Yano Touma is a financial advisor with Robert Baird & Co. holding a Series 66 designation and 24 years of industry experience. He previously worked at JJB Hilliard W.L. Lyons LLC from 2008 to 2019 before joining Robert Baird & Co. in 2019. Touma serves on the board of directors for Hunting Creek Country Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

Heather Osborn is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously was with JJB Hilliard W.L. Lyons LLC and Hilliard Lyons for a combined 23 years. Outside of her advisory role, she serves as a trustee managing a relative's trust, which includes filing tax returns, managing investments, and distributing income. Heather is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of strategies and both in-house and third-party managers.

Christopher Boone is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC. He 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 institutional clients. The group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, SMA programs, and complex strategies involving private funds and real assets.

Matt Millies is a financial advisor at Edward Jones in Georgetown, IN, holding a Series 66 designation with nine years of industry experience. He worked in self-employed pro-bono financial services prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Marcia Henderson is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 66 and Series 63 licenses and possessing 17 years of industry experience. Her prior work includes roles at Stock Yards Bank & Trust, LPL Financial LLC, and Horizon Wealth Management. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research, manager oversight, and a variety of investment strategies.

Cory Gerkin is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following over a decade at J.J.B. Hilliard, W.L. Lyons. Outside of his advisory role, he participates as a boxer in four-round matches with CTH Boxing Promotions. Robert Baird & Co.’s DDK Group serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, employing both traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Nicholas Oakes is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including a prior role at Humana Inc. Outside of his advisory work, Oakes serves as an assistant wrestling coach at Floyd Central High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions, supported by a large national network and a fiduciary standard of care.

James Mc Carty is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Baird Trust and AllianceBernstein. Mc Carty also serves as an adjunct professor of finance at the University of Kentucky Gatton College of Business and Economics, where he teaches financial modeling. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, and institutional investors. The group offers tailored advice and diversified portfolio management through a combination of in-house and third-party managers, with services spanning traditional and non-traditional investment strategies.

Adrienne Hayes is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Baird Trust Company, she worked for Stock Yards Bank & Trust for 13 years. She serves as a board member for the March of Dimes, volunteering approximately one hour per month with the charity. The DDK Group at Robert W. Baird & Co. serves high net worth individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, with investment strategies that include manager-traded and model-traded SMA programs, tax management, and direct indexing.

Kristina English is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Securities America Advisors and Securities America, Inc. She also operates IRONBRIDGE WEALTH COUNSEL, LLC as a private wealth advisor and works as an insurance agent selling health, life, and Medicare supplement products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services and employs various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Damon Bootes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at various firms including First Allied Securities and Waddell & Reed and is a partner at Clifford Bootes Asset Management. Outside of advising, he coaches youth soccer and provides tax preparation services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Daniel Maclean is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and possessing 17 years of industry experience. He has served in multiple roles at Stock Yards Bank & Trust Company since 2011, including Vice President, alongside his advisory work at Raymond James. 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 institutional investors. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Bradley Fry is a CFA® charterholder and holds Series 65 and Series 63 licenses, with seven years of industry experience. He has worked at Robert Baird & Co. since 2024, following prior roles at Cerity Partners, ARGI Investment Services, Professional Data Solutions, Inc., and Wright Express Inc. In addition to his advisory work, Fry teaches a course at Bellarmine University. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations. The group offers financial planning, portfolio management, and brokerage services, utilizing a mix of strategies including separately managed accounts and tax-management techniques.

Scott Durham is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 22 years of industry experience. He previously worked at Hilliard Lyons and JJB Hilliard WL Lyons LLC. Outside of his advisory role, Durham coaches a traveling soccer team with the Falls City Soccer Club. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutions with tailored financial planning and portfolio management services. The group employs a mix of in-house and third-party managers, offering a range of investment strategies from traditional to complex allocations.

Joshua Smith is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He has worked at Baird since 2019 and previously spent six years with JJB Hilliard WL Lyons. Outside of his advisory role, Smith serves as an assistant varsity baseball coach at Lanesville High School, where he mentors and instructs student-athletes. He is part of The DDK Group within Baird’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations, offering a range of investment strategies including traditional and non-traditional approaches.

Zach Kaiser is a financial advisor at Edward Jones in New Albany, IN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he held roles in various fields including professional grounds management and development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of advisors and branch offices.

Valerie Barnes is a Series 66-licensed financial advisor with Edward Jones, based in New Albany, IN, and has 16 years of industry experience. She has been with Edward Jones since 2009. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

William Jones is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2013, also working at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 brokerage, distribution, and investment management capabilities.

Samuel Hunter is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, Inc. for 12 years. Outside of advising, he operates Samuel Hunter Photography, selling prints and photographing weddings. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Kimberly Garrett is a financial advisor with Edward Jones in Jeffersonville, IN, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Edward Jones since 2010. No other business activities were reported with client-facing responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a variety of discretionary and non-discretionary investment strategies.