Southern Kentucky Financial Literacy Symposium

Mark Peterson is a Director on the Advisor Insights team, focused on investment strategy and education. He is a 25+ year industry veteran with extensive expertise and experience educating advisors and investors on market and investment topics. Mark’s responsibilities include relating BlackRock’s investment strategy and investment views to advisors and investors. Mark is the author of the popular Student of the Market monthly publication that is distributed widely to advisors across the country. Prior to joining BlackRock, Mark was a Director and Head of Product Strategy and Economics at Deutsche Bank. Mark has also spent time on floor of the Board of Trade and Chicago Mercantile Exchange. Mark received a BS from Arizona State University.

Tina Downing a Senior Director and lead of Russell Investments’ Advisor & Intermediary Solutions Business Consulting group. In this role, Tina’s team delivers strategic business planning and ongoing consulting to investment advisors and firm leaders across the U.S. and Canada.

Tina joined Russell Investments in 2018 with 34 years in the financial services industry but began her career as an advisor in 1989 at PaineWebber and Charles Schwab.  She grew her business through building deep lasting relationships with her clients and managing the practice like a business owner. She focused on managing a business  that was client centric, efficient, profitable and sustainable.  Tina transitioned her practice to Smith Barney/Morgan Stanley from Stifel Nicolaus in 2001 and rose through the ranks of Morgan Stanley, ultimately heading up organizational development and knowledge management for the firm, leading teaming and strategic partnering and advanced advisor development.  Tina has coached and consulted advisors and firm executives for many years in areas such as strategic planning,  practice optimization, creating a disciplined product strategy and team leadership dynamics and productivity. Tina’s strengths in critical thinking, program management, content development, team building, and executive consulting, help financial advisors and firm leader build more successful advisory practices.

She holds a B.S. in Management and a M.A., in Management and Leadership. She is a Certified Professional Values Analyst® , Certified Professional Behavior Analyst ® , a Registered Corporate Coach™, a Licensed Registered Representative, FINRA Series 7, 8, 63, 65 and resides in St. Louis, MO.

John grew up in Glasgow in South Central Kentucky. Several years ago, John served as the court-appointed guardian for his aunt, who was in a Glasgow nursing home. This experience had a significant impact on the way John viewed many things related to caring for older people. Having in mind the needs of and the questions posed by older members of his own family, John joined Kentucky ElderLaw to serve and respond to the needs of older clients and their families. He brings legal experience, compassion, first- hand knowledge and a passion for helping older folks and their families.

Drew is director and financial advisor with the Perry Richey Group. He joined the team in 2005 and brings a host of specialized skills to serve our clients’ unique and varied needs.

Drew is a graduate of Western Kentucky University with a Bachelor of Science degree in Business Economics and a certificate in Financial Planning. He has also obtained the CERTIFIED FINANCIAL PLANNER™ designation. Drew focuses on providing personalized service to affluent families and businesses and manages the team’s long-term strategic projects.

Drew loves being at home with his wife, Kelsey, and their two children, Callie and Jacob. He is an active member in his church and community, and in his free time enjoys mountain biking, hunting, camping, and traveling with his family. He loves endurance sports, with his biggest accomplishments being a three-time finisher of Ironman Louisville and completing the Leadville, Colorado, 100 Mile Mountain Bike Race.

Brooke is a PWM Financial Planner with the Perry Richey Group. She joined the group in 2022, bringing additional experience to the team in advanced financial planning and wealth management.

Brooke graduated from Western Kentucky University with a Bachelor of Science in Finance, Bachelor of Arts in Economics, and Master’s in Applied Economics. Brooke holds the CERTIFIED FINANCIAL PLANNER™ designation.

Brooke is involved with The Center for Courageous Kids as a member of the Advocacy Committee. Brooke and her husband, Chase, and son, Hunter, love spending their free time outdoors, hiking, hunting, and playing sports together.

Josh is vice president and a financial advisor with the Perry Richey Group. Having joined the team in 2009, Josh brings expertise in the areas of portfolio management, asset allocation, and risk analysis.

Josh is a graduate of Western Kentucky University with a bachelor’s degree in Interdisciplinary Studies and has obtained the Certified Investment Management Analyst® designation. He has also obtained the CERTIFIED FINANCIAL PLANNER™ designation. Josh serves clients as a primary relationship manager, focusing on comprehensive financial planning. Josh is also a portfolio manager for our team, providing globally allocated portfolios across various risk tolerances.

Josh and his wife, Lindsey, have two children, Harper and Eli, along with Bo, an English Labrador Retriever. Josh enjoys all things hunting and fishing, along with any reason to spend time in the great outdoors.

Andrew is a financial advisor with the Perry Richey Group. Having joined the team 2016, Andrew brings to the team a drive to solve complex problems and a desire to provide our clients with creative solutions.

Andrew is a graduate of Western Kentucky University with a Bachelor of Science degree in Finance and is a CERTIFIED FINANCIAL PLANNER® designee. Andrew works with clients transitioning to retirement and focuses on advanced planning strategies for high-net-worth clients. Andrew also works with small businesses across the nation to help tailor and implement qualified retirement plans. Andrew holds three top industry designations, CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® and a Qualified Plan Financial Consultant®.

Andrew and his wife, Maddie, are members of Living Hope Baptist Church and have a golden retriever named Sadie. In his free time, Andrew enjoys running, cycling, reading, and anything outdoors. 

Mary Lee Snodgrass graduated from the University of Kentucky College of Pharmacy in 1983. She has been a pharmacist for over 36 years. She comes from a family of pharmacists, in that her father and two sisters are also in the profession. Mary Lee’s experience has been in retail, hospital and mental health. For the past 12 years, Mary Lee has changed her practice and focus to Wellness, Preventative Health and Bio-Identical Hormone Therapy. Her goal for each of her patients is to be “Healthy, Happy and Hormonally Balanced”.

The Timesavers Professional Caregivers provide support, guidance, and care for families to assist seniors in aging with grace.

The Society for Lifelong Learning (SLL) is a member driven organization dedicated to offering a wide range of high quality, intellectually stimulating, non-credit educational programs and experiences for those 50 and better. The Society encourages mature adults to gain and enhance a sense of community.

Ali is a Kentucky girl who fell in love with domestic travel as a child, and with international travel as a 20-something. She has lead small and large groups across Belize, WWII Europe, and the Mediterranean. She has planned honeymoons in Bali, family trips to Mexico, anniversary trips on River Cruises, and group tours to the Holy Land. She is passionate about making YOU feel confident when YOU travel the world, no matter your age or experience. NOW is your time to say YES to adventure! The rest of the details? Leave those up to her. 

The Essentials Insurance Group was established September 1, 2016 by owner Gina H Tynes to provide individual and group life and health insurance protection.  Essentials Insurance Group works as a partner of Hocker Family Insurance which was established in 1926.  Both The Essentials Insurance Group and Hocker Family Insurance operate at 115 N Main Street Morgantown, KY.

As your advocate, we design insurance solutions to protect your unique lifestyle and offer lasting peace of mind.

Personal insurance for clients whose lives are anything but ordinary. You lead an extraordinary life. That’s why you need more than just any personal risk advisor to protect it all. Marsh McLennan Agency Private Client Services (MMA PCS) offers the personal service, global reach and resources, and in-depth industry knowledge to make sure you’re personally protected in the moments that matter.

BlackRock is one of the world’s leading providers of investment, advisory and risk management solutions. We are a fiduciary to our clients. We’re investing for the future on behalf of our clients, inspiring our employees, and supporting our local communities.

We are a leading global investment solutions partner, dedicated to improving people’s financial security.