Amy Wiitala is a financial advisor with Ameriprise Financial Services, LLC in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Ameriprise since 2010. Outside of her advisory role, she serves as COO and managing director of Rainmaker Corporation, manages her own advisory practice through Pro-Path LLC, is a member of the CFP Board’s Disciplinary & Ethics Committee, and facilitates Adult Faith Formation activities at her local parish. Ameriprise Financial offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research-driven, algorithm-assisted recommendations with personalized advice, focusing on tax-smart withdrawal strategies and coordinated management of Ameriprise-held assets.

Robin Lawson is a CFP® professional with 32 years of industry experience. He is currently affiliated with Cetera and has previously worked at Concourse Financial Group Securities Inc for 26 years. Lawson is also the president of Financial Solutions Inc and serves as a board member of the Crossroads Pregnancy Resource Center, a nonprofit organization supporting women and children affected by unplanned pregnancies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and a multi-manager platform.

Anthony Davis is a CFP® with 20 years of experience in the financial industry. He has been with Fidelity and its affiliates since 2002, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, serving a broad range of investors including registered investment companies and charitable funds.

Todd Fannin is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Jpmorgan Chase Bank, N.A. and managing Fannin Holdings LLC. 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 broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Paul Pippin is a financial advisor at Ameriprise in Louisville, KY, with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. He owns and manages Pippin Pippin & Company, the business entity through which he operates his Ameriprise practice. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, using a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to develop tailored retirement income recommendations.

Adam Simon is a financial advisor with Mass Mutual Investors Services in Pewee Valley, KY, holding a Series 66 designation and 23 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services since 2002. Outside of his advisory work, he is the sole member and agent of Right Path Financial LLC, a firm involved in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Geoffrey Stenger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked across various roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Tracey Marshall is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Primerica Advisors, she worked at Primerica Financial Services and has experience in healthcare and nursing education. She has also been involved in entrepreneurial activities through Louisville Learning LLC and Personal Best LLC. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Merrick Hicks is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hillaree Bosch is a CFP® and Series 66-registered financial advisor with 11 years of industry experience. She is currently affiliated with LPL Financial and has been with Money Concepts Capital Corp since 2015. Bosch also conducts investment-related seminars through Benefit Planning, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Allison Fietsch is a Series 66-licensed financial advisor with Edward Jones in La Grange, KY, with three years of industry experience. She has worked with Edward Jones since 2017, with a brief tenure at Murray State University in 2019. Allison serves as Vice President of the La Grange chapter of BNI, where she manages membership activities and oversees the application process for new members. 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 advisory services through a large network of financial advisors and operates under a fiduciary standard.

Scott Dingle is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Secretary and Voting Board Member of the University of Kentucky Alumni Association of Greater Louisville and is a Council Member for Staff-Parish Relations at Christ Church United Methodist. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning, using proprietary research, third-party data, and algorithmic tools.

Andrew Doan is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at First Allied Advisory Services, Inc. and First Allied Securities Inc. He is also involved in independent financial contracting and serves as vice president of a non-CPA tax preparation firm. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

James Hatcher is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long-term roles at PFS Investments Inc and Primerica Financial Services, as well as a brief tenure at Wilson & Muir Bank. Outside of finance, he is involved in creative pursuits such as music, comedy, writing, and recording, with works available on platforms like iTunes and Amazon, and he is affiliated with Go 90 Grow Training Solutions LLC. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, through a wrap-fee asset management program that utilizes model-driven strategies developed by unaffiliated asset managers.

Zachary Van Zant is a CFP® with 11 years of industry experience, currently affiliated with Cetera since 2025. He previously worked for Concourse Financial Group Securities Inc. for 10 years and operates a separate financial planning business under the name Financial Solutions, Inc. Additionally, he serves as treasurer for the Oldham Chamber and Economic Development. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

Mark Stivers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Money Concepts Capital Corp for 11 years and has operated Benefit Planning since 2007. He also conducts seminars through Benefit Planning, which is a separate non-investment business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging both discretionary and non-discretionary strategies supported by advanced research and operational tools.

Elizabeth Austin is a CFP® charterholder affiliated with Fidelity Investments, where she has worked since 2021. She has five years of industry experience and has held roles in real estate, education, and retail prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

David Price is a financial advisor at Edward Jones in Shelbyville, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Marrillia Design and Construction and Operation Parent. 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 wide range of advisory programs, investment solutions, and affiliated financial services through a large nationwide network of advisors and branches.

Richard Renaud is a financial advisor with Ameriprise in Louisville, KY, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he owns a home repair and mail order business where he manages advertising scheduling. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Bailey is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Northwestern Mutual and operated a mowing and tree service business. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of portfolio management solutions and uses both proprietary and third-party strategies tailored to client objectives.