Michael Kuhn is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Fifth Third Securities, Inc. and Fifth Third Bank, where he worked for over a decade. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex and non-traditional investments.

Brent Gillies is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been associated with JJB Hilliard WL Lyons LLC since 2016. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. Baird offers a range of advisory services including financial planning, portfolio management, and separately managed account programs, supported by internal research and advanced tools such as artificial intelligence.

William Kaiser is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. Outside of his advisory role, Kaiser coaches cross country and track at Providence High School in Clarksville, 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 strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Crystal Kehrer is a financial advisor with Edward Jones in Jeffersonville, IN, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is a co-owner of a lawn service business in Greenville, IN, though she does not have operational responsibilities. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

John Stepp is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and seven years of industry experience. He has worked at Robert W. Baird & Co. since 2020, following prior roles at Edward Jones and Fifth Third Bank. He 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 firm offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Andrew Ruud is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at U.S. Bank and U.S. Bancorp Investments prior to joining Raymond James and is currently associated with Stock Yards Bank & Trust. His additional role involves offering investments to Stock Yards Bank clients through the Raymond James platform. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Amber Willoughby is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds a Series 63 designation and has worked at Robert Baird & Co. since 2019, including her current role since 2021. Prior to that, she spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. 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 institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Luis Rizo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over nine years of experience in the financial industry. His career includes roles at JPMorgan Chase Bank, N.A. and PNC Bank/PNC Financial. J.P. Morgan Securities LLC 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 centralized due-diligence framework.

Scott Ironside is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019. Prior to that, he spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. 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 consulting and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlays for goal and tax management.

Keaton Seelye is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at First Savings Bank and LPL Financial LLC. Keaton is also a commissioned notary public in the state of Indiana. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors.

Stephen Cross Jr. is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2013. Outside of his advisory role, he is involved in thoroughbred racehorse ownership through several private entities. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Diana Perez is a financial advisor with Raymond James Financial, holding Series 63 and 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at Morgan Stanley, Robert Baird & Co., and Hilliard Lyons. Outside of her advisory work, she serves as a trustee for a local church in Lanesville, Indiana. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports clients through a broad network of advisors and specialized programs.

Vincent Corsi is a CFP® with 40 years of industry experience, currently serving at OSAIC since 2024. He has held roles at Securities America Advisors, Inc. and Mainstreet Wealth Management, LLC, where he is also the owner. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.

Katherine Pope Rodriguez is a CFP®-credentialed financial advisor with six years of industry experience, currently serving at J.P. Morgan Securities since 2021. She has prior affiliations with JPMorgan Chase Bank, N.A. and is a partner at KEAT Ventures LLC. Rodriguez is also a board member of the Harrison County Community Foundation, where she contributes to the Finance Committee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework incorporated into its investment recommendations.

Brennen Carlsen is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he was with Pruco Securities LLC and has been involved in HR and employee benefits through PADOC LLC since 2017. Brennen also has experience as a self-employed professional and has worked in education roles. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Evan Lasley is a Series 66-registered financial advisor with Edward Jones in Corydon, IN, with two years of industry experience. Prior to his current role, he has been involved in lawn care entrepreneurship and briefly operated a local band and grill business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

Ernest Cory II is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 63 designation and 46 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 42 years before joining Robert Baird in 2019. Cory also serves as a FINRA arbitrator. Robert Baird & Co.’s Private Wealth Management team, including the DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, consulting, and portfolio management services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

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.