Ancil Collett is a financial advisor with Alexander Investment Services Co. in Williamsburg, KY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Alexander Investment Services since 2006 and was a self-employed, independent certified public accountant prior to that. Collett also serves as a volunteer treasurer for First Baptist Church in Williamsburg and is a director of Highland Cemetery, Inc. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm emphasizes primarily non-discretionary portfolio management, retirement plan consulting and education, and written financial plans tailored to clients’ objectives, risk tolerance, and time horizon.

Clay Shelton is a financial advisor with Thrivent Investment Management in Williamsburg, KY, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Northwestern Mutual and Thrivent Financial, as well as non-financial positions ranging from education to various service roles over the past decade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based financial planning that can be engaged on a one-time or ongoing basis, offering a combination of planning and managed-account services without discretionary trading authority.

Steven Coyne is a financial advisor with Raymond James & Associates in Williamsburg, KY, holding Series 65 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at LPL Financial, Community Trust Bank, Jackson National Life Distributors, Guardian Life, and work with ride-share companies Uber and Lyft. Coyne manages an accessory rental property on his personal residence. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, investment consulting, and institutional advisory services, employing various portfolio management styles supported by firm research and affiliated sub-advisers.