Jeremiah Harston

John Klein is a financial advisor at Lockshield Partners, Inc. in Glasgow, KY, holding a Series 65 credential with approximately four years of experience in the financial services industry. His prior roles include positions at When On The Way and Maryville University. Outside of his advisory work, he has been involved with Warren County Inline Hockey. Lockshield Partners serves individual and high-net-worth clients with fee-based comprehensive portfolio management and financial planning, emphasizing non-discretionary management using fundamental analysis and a mix of investment strategies. The firm manages approximately $246 million for over 1,000 clients with three advisors and maintains an ownership affiliation with an accounting firm.

Clark Hayden is a CFP® with nine years of industry experience, currently serving as an advisor at Lockshield Partners, Inc. since 2017. His previous roles include positions at LPL Financial LLC and Thrivent Investment Management Inc. Outside of his advisory work, he tutors Chinese children aged 6 to 13 in English and performs tax preparation and bookkeeping during tax season. Lockshield Partners serves individual and high-net-worth clients with fee-based portfolio management and financial planning. The firm manages assets on a non-discretionary basis using fundamental analysis and a mix of long- and short-term strategies, and it is notable for its client-to-advisor ratio and affiliation with an accounting firm.

Daniel Klein is a financial advisor at Lockshield Partners, Inc. in Glasgow, KY, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lockshield Partners since 2015 and LPL Financial since 2011. Outside of his advisory role, Klein is an author of investment-related content. Lockshield Partners serves individual and high-net-worth clients with fee-based comprehensive portfolio management and financial planning. The firm manages assets on a non-discretionary basis using fundamental analysis and a mix of long- and short-term strategies, and it maintains an ownership affiliation with an accounting firm.

Samuel Dickinson is a financial advisor with Robert W. Baird & Co. in Glasgow, KY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Dickinson serves as a board member and treasurer of the G Club and is involved with the Rotary Scout Reservation Foundation as a board member and on its investment and finance committee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, and provides municipal advisory and public finance services alongside its investment capabilities.

Thomas Houchens is a CFP® professional with three years of industry experience, currently serving at Robert W. Baird & Co. in Glasgow, KY. His background includes roles at Fox Hollow Golf Course and Houchens Industries prior to joining Robert W. Baird. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Brandon Strother is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 66 designation and has previously worked at VOYA Financial Advisors. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining retirement and fiduciary capabilities with institutional resources.