, ChFC®, and Series 66-licensed financial advisor with nine years of industry experience. He has been with Edward Jones since 2016 and also works with Vanguard Solutions, Inc. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Brian Salters is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 14 years of industry experience and is based in Worthington, KY. Outside of his advisory role, Salters owns Salty's BBQ and Catering, a smoking and grilling business for events. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, supported by comprehensive research and multiple portfolio management styles.

Victoria Wellman is a financial advisor with Robert Baird & Co., holding a Series 66 designation. She has been with Baird Private Wealth Management since 2024. Prior to joining Baird, she worked at Paul J Alvarado PC and The Ticket Clinic. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, and charitable organizations, providing customized financial planning and portfolio management services. The team employs a range of strategies including traditional and non-traditional allocations, using both in-house and third-party managers to meet client goals.

Daniel Lovejoy is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds a Series 66 designation. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Harry Lucke is a financial advisor at Robert Baird & Co. with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Robert Baird since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1984. Outside of his advisory role, he is a limited partner in an oil and natural gas well in LaSalle County, Texas. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of traditional and complex investment strategies.

Mark Compston is a CFP® professional with 32 years of industry experience and is currently affiliated with LPL Financial. His prior roles include positions at Lincoln Financial Securities and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Deanna Patrick is a financial advisor at Edward Jones in Ironton, Ohio, holding a Series 66 designation with 21 years of industry experience. She has been with Edward Jones for 10 years. Patrick serves as a board member for Ironton Alive, a community organization involved in planning and implementing local activities. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors across the United States.

Eugene Cox is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services, MassMutual, and MetLife Resources. Outside of his advisory role, he is a member of the Financial Partners Group, which involves registered advisory activities related to fixed annuities, fixed life insurance, and accident and disability products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and employs a variety of asset-allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Aaron Finney is a financial advisor with LPL Financial in Ashland, KY, holding the Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he serves as a pastor at Fisher Memorial Church. 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. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and various technology tools.

James Kent is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at Concourse Financial Group Securities, Lincoln Financial Securities Corporation, and operating Kent Wealth Management LLC. Outside of financial advising, he is involved in coaching and refereeing tennis. 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 variety of advisory programs and financial planning services, supported by research and diversified investment strategies.

David Hanzel II is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. 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.

Gene Rhoades II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and offering 37 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Outside of advising, he is a joint owner of RRK Holdings, a corporation that manages an office building. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors and offers multiple program options, including model portfolios and bespoke strategies.

Valoria Bailey is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and 26 years of industry experience. She has worked at Robert Baird & Co. since 2019 and concurrently with J.J.B. Hilliard, W.L. Lyons, LLC since 2009. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary management, separately managed accounts, and both traditional and non-traditional investment strategies.

Colby Wright is a financial advisor with Raymond James & Associates in Ashland, KY, holding a Series 66 credential and 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined total of 14 years. Outside of advising, he is involved in agriculture and construction/engineering as a sole proprietor in Louisa, Kentucky. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles supported by firm research and affiliated sub-advisers.

John Perry is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has previously worked at the Social Security Administration and the Russell Independent School System. Outside of his advisory role, he serves as a varsity soccer head coach for the Russell Independent School System and also coaches youth players at the Easter Elite Soccer Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies alongside affiliated investment products.

Nathan Harmon is a financial advisor with LPL Financial based in Ironton, OH. He holds a Series 66 designation and has two years of industry experience, including prior roles at Lincoln Financial Services and Compston Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, third-party research, and various investment strategies.

Ryan Reames is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Robert Baird since 2019, following earlier experience at JJB Hilliard WL Lyons LLC. Outside of his advisory role, he serves as mayor of Bellefonte, Kentucky, and is a board member of the Ashland Alliance, a local chamber of commerce chapter. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides customized portfolio and consulting services, including discretionary and non-discretionary management, using a variety of investment strategies and overlays.

Eric Baker is a financial advisor at Edward Jones in Ashland, KY, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies through a large network of financial advisors and branch offices.

James Gibbs is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked at Cetera since 2019 and previously spent over a decade with Summit Financial Group and Summit Brokerage Services. Outside of advisory work, he has a 50% ownership interest in a local restaurant and coin-operated laundry business in Ashland, Kentucky. 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 discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Andrew Hughes is a financial advisor at Robert W. Baird & Co. with one year of industry experience. Prior to joining Baird, he worked at Lawrence and Associates and has a background in law, including positions at Reed Law Firm and Bailey Law Firm. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and provides financial planning, consulting, and brokerage services.

Gregory Rankin is a financial advisor at Osaic Wealth, Inc. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, he owns a sole proprietorship involved in managing short-term vacation rentals. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors. The firm offers brokerage, investment advisory, financial planning, and managed account services that utilize firm-provided asset allocation tools and third-party solutions.

Ryan Rice is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Steven Simmerman is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James for 19 years. Outside of his advisory role, Simmerman is a partner at Lightning Properties LLC, where he participates in real estate leasing decisions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Carla Adkins is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of her advisory work, she serves as Treasurer on the Board of the Kings Daughters Medical Center volunteer organization in Ashland, KY. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.