Emily Andrada is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and five years of industry experience. She previously worked at MML Investors Services and Ricke & Associates, with a combined career spanning over 18 years prior to joining Ameriprise. Andrada serves on the Board of Directors and Marketing Committee of the Community Foundation of Southern Indiana. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Marie Haverty is a financial advisor at Edward Jones with the CFP® and Series 66 designations. She has six years of industry experience, including roles at Edward Jones since 2019, Cerner Corporation, and Coker College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

David Riggs is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked at CrossCountry Mortgage LLC, Humana Inc, and Schneider Electric. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Amanda Janssen is a CFP® professional with seven years of experience in the financial services industry. She currently works at OSAIC and previously held roles at Securities America, Inc., Securities America Advisors, and Sortino Advisory Partners, LLC. Janssen is involved in several nonprofit boards and committees, including serving as Programming Director for the Southern Indiana SHRM and as a member of the Community Foundation of Southern Indiana's marketing committee. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios across multiple asset types.

Stephen Corsi is a financial advisor at OSAIC with 19 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC in 2024, Corsi spent over a decade with Securities America Advisors, Inc. and Securities America Inc. He is also involved with Young Life, a Christian outreach ministry in Louisville, where he serves as a financial approver for budgeting and expense report oversight. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services, providing portfolio management through various platforms and tools, including access to third-party managers and automated investment strategies.

Jason Middleton is a financial advisor with LPL Financial in Louisville, KY, holding a Series 63 credential and with 30 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in business entities related to estate planning. 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 and financial planning services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

David Lobeck is a financial advisor at Edward Jones in Jeffersonville, IN, with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses, and has been with Edward Jones since 2011. Outside of his advisory role, Mr. Lobeck is the owner of Lobeck Marketing and Media LLC, hosts a weekly professional golf radio show, and writes nationally syndicated columns and a cooking website focused on BBQ. He is also working on a BBQ-themed coffee table book that integrates investing and budgeting principles. 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 broad range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Michael Kiper is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parkland Securities, LLC for 11 years. In addition to his advisory role, he operates Kiper Wealth Advisors, a sole proprietorship that sells various lines of insurance. 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, using asset-allocation tools and third-party platforms to manage a wide range of investment portfolios on both discretionary and non-discretionary bases.

Jerry Davis is a CFP®-credentialed financial advisor with 27 years of industry experience, currently serving at Cetera since 2020. His prior work includes extensive tenure at First Allied Advisory Services and NEXT Financial Group. Outside of his advisory role, Davis is involved in insurance and tax preparation businesses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to a range of model portfolios and third-party managers.

Sarah Diffenderfer is a financial advisor at Osaic with seven years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc. and Securities America Advisors, Inc. in Louisville, KY. Diffenderfer also operates MainStreet Wealth Management, LLC, where she focuses on variable annuities and occasionally provides life insurance quotes. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing advanced asset-allocation tools and portfolio management strategies.

Sherry Carrico is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and its affiliated entities since 2016, following a long tenure at Bank One/Chase Bank from 1993 to 2021. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Betty Thomas is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 15 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent several years at JJB Hilliard W.L. Lyons LLC. 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 provides a range of financial planning and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Kevin Boehnlein is a financial advisor with Edward Jones in Clarksville, IN, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

James Childress is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is engaged as a 1099 employee with Kalas LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations.

Jarrod Bulleit is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Myriad Genetics for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

William Courtenay is a Series 66-registered financial advisor with Merrill in Louisville, KY. He has one year of industry experience and has previously worked at Bank of America, N.A. His prior work includes positions at the University of Louisville, University of Kentucky, and Louisville Honda World. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

John Mayfield is a CFP® professional with 25 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at First Allied Advisory Services and Next Financial Group Inc. Outside of his advisory work, he serves as Treasurer for the Kentucky Collaborative Family Network, a nonprofit organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor network serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and model portfolios, managing over $256 billion in assets across more than 10,000 advisors.

Curtiss Scott is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Kentucky Trust, Nationwide Incorporated Investment Services, and Jefferson National Securities Corporation. Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and emphasizes ongoing manager selection supported by internal research and tools.

Tracy Hardin is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. Prior to joining LPL in 2023, Hardin held roles at Private Client Services, LLC and KFG Private Client Services. Outside of advisory work, Hardin is involved in selling non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Daniel Miller is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019. Prior to that, he was with J.J.B. Hilliard W.L. Lyons from 2012 to 2017. 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 offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and complex investment strategies.