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.

Mark Wilden is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Lexington, KY, where he has served for over 30 years. As a partner with Wilden, Thompson & Associates, he provides wealth planning and investment management strategies tailored to clients' risk tolerance, time horizon, liquidity needs, and overall investment objectives. Mark is also a qualified Portfolio Manager, offering discretionary management of personalized or defined strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies. Mark's expertise encompasses areas such as divorce transition planning, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, defined benefit and defined contribution plans, personal retirement planning, portfolio management services, and sports and entertainment wealth management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Mark earned a Bachelor of Arts degree in Political Science and Business from Duquesne University and has also attended the Graduate School of Business at Duquesne and the College for Financial Planning. He has been involved in community activities as a past board member of the Kentucky Humanities Council. Outside of his professional work, Mark has interests in basketball, football, and golfing.

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.

AJ Bouvin is a Financial Consultant at Fidelity Investments, a position held since 2023. In this role, AJ works with clients to evaluate their financial needs and collaborates with them to develop a roadmap aimed at progressing toward their financial goals. AJ has been with Fidelity Investments since 2020, gaining experience through various roles including Investment Consultant, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. This progression reflects a comprehensive understanding of investment strategies and client relationship management. Outside of work, AJ engages in activities such as boating, fishing, fitness, outdoor adventures, snowboarding, and traveling.

Olivia Haines is a Planning Consultant at Fidelity Investments, where she collaborates with clients and advisors to develop customized financial plans tailored to individual needs and goals. She emphasizes building trust and ensuring clients feel comfortable and confident throughout the financial planning process. Her experience at Fidelity Investments includes roles as a Planning Consultant since 2024, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023. This progression reflects her growing expertise in client relationship management and financial planning. Outside of her professional role, Olivia has interests in beach activities, fitness, football, running, traveling, and social events with friends.