Jacob Harper is a CFP® professional with 22 years of experience in the financial industry. He has been with Edward Jones since 2002, serving clients from the firm's Bowling Green, KY office. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services under a fiduciary standard.

Jonathan Ross is a financial advisor with Edward Jones in Scottsville, KY, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2005. Ross serves as a board member of the Glasgow Golf & Country Club, participating in monthly operational and budgetary decisions. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. 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.

Wendell Bunch is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 designations and has held roles at Cetera, Abound Credit Union, CUNA Brokerage Services, and Fifth Third Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Timothy Risher is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He previously worked at Investacorp Advisory Services, Inc. and Investacorp, Inc. for over two decades before joining LPL Financial in 2020. Outside of advisory work, he co-owns a farm in Scottsville, Kentucky, where he raises hay. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with access to model portfolios, research, and various management strategies.