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 with Morgan Stanley in Louisville, KY, holding a Series 66 designation and ten years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following five years at Wells Fargo Clearing. Outside of his advisory work, he has partial ownership in 3D Ventures, LLC, a non-investment business based in Louisville. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside investment modeling to support client strategies.

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 with Edward Jones in Louisville, KY. He holds Series 65 and Series 63 designations and has 13 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and UBS Financial Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Alex Englund is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for five years and has experience with Ranir LLC and Grand Valley State University. Alex is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies alongside tax management and direct indexing.

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 CFP® with 27 years of industry experience, currently affiliated with LPL Financial in Jeffersonville, IN. His prior roles include positions at Centra Credit Union, Cetera, Abound Credit Union, and CUNA Mutual Group. Outside of his advisory work, he is a business owner of Two Rivers Lodge LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management options, supported by research and technology-driven investment strategies.

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 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons Inc. beginning in 1984. She 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 charitable organizations. The group offers customized financial planning and portfolio management services using a range of investment strategies and overlays, including both traditional and non-traditional allocations.

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 16 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill Lynch and LPL Financial. Coots is based in Louisville, KY. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Brandi Wiseman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of her advisory role, she is involved with Majestic Memories Travel, working as a travel planner. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Glenn Tucker is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Louisville, KY. He has worked with Ameriprise and its affiliated entities since 1998. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its recommendations, with a focus on assets held in Ameriprise Managed Accounts.