Carson Ebert is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Baird in 2021, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial sector, he held roles at Designer Brands and Designer Shoe Warehouse. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Tate Meriwether is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 license with one year of industry experience. Prior to joining Morgan Stanley, he held positions at Uber Eats and DoorDash and was affiliated with Western Kentucky University and Jefferson County High School. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to financial planning, advisory, and institutional investment solutions.

Sara Southwick is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has prior experience with The PNC Financial Services Group and Ambition Fitness. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide adviser network.

John Pamplin is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird since 2021. Prior to his advisory role, he had a brief tenure at Scott Lund Construction and completed extensive studies from 2012 to 2021. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning, portfolio management, and a range of investment strategies including traditional and non-traditional allocations.

Samuel Davidson is a financial advisor at Robert W. Baird & Co. in Louisville, KY, holding a Series 66 credential with 5 years of experience at Baird. He has prior experience at Bellarmine University and spent 18 years unemployed before entering the advisory field. His background also includes a brief role at Champions Pointe Golf Club. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, employing a combination of manager-traded and model-traded SMA strategies alongside tax-management and direct-indexing capabilities.

Michael Hettinger is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., The Prudential Insurance Company of America, Pruco Securities, LLC, Symmetry Financial Group, and Ford Motor Company. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ernie Lewis Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with LPL Financial since 2022 and has concurrently worked at Centra Credit Union and CUNA Brokerage Services since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Travis Mahan is a financial advisor at Edward Jones in New Albany, IN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as chairman of the Parish Council and leads the Renovation Committee at St. Johns the Baptist Catholic Church, and he is involved with several nonprofit organizations including the Veterans of Foreign Wars and the American Legion. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Bruce Miller is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014. Miller serves as a board member of The Temple, a nonprofit organization in Louisville. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Abdullah Asim is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with various Fidelity divisions since 2003. Outside of advising, he manages an eCommerce business focused on household and sports products. Fidelity's Strategic Advisers LLC serves retail and institutional clients, offering investment management and advisory services that include discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, using a combination of fundamental research, quantitative analysis, and systematic methodologies.

Chelsea Colvin is a financial advisor at Robert Baird & Co. with a Series 66 designation and four years of industry experience. She has worked at Robert W. Baird since 2019 and previously held positions at Hilliard Lyons and Williams Lea. She is part of The DDK Group within Robert W. Baird’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 both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Robert Cruse is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has worked at Baird since 2021. His prior experience includes roles at United Citizens Bank and Trust Company, Reliance Construction, Henry County Public Schools, and Kentucky State University. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a diverse clientele including individuals, families, pensions, corporations, and charitable organizations. The firm offers tailored financial planning and portfolio management services using both in-house and third-party managers, covering a broad range of investment strategies and solutions.

Erika New is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds the Series 66 designation and has previously worked at Spalding Insurance Group and Commonwealth Bank & Trust. She 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, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

Andrew Spurlock is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for three years. Prior to his financial career, he held various roles including positions at Jet's Pizza and teaching appointments at Spalding University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio styles and in-house research.

Amy Ashton is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with three years of industry experience. She has been with Baird since 2020 and previously worked at Technology Advice and QuinStreet. Prior to her finance career, she was associated with Christ Church United Methodist for nine years. Amy 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 both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Michael Hart is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services Inc and MassMutual. Outside of his advisory role, he serves as the head wrestling coach at North Oldham Middle School. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Liston is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 66 designation and has been with RW Baird since 2019. The DDK Group, part of Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. The team customizes strategies based on client goals and risk tolerances, utilizing a range of investment approaches including traditional and non-traditional allocations.

Kathryn Hendon is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC beginning in 2012. Hendon serves as a board member on the Investment Finance Committee at Bellewood & Brooklawn. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients through customized financial planning and portfolio management services. The firm employs a variety of investment strategies and offers municipal advisory and public finance services alongside its broader wealth management capabilities.

Amanda Kugel is a financial advisor with Morgan Stanley in Louisville, Kentucky, holding Series 63 and Series 66 licenses and with 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as Treasurer and an officer for the Shoals Elementary PTO, a voluntary school organization. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Jeffrey Esarey is a financial advisor with Edward Jones in Jeffersonville, IN, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Esarey serves as a board member of Walnut Ridge Cemetery Inc. in Jeffersonville. 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 strategies, and maintains a large network of financial advisors and branch offices nationwide.