Todd Metcalf is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved as a caregiver through the Michelle P. Waiver Program. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Myra Ryan is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Ameriprise in Louisville, KY. Her prior roles include positions at Avantax Insurance Services, Avantax Advisory Services, Avantax Investment Services, McDaniel Wealth Management, and Radwan, Brown & Co. She serves on a local board of directors in Louisville. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

James Walker Jr. is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at CFI Auto and Leasing and TriJen Material Handling, LLC. Outside of his advisory role, he owns a vacation rental property in Prospect, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

William Boyd is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014, based in Louisville, KY. 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 large national network of financial advisors and branch offices.

Stan Wagner is a financial professional with 26 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He holds the Series 63 and Series 65 credentials and has been with Cambridge since 2016. Wagner has a background that includes long-term work at Bankers Life and Casualty Company and serves as president of a local business networking group. He is also an elder and minister at Lakewood Baptist Church in Louisville, KY. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Logan Alderson is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Total Quality Logistics, Truist Financial, Rick Hendrick's BMW, and Franklin Bank and Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kevin Crahan is a financial advisor with LPL Financial in Shelbyville, KY, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for five years before joining LPL Financial in 2009. 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 advisory and brokerage services through a large network of investment adviser representatives and provides a range of financial planning and investment management solutions, including third-party asset management and institutional platforms.

David Maultsby is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. since 2014 and with Primerica Financial Services since 2007. In addition to his advisory role, he is involved in sales of investment-related products and non-investment products such as loan services and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and delivers model-based investment strategies supported by third-party asset managers and custodial services.

Paul Fetter Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also serves as president of CTA Services, Inc., a CPA enrolled agent firm providing tax preparation and accounting services. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, delivering solutions tailored to client objectives across multiple platform arrangements.

George Brakmeier IV is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He has been affiliated with Cambridge Investment Research and related entities since 2005. Outside of advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple platforms, incorporating both proprietary models and outside strategists.

Kelsey Skorodziyevskiy is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with J.P. Morgan Securities in Louisville, KY. Prior to joining J.P. Morgan, she worked at First Command Advisory Services and held roles at Bank of America and Merrill Lynch. She is also a member of VK Brands LLC, an e-commerce business involved in apparel sales. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.