Gary Stratton is a financial advisor with Vistafront Partners Inc in Frankfort, KY, holding a Series 65 credential and five years of industry experience. He has an extensive academic background, serving as an Associate Professor of Economics and Finance at Kentucky State University since 2017, following over two decades at The University of Virginia's College at Wise. Outside of advising, he is involved with several community and philanthropic ventures, including roles as a consultant and registered agent for nonprofit initiatives supporting historically Black colleges and local business development. Vistafront Partners provides discretionary portfolio management primarily for individual clients, trusts, and business owners. The firm employs a combination of fundamental and technical analysis with a long-term buy-and-hold investment approach across stocks, bonds, mutual funds, ETFs, and REITs, managing around $650,000 across 24 client accounts.

Jacob Larue is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Savvy. He has previously worked with Focus Financial and Osaic Wealth, Inc. Larue is also a partner in Perspective 6 Wealth Advisors LLC and owns LaRue Financial Planning, LLC. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, offering customized, primarily index-based portfolios alongside active equity and tax-aware strategies. The firm integrates third-party fintech tools and specialized sub-adviser strategies while providing in-house tax preparation and estate-planning support.

Craig Coker is a financial advisor with Silver Oak Securities, Inc., holding the ChFC® and Series 66 designations and having 20 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Allstate Financial, and Wells Fargo Clearing. Outside of his advisory work, he is a part owner of Autumn Shade Farm, where he assists with general upkeep. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals. The firm manages roughly $2.4 billion in discretionary assets and offers a variety of advisory programs tailored to client objectives and risk tolerances, combining discretionary investment management with operational features like ongoing model monitoring and automatic investment processes.

Geoffrey Smarte is a Series 66-licensed financial advisor with Advisory Services Network, LLC, where he has worked since 2020. He has 18 years of industry experience, including nine years at Fisher Investments. Beyond his advisory role, he serves as chairman of Smarte Investments, a charitable organization that provides donations and scholarships to students and families. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing varied securities and investment strategies tailored to client objectives and risk tolerances.

Jason Hagen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has a background that includes roles at Delta Air Lines, Spirit Airlines, and several business ventures in financial services and property management. Hagen also serves as president of MSI Financial Group Inc., a residential and commercial property and casualty company. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and programs.

Natalie Thomas is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Her career includes roles at Osaic Wealth Inc, Capital Financial Advisors, CTM Financial Group LLC, and Charles T. Mitchell Company PLLC. She also operated a business called Candi's Closet from 2021 to 2022. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and specialized offerings like annuity sub-account management and donor-advised fund advisory.

Robert Groce is a CFP® professional with six years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., Wilkerson Financial, and LPL Financial. Outside of his advisory work, he owns and operates a cattle farm and serves on the boards of the Franklin County Community Fund and Josephine Sculpture Park, in addition to participating on the finance committee of Hillcrest Baptist Church. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models with portfolios managed via a combination of proprietary and third-party platforms.

Byron Patton is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Transamerica Financial Advisors and the Floyd County Board of Education since 2012 and has been affiliated with World Financial Group, Inc. since 2010. Outside of his advisory work, Patton serves as the head assistant baseball coach at Floyd County Board of Education. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a large advisor network and multiple program platforms, implementing its advisory model primarily through model portfolios and third-party managers.

David Wood is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and a Series 63 license, with 33 years of industry experience. His prior firms include Arbor Point Advisors, Securities America, Inc., and Lincoln Financial, among others. Wood is also involved with CTM Financial Group in advisory and insurance sales capacities. Osaic Advisory Services, LLC serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm utilizes multiple advisory program models and provides access to alternative investments and affiliated services through its platform network.

Sarah Green Robinson is a financial advisor at Osaic Advisory Services, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc. and FSC Securities Corporation. Outside of her advisory role, she serves as an assistant coach for the girls' basketball team at Westridge Elementary and provides bookkeeping support for her family’s farm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

James Clouse is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has previously worked at Arbor Point Advisors, Securities America, Inc., and FSC Securities Corporation. Outside of advisory services, he is the managing member of Charles T Mitchell Company PLLC, a Certified Public Accounting firm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable and governmental entities. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory solutions through multiple program models with portfolios managed using proprietary and third-party platforms.

Michael Wilkerson II is a CFP® with 26 years of experience in financial advisory roles. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, LPL Financial, and Commonwealth Financial Network. Wilkerson serves as a board member of the Kentucky League of Cities Investment Pool and is the mayor of Frankfort, KY. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

Mark Winsor is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. In addition to his advisory role, he is involved in legal services as the owner of multiple law firms and serves as an instructor at a professional school for continued education. He also holds ownership in a real estate brokerage, Call Winsor Realty, which manages real estate licenses and referrals. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering a range of fee-based and commission-based investment products and programs through proprietary and third-party model portfolios.

Randall Block is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and also operates Block Wealth Management Inc. outside of securities activities. Block’s experience includes a five-year tenure at Netlaw Inc. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm delivers advisory services through model portfolios and third-party managers across multiple platforms, with approximately $1.7 billion in regulatory assets under management.

Phillip Sexton is a financial advisor with Edward Jones in Versailles, KY, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Raymond James & Associates and Dupree Financial Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Amzie Wenning is a Series 66-credentialed financial advisor with Edward Jones, based in Frankfort, KY, and has 17 years of industry experience. He has been with Edward Jones since 2008. Wenning serves as a board member of the Frankfort Bourbon Society, where he assists in planning social events, private distillery tours, and speaker engagements. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

William Kent is a financial advisor at Edward Jones in Frankfort, KY, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Boston Scientific from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products alongside fiduciary standard services.

Chasidy Yocum is a financial advisor at Edward Jones in Lawrenceburg, KY, with seven years of industry experience. She holds Series 63 and Series 65 designations. Yocum has prior experience with several firms including Transamerica Financial Advisors, Inc., and has co-ownership in Premier Spray Foam, LLC, an insulation services business. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jonathon Tilford is a financial advisor with Edward Jones in Versailles, KY, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as pastor and president of My Fathers House Church, a nonprofit organization in Versailles. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of investment strategies and affiliated financial services.

James Gould is a financial advisor with Thrivent Investment Management in Versailles, KY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at VeBridge Holdings/Konica Minolta Business Solutions for nine years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering retirement, tax, estate, business continuation, divorce, and special needs topics, with services delivered on a one-time or ongoing basis.

Paul Slaughter is a financial advisor with LPL Financial in Frankfort, KY, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. His prior roles include positions at Robert Baird & Co., J.J.B. Hilliard, W.L. Lyons, Morgan Stanley, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing proprietary research, third-party subadvisors, and technology tools, while maintaining a broad platform of both advisory and non-advisory financial products.

Kenneth Clark is a CFP® certificant with 20 years of industry experience, currently affiliated with LPL Financial since 2011. Prior to that, he worked at Edward Jones for five years. His other business activities include operating K.E. Clark & Associates Financial Services. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kyle Sanders is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Bryan Jackson State Farm Insurance, Kroger Corporation, and Regal Cinemas. 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 solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Patrick Kelly is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Ohio National Life Insurance and THE O.N. Equity Sales Company for 19 years. Kelly also serves as a life, disability, and long-term care insurance agent through Kelly Capital Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, portfolio management, and retirement advice solutions, supported by extensive technology and a broad network of over 22,800 advisors.

John Eccles is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Avantax Advisory Services, Primerica Advisors, and the Department of Revenue. Eccles also owns Eccles Tax & Accounting LLC, providing tax preparation and accounting services, and serves as an insurance licensing instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm supports its network of investment adviser representatives with a range of financial planning, portfolio management, and institutional platforms.

Thomas Current III is a financial advisor with Raymond James Financial, holding a Series 63 designation and 29 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1996 and Raymond James Financial since 2009. Outside of his advisory role, he owns Meadow Lane LLC, which holds his office property in Frankfort, Kentucky. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools for tailored, non-discretionary advice and supports a broad advisor network, with specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory programs.

Justin Renner is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 65 licenses and is managing partner of Woodford Financial PLLC, where he provides accounting, tax, financial planning, and investment services. His prior experience includes roles at Avantax Investment Services and the Kentucky Department of Revenue. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Austin Black is a CFP® professional with seven years of industry experience, currently affiliated with LPL Financial. He previously worked at Robert Baird & Co. and J.J.B. Hilliard W.L. Lyons, among other firms. Outside of his advisory role, he is involved with Kelly Capital Group, a related business entity under LPL Financial. 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 financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by extensive operational tools and a broad non-advisory financial services network.

Pamela Moore is a financial advisor with Primerica Advisors in Frankfort, KY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Primerica Advisors since 1984 and Primerica Financial Services since 1982. Outside of advisory work, she is involved in sales of investment-related and other home-related products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, providing a range of strategic, tactical, tax-aware, and income distribution investment models.

Duncan Gardiner is a Series 66-licensed advisor with Thrivent Investment Management in Versailles, KY, where he has worked for 10 years. He has a total of 9 years of industry experience, all with Thrivent Financial. Outside of his advisory role, he serves as an elder on the board of Journey Church, helping to set board policies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on diverse financial topics without implementation. The firm offers goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

David Current is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and has been associated with Raymond James Financial Services, Inc. since 2007. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools, and supports municipal and public finance work through a municipal advisor affiliation.

James Mc Gary is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at German American Bank, CUNA Mutual Group, Allstate Insurance Company, and Mass Mutual. He maintains involvement in non-variable insurance trails from previous employment as a MassMutual career agent. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

John Hibbard is a financial advisor with Edward Jones in Frankfort, KY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a JV head football coach and director of football operations for Fayette County Public Schools and is a candidate for public office in Franklin County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and is known for its extensive retail advisor and branch network as well as affiliated financial services beyond traditional advisory offerings.

Jennifer Wininger is a CFP®-designated financial advisor with Edward Jones in Lawrenceburg, KY, where she has 13 years of experience. She has been with Edward Jones since 2013. Outside of her advisory role, she is a member of an LLC involved in commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of advisors and branch offices.