Tracy Knopp is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 designation with 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and approved tools, providing advisory services without individual security recommendations as part of standalone plans.

Burdette Park is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill Lynch. Outside of his advisory role, he owns and operates a farm in Kentucky where he raises beef cattle and hay. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering customized financial planning and consulting with a range of investment management styles.

Douglass Donaldson Jr. is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was with Wells Fargo Clearing Services, LLC from 2016 to 2021. Outside of his advisory role, he has a partial ownership interest in 3D Ventures, LLC, a non-investment related business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Joseph Hamilton is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to joining Raymond James & Associates, he held roles at Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research resources.

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.

Maynard Hopper is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he pursues writing as a hobby, planning activities such as blogging, YouTube content, subscription email services, and self-publishing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a wide range of portfolio management approaches and affiliated research.

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.

John Volpert is a financial advisor at Edward Jones in Louisville, KY, holding Series 65 and Series 63 credentials with 13 years of industry experience. His prior positions include roles at UBS Financial Services and Securities America Advisors. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers various advisory programs and investment solutions under a fiduciary standard.

Alex Englund is a Series 66-licensed advisor with Robert Baird & Co., based in Louisville, KY, with seven years of industry experience. He previously worked at Edward Jones and Ranir LLC and has experience at both Grand Valley State University and the Greater Midland Community Center. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and advisory services, utilizing a blend of manager-traded and model-traded strategies supported by home-office research and incorporates advanced tools, including artificial intelligence, in client advice.

Alexander Blair is a financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company before joining Morgan Stanley in 2018. Outside of his advisory role, Blair serves as an assistant golf coach at Trinity High School in Louisville, KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured planning tools and investment research.

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.

William Perrone is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Western Kentucky University and has experience in educational roles. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

Stephanie King is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Charles Schwab and related firms for over 20 years. Stephanie is based in Louisville, KY. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by specialized tools and research.

Mary Vetter is a financial advisor at Robert Baird & Co. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019. Prior to that, she spent over three decades at Hilliard Lyons Inc. and J.J.B. Hilliard, W.L. Lyons, Inc. in Louisville, KY. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and brokerage services. The firm combines manager-traded and model-traded strategies with internal research and utilizes both discretionary and non-discretionary approaches in its advisory work.

Thomas Perrone is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Perrone serves in leadership roles on investment committees and advisory boards for several local educational and religious organizations, including Assumption High School, Ursuline Society Academy of Education Fund, St. Xavier High School, and the Archdiocese of Louisville. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment programs alongside institutional and retail solutions.

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.

James Shircliff III is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services with a focus on non-discretionary relationships and diverse portfolio management strategies.

Marci Coots is a financial advisor at Morgan Stanley with 17 years of industry experience and holds a Series 66 designation. Her career includes tenure at Merrill Lynch, LPL Financial, and Wells Fargo Clearing, among other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs with a focus on tailored financial planning supported by firm-approved tools and a structured discovery process.

Brandi Wiseman is a financial advisor with J.P. Morgan Securities in New Albany, IN. She holds Series 63 and Series 66 designations and has 12 years of industry experience. In addition to her advisory role, she is involved with Majestic Memories Travel, a travel agency where she works as a contractor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research and incorporates ESG factors in its eligible strategies.

Glenn Tucker is a financial advisor at Ameriprise with 28 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise and its affiliated entities since 1998. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement income planning and tax-aware withdrawal strategies.