Isabelle Day is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at David Day Real Estate, PLLC and NTS Development Co. Isabelle is based in Louisville, KY. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

William West is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Baird Trust Company, Harvey Investment Company, PNC, Vanderbilt University, and J.J.B. Hilliard, W.L. Lyons, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing manager-traded and model-traded SMA strategies, tax management, direct indexing, and ongoing manager oversight supported by internal research and technology.

Ethan Haverty is a financial advisor at Edward Jones with four years of industry experience and holds the Series 66 designation. His prior work includes roles at Mixer Direct Incorporated, Altec Industries, and Kalitta Air, as well as extended experience at Squire Boone Cavern Zipline. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Ronald Knigge is a financial advisor with OSAIC based in Louisville, KY, holding Series 63 and 66 licenses and bringing 30 years of industry experience. He has worked with Securities America Advisors and Securities America, Inc. for over two decades and is also associated with Main Street Wealth Management, where he has been involved in insurance brokerage activities related to investment products since 1995. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of advisers. The firm combines brokerage and advisory services with various investment platforms, utilizing asset-allocation tools and third-party managers to offer tailored portfolio solutions.

Kimberly Jordan is a financial advisor with Raymond James Financial in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Raymond James since 2012 and serves as Vice President and Branch Manager at Stock Yards Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Gerald Oliver is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he owns an insurance agency and manages a life and health insurance commission business. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of advisers. The firm offers a range of integrated brokerage, advisory, and managed account services, utilizing various asset-allocation tools and third-party platforms.

Leigh Staples Ralston is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. Prior to joining Robert Baird & Co. in 2019, Ralston worked for 35 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of advising, Ralston is involved in a family farming operation in Bedford, KY. Robert Baird & Co. is an institution with over 2,600 advisors and provides a range of financial planning, consulting, and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded separately managed account strategies, tax management, and unified fee arrangements, supported by internal research and strategic partnerships.

Dean Hickerson is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Charles Schwab and TD Ameritrade. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals who tailor strategies across multiple custody and platform arrangements.

Kara Endres is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Robert Baird & Co. since 2019 and also has experience at JJB Hilliard WL Lyons LLC. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and advisory services, utilizing internal research and tools, including artificial intelligence, to support client recommendations.

Scott Donald is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Advocare and Humana. Outside of his advisory role, he is a director of SMLK Properties LLC, a future real estate venture based in New Albany, IN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and maintains affiliated capabilities beyond advisory services.

Heather Shonkwiler is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Colin Evans is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2020. His prior experience includes roles at Defense Finance & Accounting Service and JJB Hilliard WL Lyons LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

James Allen is a CFA® charterholder with 44 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 38 years. Allen serves on the boards of Bellarmine University, The Filson Historical Society, Sea Island Beach Club Residences Property Owners Association, and the Speed Art Museum, participating in their investment or finance committees. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, businesses, pensions, and charitable organizations through a range of financial planning, portfolio management, and advisory services. The firm utilizes manager‑traded and model‑traded separately managed account strategies, along with tax‑management and direct‑indexing capabilities, while overseeing ongoing manager selection through dedicated home-office investment professionals.

Rachel Cappola is a Series 66-licensed financial advisor with Edward Jones in Jeffersonville, IN, and has three years of industry experience. Her prior work includes roles at Morgan Stanley, Riverbend/Securities America Inc/Osaic, and Waystar. Outside of finance, she has experience in the food and beverage sector, including work with JL Hufford Coffee & Tea Company and Kona Ice of Midwest Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Matthew Erxleben is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked for Southeast Christian Church for eleven years. Outside of his advisory role, he participates as a guest speaker and preacher at Christian camps and churches in Indiana and Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of investment advisory programs and maintains a large national advisor and branch network.

Daniel Shepard is a financial advisor at Cetera with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including LPL Financial LLC and Ameriprise Financial Services. Outside of advising, he is a golf coach at Floyd Central High School, managing practices and tournaments for the golf team. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment strategies.

Bryan Sperry is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent 10 years at J.J.B. Hilliard, W.L. Lyons, LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies including separately managed accounts and overlay services.

Jeffrey Schriner is a financial advisor at LPL Financial with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions at Centra Credit Union, Cetera, Abound Credit Union, CUNA Mutual Group, and Fifth Third Securities. Outside of his advisory work, he is the owner of Two Rivers Lodge LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio strategies and technology tools across a large network of investment adviser representatives.

Grant Rohleder is a financial advisor with Robert W. Baird & Co. holding a Series 66 designation and three years of industry experience. His prior work includes roles at Baird Trust LLC and MCM CPAs and Advisors LLP. He is a member of two investment-related LLCs based in Louisville, where he manages bookkeeping for rental properties. He is part of the DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services. The group offers a range of investment strategies and overlays, including discretionary management and specialized municipal advisory and public finance services.

Daniel Wolfe is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Ameriprise in 2026, he worked for SWS Financial Services for 23 years. Wolfe also serves as president of the Mt. Lebanon Haas Chapel Cemetery association, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service targeting clients in or nearing retirement, providing written Recommendation Reports and ongoing annual planning focused on income sources and tax-aware withdrawal strategies.