Joseph Schmeing is a financial advisor at Robert W. Baird & Co. in Louisville, KY, with 35 years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Stock Yards Bank & Trust, Stock Yards Investment Services, Raymond James Financial, FIFTH THIRD SECURITIES, and Morgan Keegan & Company. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and a mix of manager-traded and model-traded strategies.

Brandon Luttrell is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Keileigh Sweeney is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Her background includes roles at Elevate Fitness, Blairwood, Esporta Fitness, Norton Healthcare, YMCA, and Louisville Male High School. Robert Baird & Co. is a firm that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a variety of financial planning, portfolio management, and brokerage services supported by internal research, manager selection, and a combination of manager-traded and model-traded strategies.

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.

Mark Sandbach is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and modeling techniques but generally does not provide individual security recommendations within standalone plans.

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.

Joshua Henry is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at PNC Investments Inc. from 2010 to 2022. He has been associated with Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management provides advisory programs catering to both individual and institutional clients, delivering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a comprehensive range of investment solutions.

Calhan Shanks is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Outside of his advisory role, he is involved in photography through his business, You 'N Me Photographs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research and may include ESG considerations, supported by broader derivatives and commodities capabilities through its affiliates.

Amy Collins is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, Collins works with Personnel Best, LLC, providing community living support and respite care for individuals with developmental disabilities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and firm-approved methodologies without providing individual security recommendations as part of standalone plans.

Bruce White is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 registrations and having 26 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he is a partner in a deli business owned with his wife but does not participate in daily operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting services with a variety of portfolio management styles and is notable for its municipal advisory services and extensive affiliated ecosystem.

Tania Miles is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 14 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent 18 years at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of her advisory role, she serves as a board member and treasurer for the Zeta Iota Chapter of Psi Iota Xi in Indianapolis. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Lonnie May is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning and investment consulting through various advisory programs. Raymond James & Associates is notable for its municipal advisory services and extensive affiliate ecosystem supporting a wide range of portfolio management strategies.

Deonna Colvin is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and with 27 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Outside of her advisory role, she is connected to a woodworking business owned by her spouse. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Chris Meriwether is a financial advisor at Morgan Stanley in Louisville, KY, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

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.

Ivy Ip is a financial advisor at Morgan Stanley with three years of industry experience and a Series 66 credential. Prior to joining Morgan Stanley in 2022, she worked at Citadel for one year. Outside of her advisory role, she sells clothing and beauty products through online apps. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its process.

Matt Kuerzi is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015, and with Morgan Stanley Smith Barney since 2009. He serves on the investment committee of the Ursuline Society and Academy of Education, a charitable nonprofit based in Louisville, Kentucky. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Aloysius Willett is a financial advisor at Robert Baird & Co. with 44 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird since 2019, following a 35-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He also serves as an executor and trustee for his parents' estate. Robert Baird & Co.’s DDK Group, where he is based, serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct indexing capabilities.

Eric Vegh is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for 10 years and Wells Fargo Clearing for 4 years. He 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 financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing internal research, model-traded strategies, and tax-management techniques.