Robert Larue is a financial advisor with Owen LaRue Financial Group in Elizabethtown, KY, holding a Series 63 designation and 33 years of industry experience. He previously worked at LPL Financial for 19 years and held positions at Private Advisor Group, LLC and Private Client Services, LLC. Outside of his advisory work, Larue is a co-owner of Impellizzeri's Pizza and serves on the boards of the Knox Regional Defense Alliance and the Baptist Health System Foundation. Owen LaRue serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation with periodic rebalancing and works with third-party managers for portfolio implementation when appropriate.

William Cann Jr. is a financial advisor at Owen LaRue Financial Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has also worked at The Cecilian Bank since 2009, where he serves as Chief Investment Officer and Commercial Lending Specialist. Outside of his advisory role, he participates in the Lincoln Association of Baptists Stewardship Team, focusing on policies and procedures related to expenditures. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation and tailors portfolio management to clients’ objectives, using third-party managers for implementation when appropriate.

James Owen II is a financial advisor at Owen LaRue Financial Group with 18 years of industry experience. He holds a Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he serves as Chair of the Public Policy Committee for the Hardin County Chamber of Commerce and is involved in a direct primary care medical office. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans. The firm offers discretionary investment management, financial planning, retirement-plan advisory services, and recommendations for third-party managers, emphasizing strategic asset allocation and tailored portfolio reviews.

Clay Watkins is a CFP® professional with nine years of industry experience, currently serving as an advisor at LFG Wealth Partners, LLC. He has worked at several firms including AE Wealth Management, Robert Baird & Co., and Hilliard Lyons. Outside of his advisory role, he is involved with Legato Insurance Group, Inc. dba Legato Financial Group, Inc., where he provides insurance sales and services. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, offering personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a blend of fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Troy Todd is a financial advisor at LFG Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC and Kerr Workplace Solutions. In addition to his advisory role, he is involved in insurance sales and services through Legato Insurance Group, Inc. dba Legato Financial Group, Inc. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm uses a combination of fundamental, technical, and cyclical analysis along with strategies such as direct indexing, options trading, and strategic asset allocation.

Justin Jenkins is a financial advisor at LFG Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at AE Wealth Management, LLC, and Regal Investment Advisors, LLC. Outside of his advisory role, he serves as chapter president for the American Financial Education Alliance and is a board member of the First 48 Financial Education Alliance. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm’s investment approach includes fundamental, technical, and cyclical analysis, employing strategies such as direct indexing with tax-loss harvesting, options trading, and strategic asset allocation.

Maverick Melton is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at LFG Wealth Partners, LLC and previously worked at Fidelity Investments. Outside of financial advising, he serves as an independent contractor providing forestry management consulting. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors with personalized portfolio management through model portfolios and discretionary asset management. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes strategies such as direct indexing, options trading, and strategic asset allocation.

Jason Vander Pol is a financial advisor at LFG Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lord and Richards Wealth Management, Strategic Wealth Investment Group, and US Bancorp Investments. Outside of advising, he is president of Maurelli Consulting, an Amazon-based eCommerce business. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a disciplined investment process featuring fundamental, technical, and cyclical analysis, with strategies such as direct indexing, options trading, and strategic asset allocation.

Kylee Marcy is a financial advisor at LFG Wealth Partners, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Kyro Wealth Management, AE Wealth Management, and Fifth Third Securities. Outside of her advisory role, she serves as a board of trustees member for the Kentucky Opera. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors with personalized portfolio management through model portfolios, discretionary asset management, and ERISA plan services. The firm employs a disciplined investment process incorporating fundamental, technical, and cyclical analysis along with strategies such as direct indexing and options trading.

Brenton Ditto is a financial advisor at Magnate Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Private Advisor Group, LLC. He also operates Ditto Wealth Management in Elizabethtown, KY. Magnate Advisory Services serves individuals, businesses, charitable organizations, and retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a diversified, tax-aware investment approach based on Modern Portfolio Theory and serves a high volume of clients through standardized processes.

Ryan Kelly is a CFA® charterholder with one year of industry experience. He is currently with LFG Wealth Partners, LLC and previously worked at Legato Financial Group, Inc., Farm Credit Mid America, and Earnest Partners. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm’s investment approach combines fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Patrick Rumoro is a CFP®-certified financial advisor with five years of industry experience. He is currently with LFG Wealth Partners, LLC and has previously worked at Kyro Wealth Management, AE Wealth Management, and Silver Oak Securities. Outside of advising, he manages a real estate holding company and operates a travel accessory product sales business. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors through personalized portfolio management using model portfolios and discretionary direct-asset management. The firm employs a mix of fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

James Jones is a financial advisor with LFG Wealth Partners, LLC in Elizabethtown, KY, holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior roles include positions at Strategic Wealth Designers, Ameriprise, and multiple tax and accounting firms. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors, providing personalized portfolio management through model portfolios, direct-asset management, and ERISA advisory services. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and tactical asset allocation.

Gregory Schreacke is a financial advisor with Mutual Advisors, LLC and holds a Series 66 credential. He has 11 years of industry experience and has held roles at firms including Raymond James Financial Services and FIRST FINANCIAL Wealth Management. Outside of advising, he serves on the board of directors for the Lincoln Trail Council of the Boy Scouts of America and chairs the finance committee at St. James Church in Elizabethtown, KY. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm employs a mix of active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors.

Eric Bartlett is a financial advisor with Highpoint Planning Partners who holds a Series 66 designation and has 18 years of industry experience. He has worked with HighPoint Advisor Group, LPL Financial, and Level Four Advisory Services. Bartlett provides investment advisory services through HighPoint Advisor Group, an independent registered investment advisor. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, constructing client investment policies through personal consultations and employing a broad range of investment vehicles.

Caleb Lee is a financial advisor at Cerity Partners LLC with six years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services and Downs Insurance Agency, and he has also served as a part-time instructor for a financial planning course at Western Kentucky University. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and access to alternative and private market investments through a proprietary investment framework.

Carrie Grey is a CFP® at Cerity Partners LLC with 16 years of industry experience across three firms, including 11 years at Stiles Carter & Assoc. She is vice president of Grey & Grey Corp., a construction business based in Eastview, KY, where she performs accounting and administrative duties. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, offering customized wealth management services that include investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm employs a client-specific investment framework combining quantitative screening, manager selection, and access to alternative and private market solutions.

Marc Sanborn is a financial advisor with Cerity Partners LLC and holds a Series 66 designation. He has 17 years of industry experience, previously working at ARGI Investment Services and LPL Financial. Sanborn has limited involvement with group health insurers unrelated to investment activities. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, foundations, and institutional investors, offering customized wealth management services with a focus on client-specific investment profiles and access to alternative and private market solutions.

Cameron Brown is a CFP® professional with 10 years of experience in financial advising. He is currently with Cerity Partners LLC, where he has worked since 2023, following a seven-year tenure at ARGI Investment Services. Brown serves on the finance committee of the United Way of Central Kentucky. Cerity Partners advises a diverse range of clients including individuals, families, trusts, business entities, and institutional investors, overseeing approximately $166.2 billion in assets. The firm offers customized wealth management services, utilizing a client-specific investment framework and access to alternative and private market solutions for qualified clients.

Brady Reynolds is a financial advisor at Cerity Partners LLC based in Elizabethtown, KY, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Investment Planners, Inc., and several organizations outside finance such as Indian Hills Country Club and Western Kentucky University. Cerity Partners advises a diverse client base, including individuals, families, trusts, institutions, and private funds, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, proprietary quantitative screening, and access to alternative and private market solutions for qualified clients.

Charles York Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his financial advisory role, he served in the United States Army for nine years. He is the owner of C.L. York and Sons Home Solutions LLC, a business providing financial advisory services under the First Command name. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

David Strauss is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has five years of industry experience, including service in the U.S. Army from 2016 to 2022. Outside of his advisory role, he is the Chief Executive Officer of Bourbon Trail Financial Management, LLC, a financial services company connected to his primary firm. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs managed by an internal Investment Management Team and Wealth Portfolio Managers, utilizing a centralized and discretionary management approach.

William Wright is a Series 65 licensed financial advisor with 17 years of industry experience. He currently works at J.W. Cole Advisors, Inc. and previously managed The Wright Legacy Group, LLC for 20 years. Outside of his advisory role, he serves as a trustee on the board of Campbellsville University and owns Wright Farm, a cattle and hay operation. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Ben Wassom is a Series 65 registered advisor with Cerity Partners LLC in Elizabethtown, KY, with three years of industry experience. Before joining Cerity Partners in 2023, he held roles at several companies including The Men's Warehouse and Bellhop. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, offering customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm’s investment approach combines proprietary quantitative screening and manager selection with access to alternative and private market solutions for qualified clients.

Andrew Anastasia is a financial advisor with First Command Advisory Services in Radcliff, KY. He holds Series 63 and Series 65 designations and has one year of industry experience following a 25-year career in the US Army. His prior work history includes roles at several First Command entities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, providing discretionary portfolio management through a centralized Investment Management Team and Wealth Portfolio Managers.

Jessica Blaisdell is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has served with First Command in various capacities since 2013 and previously served eight years in the United States Army. Blaisdell is also treasurer of the Fort Knox Spouses and Community Club, overseeing books and records for local scholarships and grants. First Command Advisory Services, Inc. is an SEC-registered firm that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage portfolios from approved investment options.

Coleman Logsdon is a financial advisor at Cerity Partners LLC in Elizabethtown, KY, holding a Series 65 credential with two years of industry experience. He has worked at Cerity Partners since 2023 and has prior experience with ARGI Financial Group, UPS, and Lincoln Trail Country Club. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework based on client-specific profiles, combining proprietary quantitative methods with third-party and direct investment strategies.

Madison Maggard is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 11 years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering a range of financial planning, investment consulting, and municipal advisory services.

Kristen Manco is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has previously worked at First Command and Aflac. Outside her advisory role, she has served as an assistant softball coach and fitness consultant in Elizabethtown, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and offices.

Kyle Todd is a financial advisor at Edward Jones in Elizabethtown, KY, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Cellular Advantage and Northwestern Mutual. Outside of finance, he owns Foxhead Studios, providing photography and videography services to local sports teams and individuals. 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, supported by a large nationwide network of financial advisors and branch offices.

Amy Rodgers is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. She has worked at Cetera and its affiliates since 2018, including roles at CUNA Brokerage Services and Abound Credit Union. Outside of her advisory work, she is co-owner of a laser engraving business operating under ACR Enterprises, CampfireShop.com, and HSHCreates.com. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to diverse investment strategies.

Jeffrey Thomas is a financial advisor with LPL Financial in Elizabethtown, KY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Leslie Adams is a financial advisor with J.P. Morgan Securities in Elizabethtown, KY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of finance, she is co-owner of Mister DJ Sound, Inc., an entertainment business providing sound and lighting for concerts and events. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory model.

Brandon Hustead is a Series 66-credentialed financial advisor with Edward Jones in Elizabethtown, KY, bringing two years of industry experience. Prior to his current role, he worked at Hawx Services and held various positions while completing his education. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Patrick Swan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Nationwide Investment Services and Wells Fargo Funds Management. He serves as a committee member for Home of the Innocents, participating in finance and new business committees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains a unique affiliation with a municipal advisor to support its public finance work.

Megan Minton is a financial advisor with Fidelity Investments in Elizabethtown, KY, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Charles Schwab, as well as service in the United States Air Force. Outside of her advisory role, she is involved in managing rental businesses focused on authentic British bone china rentals and mid-term property rentals. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Alexander Rice is a Series 66-licensed financial advisor with seven years of industry experience. He is currently affiliated with LPL Financial and has previously worked at OSAIC, Woodbury Financial Services, and held roles at Murray State University and Steve Rice and Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of over 22,800 advisors and substantial discretionary assets under management.

Jason Mcgrew is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. His prior roles include positions at First Financial Bank, Yellow Cardinal Brokerage Services, Mainsource Bank, and First Service Capital Management. Mcgrew is also an associate at First Financial Bank in Elizabethtown, KY. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Rebecca Todd is a Series 66-licensed financial advisor with Edward Jones in Elizabethtown, KY, where she has worked since 2008. She has 17 years of industry experience. Outside of her advisory role, Todd serves on the board of directors for an advocacy and support center and teaches online biology courses as an adjunct instructor at Kentucky Wesleyan College. 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 with a nationwide network of 23,701 advisors, offering a range of discretionary and non-discretionary investment solutions alongside affiliated mutual funds and tax-efficient services.

Matthew Tyler is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2014. Tyler is also the owner of a business that supports his Raymond James branch and has invested in a medical practice founded by his sister. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Quenton Ford is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Thrivent Financial, Taylor County Bank, and Campbellsville University. He has also been involved with community organizations such as Broadway United Methodist Church and WKU Wesley Foundation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

James Spears is a financial advisor at Edward Jones in Elizabethtown, KY, with two years of industry experience. Prior to his advisory role, he was involved in the Spears Cattle Company and Professional Embryo Services from 2015 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

James Carroll is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds the Series 63 and Series 66 licenses. Outside of his advisory role, Carroll is involved in mental health counseling through The Next Step Counseling LLC and participates in sharecropping activities at a family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated offerings. The firm manages over $1 trillion in assets through a network of more than 23,000 advisors and provides both discretionary and non-discretionary advisory services under a fiduciary standard.

Leslie Hockman is a financial advisor with Edward Jones in Elizabethtown, KY, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2019, Leslie worked in dental offices from 2014 to 2019. Outside of advising, Leslie has performed clerical work for a local counseling service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors.

Patricia Gilland is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has eight years at JPMorgan Chase Bank, N.A. Outside of finance, she co-owns Gilland's German Shepherds, a business focused on breeding and training German Shepherds for obedience and service animal certification. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Alyssa Spears is a financial advisor with Edward Jones in Elizabethtown, KY, holding a Series 66 designation and four years of industry experience. She joined Edward Jones in 2019 after working in full-time education and has also been involved with The Next Step Counseling Services since 2017, where she performs administrative duties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of advisors and branch offices.

James Kaster is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2015. Prior to this, he was involved with Twin Maples LLC from 2014 to 2022. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate investors. The firm offers a range of advisory strategies and maintains a large nationwide network of advisors and branch offices.

Kevin Ryan is a financial advisor at Edward Jones with 34 years of industry experience, all spent at the firm since 1992. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in small aviation ventures involving vintage aircraft. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Lane Bowen is a financial advisor at Edward Jones in Elizabethtown, KY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Edward Jones Investments, the Kentucky Department of Agriculture, and Red Nucleus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.