Alexander Deitz is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 credential and has prior work experience at the University of Kentucky, the Federal Deposit Insurance Corporation, and various corporate and educational institutions. Outside of advising, he has been involved with John's Run/Walk Shop. 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 group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals and risk tolerances.

Donna Resch is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding a Series 63 designation and bringing 41 years of industry experience. She has been with Robert W. Baird since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons, Inc. for 37 years. Outside of advisory work, she serves as Board President of The Culbertson Home for Old Ladies, a nonprofit organization. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, internal research, and ongoing manager monitoring, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Maria Anderson is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 licenses and having 29 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and methodologies.

Matthew Merlo is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at The Charming Turtle, Five Iron Golf, and various roles within the University of Louisville and community organizations like the YMCA of Greater Cincinnati. He has engaged in both educational and recreational sectors before beginning his advisory career. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its services.

Brent Stern is a financial advisor at Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery conversations and firm-approved planning tools.

Chris Hudson is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he works as a college basketball official during the basketball season. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Colin Backert is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Baird in 2022, he served in the United States Air Force for six years. Outside of his advisory role, he is involved as a college football official on the replay staff for the Sun Belt Conference and will be serving as a traditional guardsman with the Tennessee Air National Guard. Baird’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research and a combination of manager-traded and model-traded strategies.

Charles Hawkins is a financial advisor at Robert Baird & Co. in Louisville, KY, with 31 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird & Co. since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. Hawkins serves as Treasurer for the Episcopal Diocese of Kentucky. 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 institutions. The group offers tailored investment advice and portfolio management through both in-house and third-party managers, utilizing traditional and non-traditional strategies to align with client goals and risk tolerances.

Kimberly Knight is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. (including its affiliate Hilliard Lyons) since 1996. She is part of The DDK Group, a team within Robert Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by internal research, ongoing manager monitoring, and strategic partnerships.

David Kristiansen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Moranville is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 registrations. He has 43 years of industry experience, including 17 years at Raymond James & Associates. 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, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Lara Jenkins is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Barry Blalock II is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments for seven years. Blalock serves as a board member for the Douglass Hills Swim & Dive Team, a youth organization in Louisville, KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Kevin Maynard is a CFA® charterholder with 12 years of industry experience. He is currently with Charles Schwab, where he has worked since 2022, and previously held roles at Kentucky Farm Bureau Insurance and Sortino Advisory Partners. He serves as a board member for Kaiser Home Support Services and as an advisory board member for 4B Healthcare, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary advisory solutions supported by multi-asset model portfolios and centralized custody and supervisory infrastructure.

Austin Hays is a CFP®-credentialed financial advisor with Robert Baird & Co., bringing 10 years of industry experience. He has worked at Robert Baird since 2019 and concurrently at Jjb Hilliard Wl Lyons LLC since 2015. Outside of his advisory roles, he serves as a board member on the investment and finance committee of the Shelbyville Kiwanis Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a wide range of investment strategies.

Jeffery Grantz is a financial advisor at Edward Jones in Jeffersonville, IN, holding a Series 66 designation. He joined Edward Jones in 2025 after working in the orthopedics industry with Zimmer Biomet Orthosolutions and OrthoMidwest Depuy Synthes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Robert Cregor is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Thomas Barnes Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a partner in two restaurant and nightclub ventures in Louisville, Kentucky. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, supported by structured discovery processes and firm-approved planning tools.

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.

James Hatcher is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long-term roles at PFS Investments Inc and Primerica Financial Services, as well as a brief tenure at Wilson & Muir Bank. Outside of finance, he is involved in creative pursuits such as music, comedy, writing, and recording, with works available on platforms like iTunes and Amazon, and he is affiliated with Go 90 Grow Training Solutions LLC. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, through a wrap-fee asset management program that utilizes model-driven strategies developed by unaffiliated asset managers.