Mark Wilden

I founded Geiser Wealth Planning, LLC to help busy people by being their reliable, personal point of contact and to assist them with the important questions and decisions they face in the financial side of their lives. I have over 30 years of experience in the financial services industry with 15 years specifically focused on helping individuals meet their financial goals. Geiser Wealth Planning, LLC provides wealth and investment management using the Assets Under Management fee structure. Additionally, with our per plan/project and Quick Plan service fee options, I can help individuals that want financial planning services, but cannot use the Assets Under Management fee model. Geiser Wealth Planning, LLC also specializes in helping Sales Professionals in the Pharmaceutical/Medical Supply and Healthcare industry. Please visit www.geiserwealthplanning.com for more details and information.

Katelyn Scheller is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she began working in 2017. She specializes in retirement planning and holds the CERTIFIED FINANCIAL PLANNER® designation as well as the Personal Investment Advisor (PIA) credential. Katelyn's approach to financial advising emphasizes understanding clients' individual life priorities to create personalized plans that align with their goals and aspirations. Katelyn earned her Bachelor's Degree from Miami University, where she also played on the Women's Ice Hockey Team. She competed three times in the World University Games with the National Women's Ice Hockey team, earning two Bronze Medals in Italy and Kazakhstan. Her client focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Outside of her professional work, Katelyn is involved with the community organization Reach Out Lakota. She enjoys boating, ice hockey, running, spending time with her family, and traveling.

Mark Dill is a Senior Financial Advisor and partner at Brennan & Associates, affiliated with Merrill Lynch Wealth Management since 2018. His career in wealth management was influenced by his personal experiences during the 2008-2009 recession. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), which support his focus on multigenerational family planning and guiding clients through complex financial decisions. Mark graduated Magna Cum Laude with a degree in economics and finance from Centre College, where he was also a four-year member of the baseball team and led a student investment group managing part of the college's endowment. He is a Lexington native, having graduated from Henry Clay High School. In his community involvement, Mark serves on the Board of Deacons at Calvary Baptist Church and volunteers with Kentucky Children's Hospital and the Make-A-Wish Foundation. He resides in Lexington with his wife Alison, their two children, Finley and Briggs, and their dog, Willow. Outside of work, Mark enjoys golfing and spending time with his family.

Hope Wilden is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2013 and joined Wilden, Thompson & Associates Wealth Management Group in 2015. As a second-generation financial advisor, Hope supports the legacy established by her father and her partner throughout their tenure at Merrill. Her role focuses on providing comprehensive client service, assisting with financial planning and investment management, and collaborating with specialists on retirement planning, insurance, and lending solutions. She also serves as the group's liaison to Bank of America, facilitating unique mortgage and lending opportunities for clients and businesses. Prior to joining Merrill, Hope supported 401(k) plans and provided participant education to prepare plan members for retirement. She continues this work by helping business owners and plan sponsors implement and maintain effective 401(k) strategies. Her expertise covers areas including college education planning, divorce transition planning, investment consulting for defined contribution plans, women and wealth, and retirement income. Hope holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a bachelor's degree from the University of Kentucky. Hope participates actively in professional and community organizations such as God's Pantry, Kentucky Endowment for Humanities (where she serves as a board member), Ronald McDonald House, The National Association of Women Business Owners (NAWBO), and The Red Cross. She is also involved with the Lexington Chapter of the Professional Women's Forum, the University of Kentucky Alumni Chapter, and her sorority alumnae group, Alpha Omicron Pi. Outside of work, Hope enjoys spending time with family and friends, engaging in outdoor activities, and following University of Kentucky sports.

JT Torres is an Investment Consultant who collaborates with individuals and their families to address their financial priorities through clear communication and trust-based relationships. JT focuses on understanding clients' goals and objectives to co-create and implement tailored financial plans and investment strategies. JT has been with Fidelity Investments in various roles, including Workplace Planning Consultant III from 2021 to 2025, Workplace Planning Consultant II in 2020-2021, Workplace Planning Consultant I in 2020, High Net Worth from 2018 to 2020, and Full Trader from 2016 to 2018. Outside of work, JT enjoys activities such as board games, camping, family activities, fishing, outdoor adventures, and soccer.