Carter Rose is a financial advisor at Five Talent Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was self-employed and has experience in agriculture and nonprofit sectors, including work with Dulous Farms and the Murray State Foundation. Five Talent Financial LLC provides advisory services to individuals, business owners, high-net-worth families, trusts, and small businesses. The firm offers comprehensive financial planning, portfolio management, and integrated tax services through an in-house CPA, with a holistic, goal-based investment approach and a selective options income strategy for accredited investors.

Logan Foster is a financial advisor with Markowski Investments in Murray, KY, holding Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Markowski Investments, he worked at Murray Wealth Management LLC and has also managed sales and marketing for Murray Sporting Goods. He is the sole owner of Murray Property Management LLC. Markowski Investments provides personal financial planning and discretionary portfolio management to a broad client base, including individuals, families, and charitable organizations, managing approximately $473.9 million in assets. The firm’s investment approach combines strategic asset allocation with tactical adjustments based on various analyses and offers comprehensive planning that covers tax, retirement, and estate considerations.

Diana Thomason is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Intercarolina Financial Services, Inc. since 2010. Outside of her advisory role, she hosts a local radio breakfast show in Murray, KY. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis to create individualized investment policies and manages accounts on both discretionary and non-discretionary bases.

Lance Cherry is a financial advisor with Markowski Investments in Murray, KY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at Truth of Investing, Caitlin John, LLC, and Curian Capital, LLC. He is also the owner of Cherry Wealth Management. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base, including individuals, families, trusts, and small businesses, managing approximately $474 million in assets. The firm combines strategic asset allocation with tactical adjustments based on fundamental, technical, and cyclical analysis, maintaining a predominantly long-term investment approach.

Mark Vinson is a financial advisor at Money Concepts Capital Corp with 32 years of industry experience. He has been with Money Concepts since 2004 and also holds a position at Heritage Bank. He holds Series 63 and Series 65 credentials. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and integrates fundamental and technical analysis with modern portfolio theory to manage assets for approximately 14,700 clients.

Byron Peacher is a financial advisor with Empower Advisory Group in Murray, KY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and GWFS Equities. Outside of his advisory work, he owns a rental property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Hearne Harralson is a financial advisor with Robert W. Baird & Company, Incorporated, holding Series 63 and Series 66 credentials and 23 years of industry experience. His career includes roles at First Southern National Bank, Caldwell County Schools, and Encompass Wealth Management. He also works as a contractor in supplemental insurance sales on a limited basis. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, and custody and brokerage solutions, with notable capabilities in manager selection, tax management, and municipal advisory services.

Eric Penniston is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, he is a co-owner of a farm and has interests in local property development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a variety of advisory programs and investment solutions, including tax-efficient services and discretionary and non-discretionary strategies, operating under a fiduciary standard.

Lee Norman is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. 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 programs and investment strategies, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices.

Colin Fitz Gerald is a financial advisor at Edward Jones in Murray, KY, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.

Cindy Bergman is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Raymond James & Associates for nine years before joining Baird in 2022. Bergman is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, employing a mix of in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Philip Chapman is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was with Neel Enterprises Inc. Liquid Services for one year. Outside of his advisory role, Chapman serves as an adjunct professor at Liberty University School of Business, where he chairs doctoral dissertations on a part-time basis, and he owns a golf course/country club in Murray, KY. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

James Mcconnell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Cetera and its related entities since 2015. Mcconnell serves as a board member of the Ju Kevil Foundation, which provides education and job training for mentally and physically handicapped individuals. Cetera Investment Advisers LLC is a large SEC-registered advisory firm with over 10,000 advisors nationwide, serving individual, corporate, charitable, and institutional clients through a range of portfolio management and consulting services. The firm offers diverse program options, including model portfolios, third-party managers, and customized strategies, managing more than $256 billion in assets.

Phillip Boss II is a Series 66 licensed financial advisor with nine years of industry experience, currently working at Edward Jones since 2017. Prior to joining Edward Jones, he spent three years at Hit Repair. 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 strategies, including discretionary and non-discretionary wrap fee options, and operates under a fiduciary standard.

Dustin Adams is a financial advisor with LPL Financial in Murray, KY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Edward Jones for two years before joining LPL Financial in 2009. 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 and access to third-party asset management through a large network of investment adviser representatives, utilizing both discretionary and non-discretionary strategies.

Patricia Latimer is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Baird in 2022, she worked at Raymond James & Associates for nine years. She serves as Treasurer for the Woodmen Life fraternal society’s Kentucky jurisdiction and holds a Treasurer role with the Hazel Woman's Club in Hazel, KY. Baird's DDK Group within the Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services through a variety of SMA strategies and advisory models. The firm reported approximately $394 billion in regulatory assets under management as of December 31, 2025, and provides municipal advisory services along with strategic minority investments and partnerships.

Heath Scott is a financial advisor with Robert Baird & Co. in Murray, Kentucky, holding Series 63 and Series 66 licenses and having 27 years of industry experience. His prior work includes roles at J.J.B. Hilliard, W.L. Lyons, Inc., Raymond James & Associates, and BB&T Investment Services, Inc. Outside of his advisory work, he is an owner and landlord of a rental property. Heath is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, supported by in-house research and technology.

Jacob Hornbrook is a financial advisor with Edward Jones in Murray, KY, holding a Series 66 designation and having two years of industry experience. Prior to joining Edward Jones, he worked for seven years as a retail store manager at Prime Communications, where he managed and trained employees. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.