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 credentials and has previously worked at AE Wealth Management, Fifth Third Bank, and PNC Bank. Outside of her advisory role, she serves on the Board of Trustees for Kentucky Opera, contributing to arts organization and performance decisions. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary asset management, and ERISA plan services. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

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 financial advisor at LFG Wealth Partners, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at AE Wealth Management, Silver Oak Securities, and Magnate Wealth Management. Outside of his advisory role, he is involved in managing 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, providing personalized portfolio management through model portfolios and discretionary asset management. The firm employs a mix of fundamental, technical, and cyclical analysis with strategies such as direct indexing and options trading, and it offers ERISA 3(21)/3(38) plan services.

James Jones is a financial advisor with LFG Wealth Partners, LLC in Elizabethtown, KY, holding Series 66, Series 63, and Series 65 credentials and eight years of industry experience. His work history includes roles at LFG Tax Partners, Legato Financial Group, and Strategic Wealth Designers, among others. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary asset management, and ERISA plan services. The firm’s investment approach combines fundamental, technical, and cyclical analysis with strategies such as direct indexing and options trading.

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 CFP® with six years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Before joining Cerity Partners in 2023, he worked at ARGI Investment Services and Downs Insurance Agency. He also serves as a part-time instructor at Western Kentucky University, teaching a financial planning course. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and offers access to private-market investments and affiliated pension consulting and insurance services.

Carrie Grey is a CFP® professional with over 16 years of industry experience. She is currently an advisor at Cerity Partners LLC and has previously worked at ARGI Financial Group and Stiles Carter & Associates. Outside of her financial advisory role, she serves as vice president of Grey & Grey Corp., a construction business where she handles accounting and administrative duties. Cerity Partners LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolios with a focus on diversified asset allocation and provides a broad range of services, including investment management, financial planning, tax support, and access to alternative and private-market investments.

Marc Sanborn is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at ARGI Investment Services and LPL Financial. Outside of his advisory role, he is involved in group health insurance activities related to a former business in health and ancillary group benefits. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation tailored to each client's profile.

Cameron Brown is a CFP® professional with 10 years of industry experience. He is currently with Cerity Partners LLC and previously worked for ARGI Investment Services for seven years. Brown serves on the finance committee for the United Way of Central Kentucky. Cerity Partners provides customized wealth management services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, utilizing tailored asset allocation and a combination of proprietary quantitative screens and third-party managers.

Brady Reynolds is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Investment Planners, Inc., and Indian Hills Country Club. Prior to his advisory roles, he was employed in various positions including at Western Kentucky University and Hardin Public School District. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base ranging from individuals and families to institutions, offering a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Charles York Jr. is a financial advisor with First Command Advisory Services. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory career, he served in the United States Army for eight years. He is also the owner of C.L. York and Sons Home Solutions LLC, through which he provides financial advisory services. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

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 financial advisor at Cerity Partners LLC with a Series 65 designation and two years of industry experience. Prior to joining Cerity Partners in 2023, he held positions in various retail and service roles, including at The Men's Warehouse and Bellhop. Cerity Partners is an SEC-registered investment adviser serving a diverse client base ranging from individuals and families to institutions. The firm offers comprehensive wealth management services with an emphasis on customized, diversified portfolios and access to alternative and private-market investments.

Andrew Anastasia is a financial advisor at First Command Advisory Services with one year of industry experience. Prior to his current role, he served 25 years in the U.S. Army. He holds Series 65 and Series 63 credentials. First Command Advisory Services is an SEC-registered investment adviser serving 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 managed by 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 bringing 12 years of industry experience. She has served in the U.S. Army for eight years and has been with First Command in various capacities since 2013. Blaisdell is also Treasurer of the Fort Knox Spouses and Community Club, where she manages books and records for community scholarships and grants. 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, utilizing a centralized Investment Management Team to design and monitor portfolios from a prescreened list of managers.

Coleman Logsdon is a Series 65-licensed financial advisor at Cerity Partners LLC with two years of industry experience. His background includes roles at ARGI Financial Group and UPS, as well as teaching experience at Georgetown College and North Hardin High School. He has also worked at Lincoln Trail Country Club. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses a tailored approach combining proprietary quantitative screens with third-party managers and individual securities to build client programs, and it operates multiple private-markets offerings alongside affiliated pension consulting and insurance services.

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. in Elizabethtown, Kentucky, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked with First Financial Bank and Yellow Cardinal Brokerage Services alongside his role at Raymond James. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals while maintaining municipal and public-finance advisory capabilities.

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 in Elizabethtown, KY, with 18 years of industry experience. He has held his current position at Edward Jones since 2015 and previously worked at Twin Maples LLC from 2014 to 2022. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices and offers a range of advisory programs, overlay and tax-efficient services, and affiliated investment options.

Kevin Ryan is a financial advisor at Edward Jones in Elizabethtown, KY, holding Series 63 and Series 66 credentials with 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he is a partner in small aviation partnerships involving vintage aircraft. 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, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.