David Worley is a financial advisor at Visionary Horizons, LLC with four years of industry experience. He holds a Series 65 designation and has been with Visionary Horizons since 2021. In addition to his advisory role, he operates as an independent insurance agent specializing in health and life insurance. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management and financial planning services. The firm employs tailored investment plans and utilizes a combination of fundamental, technical, and quantitative analysis to manage client portfolios.

Mark Clark is a Series 66-licensed financial advisor with Wealth Management in Somerset, KY, bringing 22 years of industry experience. He has been with Wealth Management since 2008 and has operated as a self-employed CPA since 1993. Outside of advising, Clark serves as president of a CPA firm and is treasurer for a nonprofit religious organization. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients including defined contribution plan sponsors and government entities. The firm employs broadly diversified, passively managed portfolios primarily using no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold approach.

Jordan Polston is a financial advisor at Cetera Planning Partners with five years of industry experience. He holds the Series 66 designation and has previously worked at Avantax and Evans, Harville, Atwell & Company, CPAs, PLLC. Outside of his advisory role, he serves as the Worship Director at Science Hill Church of the Nazarene, where he leads the music program and manages the department’s budget. Cetera Planning Partners serves individual and high-net-worth clients, focusing primarily on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, and retirement-related advice, complemented by tax, bookkeeping, payroll, and estate-planning services delivered through affiliated providers.

Seth Atwell is a financial advisor with Cetera Planning Partners, holding the PFS™ designation and Series 66 license, and has 20 years of industry experience. He has worked with multiple firms including Avantax and 1st Global Advisors, and is a partner at Evans, Harville, Atwell & Company CPAs. He serves as a board member and treasurer for the Somerset Pulaski County Economic Development Authority, a nonprofit focused on local economic development. Cetera Planning Partners serves individual and high-net-worth clients, primarily pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates comprehensive services such as tax planning and estate strategies within a networked Cetera platform, using diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Justin Thompson is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 credentials and bringing eight years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley, BB&T Securities, and Total Quality Logistics. Based in Somerset, KY, he has been with Truist since 2018 through its predecessor firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and ongoing portfolio oversight.

Eric Warren is a CFP® with 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2014. He holds Series 63 and Series 65 licenses and operates out of Somerset, KY. Outside of his advisory role, he is involved in online resale activities on eBay. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, supported by a combination of third-party portfolio managers and in-house management, and is affiliated with Fifth Third Bank.

Jon Harville is a financial advisor with Cetera Planning Partners, holding PFS™ and Series 66 designations and bringing 21 years of industry experience. He has worked with several firms including Avantax Planning Partners and 1st Global Advisors, and he is a partner at Evans, Harville, Atwell & Company, a CPA firm. Harville serves on the boards of the Morehead State University Foundation and multiple organizations in Ormond Beach, Florida, including roles as treasurer. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates its offerings with the broader Cetera network and provides ancillary services such as tax planning, bookkeeping, and estate-planning support.

Crystal Davis is a financial advisor with Edward Jones in Somerset, KY, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Somerset Advisors LLC, LPL Financial, and Keystone Financial Group. 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 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Andrew Geary is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 65 designation and has prior work experience in the agriculture sector, including roles at McCauley Brothers and ADM Animal Nutrition. Outside of advising, he is involved in agricultural management and works as a driver and farm hand through independent contractor roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio strategies and platform arrangements.

Jessica Asman is a financial advisor with Edward Jones in Somerset, KY, holding a Series 66 designation and two years of industry experience. Her prior work includes a year at Innovative Business Concepts and several years with Edward Jones beginning in 2017. She has also explored office cleaning as a side business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions and operates one of the largest networks of financial advisors in the industry.

Erin Todd is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016. Outside of her advisory role, Erin has been involved with Mary Kay since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Tindall is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Henderson is a financial advisor with LPL Financial in Somerset, KY, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked with LPL Financial since 2011 and previously held roles at Forcht Bank and BB&T Investment Services, Inc. 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 financial planning and investment management services, including advisory and brokerage solutions, and supports advisors with a variety of portfolio strategies and technology tools.

Kimberly Hudson is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones and its affiliated entities since 1999. Outside of her advisory role, she is involved in sales of cosmetic products through Mary Kay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Kerry Cowan Jr. is a CFP® professional with 22 years of experience in the financial industry, currently advising clients at LPL Financial since 2011. Prior to joining LPL, he worked four years with Edward Jones. Outside of finance, Cowan is involved with Fox Total Car Care, an automotive care business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, leveraging a large network of investment adviser representatives and advanced operational tools.

Frederick Doll is a financial advisor with Edward Jones in Somerset, KY, holding Series 63 and Series 66 designations and having 28 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Lowell Washam is a CFP® professional with 24 years of industry experience, currently serving at Edward Jones since 2001. He is based in Somerset, KY, and holds Series 63 and Series 66 licenses. Outside of financial advising, Washam works as a football and basketball color commentator for Forcht Broadcasting Somerset 106 and serves as a Harbor Commission member for the City of Red Wing, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Steven Booth is a CFP® professional with 22 years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at Spectrum Financial Alliance, Ameriprise Financial Services, Investment Professionals, Community Trust Bank, and Linsco Private Ledger. 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 broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

David Cothron is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he operates Cothron Financial Services LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Brent Harpster is a CFP® professional with 21 years of experience, currently affiliated with LPL Financial in Somerset, KY. His prior roles include positions at Charles Schwab and Nationwide Investment Advisors. Outside of his advisory work, he operates a short-term rental business through Lake Cumberland Cabin, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, access to third-party asset managers, and institutional platforms, supporting advisors with model portfolios and technology tools.

Warren Thompson is a financial advisor with Edward Jones in Somerset, KY, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is a shareholder in a hunting land and hobby farm business and owns interests in a retail pharmacy and a boat storage warehouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and features a large national network of financial advisors and branch offices.

Charles Sobieck is a financial advisor with Edward Jones in Somerset, KY, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved as a manager in a commercial real estate business, ATCB, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

William Parkey is a financial advisor with Advocacy Wealth Management, LLC, holding a Series 65 credential and 11 years of industry experience. He has worked at multiple firms, including Meridian Wealth Management and Panoptic Financial Group. Outside of financial advising, Parkey serves as president of Zipliens Companies, a medical lien resolution business, and holds leadership roles in structured settlements and legal technology companies. Advocacy Wealth Management is a multi-team firm with 28 advisors that provides wealth management services, serving clients with a collaborative approach.