Robert Larue is a financial advisor with Owen LaRue Financial Group in Elizabethtown, KY, holding a Series 63 designation and bringing 32 years of industry experience. His prior work includes roles at Private Client Services, LLC, Private Advisor Group, LLC, and LPL Financial, LLC. Outside of advising, he 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, charitable organizations, institutions, and employer-sponsored retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm uses a combination of mutual funds, ETFs, structured products, bonds, and equities with both fundamental and technical analysis, and conducts due diligence on third-party managers, incorporating AI tools under human oversight.

William Cann 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 worked at Owen LaRue since 2024. Cann also serves as Chief Investment Officer and Commercial Lending Specialist at The Cecilian Bank, where he has been employed since 2009. Outside of finance, he participates in stewardship activities for the Lincoln Association of Baptists. Owen LaRue Financial Group serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm uses a mix of mutual funds, ETFs, structured products, bonds, and equities, applying fundamental and technical analysis with periodic rebalancing to meet client objectives and risk tolerance.

James Owen is a financial advisor at Owen LaRue Financial Group with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Private Advisor Group, LLC and LPL Financial LLC. Outside of his advisory role, Owen serves as Chair and Board Member of the Hardin County Chamber of Commerce Public Policy Committee and is involved in a direct primary care medical office as a member. Owen LaRue Financial Group serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, employing both fundamental and technical analysis along with due diligence on third-party managers and use of AI-supported research with human oversight.

Clay Watkins is a CFP® professional with eight years of industry experience, currently serving at LFG Wealth Partners, LLC. His prior roles include positions at AE Wealth Management, Facet Wealth, Robert W. Baird & Co., and Hilliard Lyons. He is also involved in insurance sales and services through Legato Insurance Group, Inc. LFG Wealth Partners advises individuals 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.

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.

Jeanna Clark is a financial advisor at LFG Wealth Partners, LLC with 16 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Northwestern Mutual Investment Services, Robert W. Baird & Co., and J.J.B. Hilliard W.L. Lyons. Clark is also associated with Legato Financial Group, an insurance affiliate of her current firm. 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 plan services. The firm employs a mix of fundamental, technical, and cyclical analysis strategies, including direct indexing with tax-loss harvesting and options trading, tailoring management to each client’s objectives and risk tolerance.

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 licenses and has previously worked at AE Wealth Management, LLC, Fifth Third Bank, and PNC Bank. Outside of her advisory role, she serves on the Board of Trustees for the Kentucky Opera, contributing to arts organization and performance decisions. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors with personalized portfolio management using model portfolios, discretionary direct-asset management, and ERISA plan services. The firm employs a mix of fundamental, technical, and cyclical analysis, including 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 Series 63 and Series 65 licenses and four years of industry experience. He has worked at several firms including AE Wealth Management, Silver Oak Securities, and Magnate Wealth Management. Outside of advising, he manages a real estate holding company and owns a travel accessory product sales business. 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 employs a combination of fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Gregory Schreacke is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc., FIRST FINANCIAL Wealth Management, and MainSource Bank. Outside of advisory work, he serves on the board of directors and as treasurer for the Lincoln Train Council of the Boy Scouts of America and chairs the finance committee at St. James Church in Elizabethtown, KY. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion for over 8,000 clients through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans with a combination of passive and active investment strategies tailored to client objectives.

Jesse Sodam is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has been with First Command Brokerage Services Inc. since 2025 and has served in the United States Army since 2003. First Command Advisory Services is an SEC-registered investment adviser serving individual and corporate clients nationwide, managing approximately $24.3 billion in discretionary assets. The firm offers financial planning, portfolio management, and wrap-fee advisory programs with a focus on disciplined, long-term strategies and integrates brokerage, insurance, and banking services through affiliated firms.

Charles York Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. He has a military background, serving in the United States Army since 2013. Outside of his advisory role, he owns C.L. York and Sons Home Solutions LLC, which provides financial advisory services under the First Command name. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured 12-month Tailored Professional Services engagements along with discretionary asset management using model portfolios.

David Strauss is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served in the US Army from 2016 to 2022. In addition to his advisory role, Strauss is the Chief Executive Officer of Bourbon Trail Financial Management, LLC, a financial services firm associated with First Command. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers structured, advisor-led planning engagements and discretionary portfolio management through its in-house Investment Management Team.

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.

Andrew Anastasia is a financial advisor with First Command Advisory Services in Radcliff, KY. He holds Series 63 and Series 65 licenses and has a 25-year career in the US Army prior to joining First Command in 2024. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, and insurance and banking products. The firm offers structured, advisor-led financial coaching and manages discretionary portfolios using an in-house investment team.

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 United States Army for eight years and has been with First Command since 2013 across multiple affiliated entities. Outside of her advisory role, she serves as Treasurer of the Fort Knox Spouses and Community Club, managing books and records for community scholarships and grants. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured planning engagements alongside discretionary asset management using model portfolios constructed by an in-house investment team.

Travis Hooser is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has two years of industry experience and previously served 17 years in the US Army. Outside of his advisory role, he is the owner of Hooser Horsemanship LLC, assisting with business filings and regulatory matters. First Command Advisory Services serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that incorporates financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching through its Tailored Professional Services and Asset Management Solutions programs.

Madison Maggard is a Series 66-licensed financial advisor with 10 years of industry experience, currently serving clients at UBS Financial Services since 2015. Based in Elizabethtown, KY, Maggard works at one of the largest advisory firms in the industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, using proprietary market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes discretionary portfolio management, futures commission merchant services, and affiliated banking programs.

Kristen Manco is a Series 66-credentialed financial advisor with six years of industry experience. She is currently with Edward Jones in Elizabethtown, KY, where she has worked since 2024, and previously held roles at First Command and Aflac. Outside of finance, she has served as an assistant softball coach for Elizabethtown Independent Schools and worked as a fitness consultant and trainer. 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 and offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kyle Todd is a Series 66-licensed financial advisor with Edward Jones in Elizabethtown, KY, where he has worked since 2019. He has six years of industry experience, including prior roles at Cellular Advantage, Northwestern Mutual, and Slayton Wireless. Outside of advising, Kyle owns Foxhead Studios, a photography and videography business serving local sports teams and individuals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Amy Rodgers is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. Her career includes roles at Cetera Investment Services, Abound Credit Union, CUNA Brokerage Services, and Key Investment Services. She is also co-owner of a laser engraving business operating under ACR Enterprises, CampfireShop.com, and HSHCreates.com. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with a notable integration of retirement and fiduciary capabilities alongside its institutional trust network.

Jeffrey Thomas is a financial advisor with LPL Financial in Elizabethtown, Kentucky, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with LPL Financial since 2012. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

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. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at First Financial Bank, Nationwide Investment Services, and Wells Fargo Funds Management. He serves as a committee member for the nonprofit Home of the Innocents, participating in finance and new business committees. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation-support services rather than discretionary management.

Megan Minton is a financial advisor with Fidelity Investments in Elizabethtown, KY, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Charles Schwab, and service in the United States Air Force and Army. Outside of her advisory work, she is an owner/operator of a British bone china rental business. Minton is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.

Jason Mcgrew is a financial advisor with Raymond James Financial Services Advisors, Inc. in Elizabethtown, KY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Yellow Cardinal Brokerage Services, First Financial Bank, Mainsource Bank, and First Service Capital Management. Mcgrew is also employed as a financial advisor at Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

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 with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Raymond James since 2014 and previously worked at United Bank. Outside of his advisory role, he is the owner of Tyler WM LLC, an independent contractor business supporting his Raymond James branch, and has invested in a medical practice started by his sister. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling, with a notable focus on non-discretionary advisory relationships.

Quenton Ford is a Series 66 licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities in Elizabethtown, KY. He previously worked at Thrivent Financial and its investment management affiliate. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

John Hodges is a Series 66 licensed financial advisor with Edward Jones in Glendale, Kentucky. He has over a decade of experience in the financial industry, including ten years as a self-employed advisor before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 licenses and bringing 25 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2018. Outside of finance, she is co-owner of Gilland's German Shepherds, a business focused on breeding and training German Shepherds for obedience and service animal certification. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Alyssa Spears is a financial advisor with Edward Jones in Elizabethtown, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2021, she worked in education and managed administrative responsibilities at The Next Step Counseling Services, a counseling agency where she continues to serve. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial 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.