Ashley Ellett is a financial advisor at Ameriprise in Louisville, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, she worked at Southern Glazer's Wine and Spirits and Jim Beam Distillery. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual advice focused on dependable income and tax-aware withdrawal strategies.

Lee Davis is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with Cetera Advisors LLC since 2022. In addition to his advisory role, Davis is a tax preparer at DFS Tax, LLC and manages support staff and client relations at Davis Financial Services, Inc. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients with various portfolio management and financial planning services. The firm supports advisors with model portfolios, third-party managers, and customizable strategies across multiple program structures.

Jeffrey Robinson is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having previously worked at Bank One. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Tanner Bates is a Series 66 licensed financial advisor with Ameriprise in Simpsonville, Kentucky, and has four years of industry experience. His work history includes roles at Flathead Lake Lodge and Western Kentucky University. He also owns Tanner Bates LLC and works as an advisor assistant at David Bates and Associates Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

Kamron Terry is a financial advisor at Edward Jones in Shelbyville, KY, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he is a member and guitarist for the musical group Alice Blue Gown. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nickolus Stephens is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 credential and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Stephens serves on the board of the YMCA, is a past president of the South Oldham Rotary, and is involved with the Canstruction Oldham County canned food building competition. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a program that integrates algorithmic automation with advisor oversight.

John Little is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior firms include Sagepoint Financial, Inc. and Next Financial Group Inc. He is also the owner of Bluegrass Wealth Management LLC, through which he offers securities and investment advisory services. OSAIC serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services and uses a variety of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment options.

Michael Ashabraner is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and 9 years of industry experience. He has worked with Primerica Financial Services since 2010 and has been with Primerica Advisors since 2019. Outside of advisory work, he manages office operations for a senior vice president at PFS Investments and is involved in referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Eric Wheeler is a CFP® with 36 years of experience in financial advising, currently affiliated with Raymond James Financial in Louisville, KY. He has worked with various divisions of Raymond James since 2006 and operates Wheeler Wealth Management, LLC. Outside of his advisory work, he is the author of an e-book. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its affiliated municipal advisor.

Robert Smith is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, Smith is involved in teaching Financial Peace University through Southeast Christian Church and owns PAS Financial Services. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Luke Schumer is a CFP®-certified financial advisor with Ameriprise, based in Shelbyville, KY, and has 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, Schumer owns Integrity Officiating, LLC, through which he provides basketball officiating services as an independent contractor. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Malachi Rountree II is a Financial Consultant currently working at Fidelity Investments since 2025. He has held multiple roles within Fidelity Investments since 2021, including Financial Consultant I, Investment Solutions Representative III, and Investment Consultant. Prior to joining Fidelity, Malachi served as a Financial Advisor at Merrill Lynch from 2020 to 2021 and at Northwestern Mutual from 2017 to 2020. Malachi holds insurance licenses for Arkansas and California. His approach involves partnering with clients to develop clear and achievable financial plans tailored to their individual goals. Outside of his professional work, Malachi enjoys board games, family activities, fitness, pets, reading, and traveling.

Amanda Connaughton is a CFP® professional with six years of industry experience. She is currently with Cetera Wealth Services, LLC and Cetera, and has previously worked at Concourse Financial Group Securities Inc. She serves on the Junior Board of Savvy Ladies, supporting its educational programs and fundraising efforts. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and access to various program platforms and third-party managers.

Anthony Eurton is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to his finance career, he spent 13 years at Best Buy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions as both a broker-dealer and investment adviser.

Bradley Holland is a CFP® with 20 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Wealth Services, Concourse Financial Group Securities Inc, and Lincoln Financial Securities Corporation. Outside of his advisory role, he is active as a freelance bass player and vocalist. 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, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Gabriel Fierros is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at JP Morgan Chase Bank and teaching engagements at Purdue University Global and Indiana University Southeast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction based on fundamental research, quantitative analysis, and systematic methodologies.

Jamey Ventura is a financial advisor with LPL Financial, holding a Series 66 designation and based in Shelbyville, KY. He has experience across several roles since 2011, including a decade at Vermont State Colleges and four years with Healthcare Asset Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and various institutional platforms.

James Nettle is a CFP®-designated financial advisor with Edward Jones in Louisville, KY, bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Williams is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Crestwood, KY. He has eight years of industry experience, including prior roles at KentuckyOne Health/Jewish Hospital & St. Mary's Foundation. Outside of his advisory work, he volunteered at the merchandise tent for the Ironman Louisville 70.3 race in August 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated investment and trust services.

Anthony Tinsley is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Money Concepts Capital Corp and Benefit Planning Inc. He is also involved in non-investment business activities through TN Enterprises LLC and conducts seminars through Benefit Planning Inc. 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 variety of financial planning and investment management solutions, utilizing a large network of advisors and diverse strategies including model portfolios and third-party asset management.