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 63 and Series 66 designations and 17 years of industry experience. Her prior work includes roles at Stock Yards Bank & Trust and LPL Financial LLC, as well as Horizon Wealth Management. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing internal research and technology such as artificial intelligence to support investment decisions.

Cory Gerkin is a financial advisor at Robert Baird & Co. with 17 years of industry experience and holds a Series 66 designation. He has worked at Robert Baird & Co. since 2019 and previously spent over a decade at J.J.B. Hilliard, W.L. Lyons. Outside of his advisory work, he participates as an independent contractor boxer in four-round matches. Robert Baird & Co.’s DDK Group, where Gerkin works, is part of the Private Wealth Management department serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage, with a focus on manager and model-traded strategies supported by internal research and technology.

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 at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and has worked with Stock Yards Bank & Trust Company since 2011, serving as an officer and vice president. Prior to that, he was employed by J.J.B. Hilliard, W.L. Lyons, LLC from 2008 to 2011. 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 advisory services supported by analytical tools and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA consulting programs.

Bradley Fry is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2024. His prior roles include positions at Cerity Partners, ARGI Investment Services, Professional Data Solutions, Inc., and Wright Express Inc. He also teaches a course at Bellarmine University. Baird’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 various investment strategies supported by internal research and ongoing manager selection.

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 Series 66 licensed financial advisor with Edward Jones in New Albany, IN, and has three years of industry experience. He has been with Edward Jones since 2021. Prior to this, his work history includes positions in education, development, and grounds management. 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, managed solutions, and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial 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.

Theo Bachmann is a financial advisor at Edward Jones in Clarksville, IN, holding a Series 66 designation. He began his advisory career in 2026 and has previously worked in various roles outside the financial industry, including positions at Old National Bank and Fleet Feet. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a range of advisory strategies and maintains a large national network of advisors and branch offices.

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.