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., holding a Series 63 designation and over 41 years of experience in the industry. Prior to joining Baird in 2019, she spent 30 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of her advisory work, she serves as Board President of The Culbertson Home for Old Ladies. She is part of The DDK Group within Baird’s Private Wealth Management department, which provides services to individuals, business clients, pensions, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management strategies, manager selection and monitoring, and tax-management capabilities to support client objectives.

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, holding a Series 63 designation with 32 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 25 years before joining Robert Baird in 2019. Hawkins serves as Treasurer for the Episcopal Diocese of Kentucky. He is part of The DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of portfolio management and financial planning services. The firm is notable for its use of manager-traded and model-traded strategies, comprehensive investment tools including AI, and municipal advisory services.

Kimberly Knight is a financial advisor at Robert Baird & Co. with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Robert Baird since 2019. Prior to that, she was with Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. for over two decades. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services.

David Kristiansen is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James and PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, supported by centralized due diligence.

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.

John Logan Bisig is an advisor at Robert W. Baird & Co. with the Series 66 designation and less than one year of industry experience. Prior to joining Baird, he worked at the Jefferson County Attorney's Office and was involved with the Norton Healthcare Foundation and Audubon Country Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and strategic partnerships.

Lara Jenkins is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and UBS Financial Services. Jenkins is based in Louisville, KY. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides planning through direct and corporate financial planning agreements.

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, currently serving as a financial advisor at Charles Schwab & Co., Inc. He has previously worked at Kentucky Farm Bureau Insurance, Sortino Advisory Partners, and Morgan Stanley. Maynard is a board member of Kaiser Home Support Services and serves on the advisory board of 4B Healthcare, Inc. Charles Schwab & Co., Inc. provides wealth advisory and related services primarily to high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, backed by its research and due diligence capabilities.

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. He is currently with Raymond James & Associates, where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing and J.J.B. Hilliard, W.L. Lyons, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, investment consulting, and institutional advisory services through various programs and affiliated specialists.

Thomas Barnes Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory work, Barnes is a partner in two Louisville-based restaurant and nightclub businesses. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools, with investment guidance supported by the Global Investment Committee’s analyses.

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.