John Klein is a financial advisor at Lockshield Partners, Inc. in Glasgow, KY, holding a Series 65 credential with approximately four years of experience in the financial services industry. His prior roles include positions at When On The Way and Maryville University. Outside of his advisory work, he has been involved with Warren County Inline Hockey. Lockshield Partners serves individual and high-net-worth clients with fee-based comprehensive portfolio management and financial planning, emphasizing non-discretionary management using fundamental analysis and a mix of investment strategies. The firm manages approximately $246 million for over 1,000 clients with three advisors and maintains an ownership affiliation with an accounting firm.

Clark Hayden is a CFP® professional with ten years of industry experience, currently serving at Lockshield Partners, Inc. since 2017. He has prior experience with LPL Financial LLC and Thrivent Investment Management Inc. Outside of his advisory role, he tutors English to Chinese children aged 6 to 13 and is involved in tax preparation and bookkeeping through a local accounting firm. Lockshield Partners, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients, focusing on fee-based, non-commission investment strategies that blend long- and short-term approaches with options and margin. The firm supports a large client base through a four-person team and manages approximately $291 million on a non-discretionary basis.

Jeremiah Harston is a financial advisor with Lockshield Partners, Inc. in Glasgow, KY, holding the Series 63 and Series 65 licenses and with 15 years of industry experience. He has been with Lockshield Partners since 2015 and also operates a small duck hunting club in Arkansas through Wildcat Duck Club, LLC. Lockshield Partners serves individual and high-net-worth clients, providing comprehensive portfolio management, financial planning, and consulting through a fee-based, asset-under-management model. The firm employs fundamental analysis with a combination of long- and short-term strategies, including options and margin, and manages a relatively large number of client relationships per advisor.

Daniel Klein is a financial advisor at Lockshield Partners, Inc. in Glasgow, KY, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lockshield Partners since 2015 and LPL Financial since 2011. Outside of his advisory role, Klein is an author of investment-related content. Lockshield Partners serves individual and high-net-worth clients with fee-based comprehensive portfolio management and financial planning. The firm manages assets on a non-discretionary basis using fundamental analysis and a mix of long- and short-term strategies, and it maintains an ownership affiliation with an accounting firm.

Samuel Dickinson is a financial advisor with Robert W. Baird & Co. in Glasgow, KY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Dickinson serves as a board member and treasurer of the G Club and is involved with the Rotary Scout Reservation Foundation as a board member and on its investment and finance committee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, and provides municipal advisory and public finance services alongside its investment capabilities.

Thomas Houchens is a CFP® professional with three years of industry experience, currently serving at Robert W. Baird & Co. in Glasgow, KY. His background includes roles at Fox Hollow Golf Course and Houchens Industries prior to joining Robert W. Baird. 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 team offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Sheila Perkins is a financial advisor with Edward Jones in Glasgow, KY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Strother is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has previously worked at VOYA Financial Advisors. In addition to his advisory role, he is an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform that provides various portfolio management options, financial planning, and access to third-party money managers.

Bryan Baysinger is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. since 1998. Baysinger serves on the boards of two nonprofit organizations, Crossroads Life Center and the Glasgow Education Foundation, where he contributes to financial oversight and scholarship programs. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a wide range of clients including individuals, families, and institutions. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Brad Korte is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Zachary Ross is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes eight years at Edward Jones and roles in the pharmaceutical sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with a variety of investment platforms, including model portfolios, third-party subadvisors, and customized strategies.

Oscar Bates is a ChFC® credentialed financial advisor with 11 years of industry experience. He is currently with Cetera and has prior experience at Avantax Advisory Services and Commonwealth Tax Professionals, where he also provides tax preparation services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts through a large network of independent advisors. The firm offers portfolio management, financial planning, and access to multiple program platforms with discretionary and non-discretionary options.

Barrett Metzger is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, following prior experience at JJB Hilliard WL Lyons LLC. Outside of his advisory role, he is involved with the Falls City Soccer Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

James Harris is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2015. Outside of his advisory role, he is involved in Pools and Leisure Construction, a business he has been part of since 2014. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.