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.

Crystal Kehrer is a financial advisor with Edward Jones in Jeffersonville, IN, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is a co-owner of a lawn service business in Greenville, IN, though she does not have operational responsibilities. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Patrick Gaughan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with several firms, including Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities prior to joining Cambridge in 2017. Outside of his advisory role, Gaughan is an independent insurance agent and owner of BlueCap Financial LLC. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals and offers access to multiple platforms, custodians, and proprietary and third-party investment strategies.

Donald Dentinger is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and multiple portfolio management styles.

Nathanael Mccauley is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2016 and concurrently associated with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Robert Schenkenfelder is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2014, following four years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a combination of direct plans and corporate financial planning agreements.

Lawrence Pusateri is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad 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 utilizes structured planning tools alongside proprietary modeling techniques in its financial planning process.

Victor Perrone is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has held roles at Morgan Stanley and the University of Kentucky. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.

Mark Liston is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 63 designation and 35 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 29 years before joining Robert Baird in 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which 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 both manager-traded and model-traded strategies, along with tax management and unified fee arrangements.

Brett Corbin is a financial advisor at Robert W. Baird & Co. in Louisville, KY, holding a Series 66 designation with 11 years of industry experience. He previously worked at Raymond James & Associates for ten years and briefly at New2Lou. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Michelle Claycomb is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior roles include positions at Merrill, UBS Financial Services, and J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Luis Rizo is a Series 66-licensed financial advisor with J.P. Morgan Securities, having started his role there in 2025. He has prior experience at JPMorgan Chase Bank, N.A. from 2018 and PNC Bank/PNC Financial from 2014 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Ashton Ellis is a Series 66-licensed financial advisor at Morgan Stanley in Louisville, KY, with less than one year of industry experience. Prior to joining Morgan Stanley, Ellis held positions at Southwestern University and Associated Terminals. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured discovery conversations and advanced planning tools to support client financial plans.

Keaton Seelye is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at First Savings Bank and LPL Financial LLC. Keaton is also a commissioned notary public in the state of Indiana. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors.

Carey Rafferty is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2021, Rafferty worked at Merrill from 2017 to 2021 and First Capital Bank of Kentucky from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market outlook models.

Kristen Vanhook is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation for nine years. Vanhook is also an insurance agent with Thoroughbred Financial Agency and Ruby Financial Planning, where she offers various insurance products including life, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm uses model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across multiple programs and custodial platforms.

Alexandra Ehret is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 designation with nine years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2019 and was previously employed at UBS Financial Services Inc. from 2017 to 2019. Early in her career, she also worked in the hospitality industry and held a position at Western Kentucky University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee, serving clients through a combination of direct and corporate financial planning arrangements.

Donald Kohler Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as an officer and director of a local private company and holds trustee positions in several trusts. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, employing a structured financial planning process supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Angelique Grimball is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Charles Schwab Bank, TD Ameritrade Inc., and Truist Bank. Outside of finance, she owns and operates a family and event photography business called Images by Angelique. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Carla Rice is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Robert Baird since 2019 and previously spent 27 years at J.J.B. Hilliard, W.L. Lyons, Inc. She has also been affiliated with the University of Louisville for over 30 years. The DDK Group, Carla’s team within Robert W. Baird & Co.’s Private Wealth Management department, serves a diverse client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management through various managed account programs, and custody and brokerage services, supported by ongoing manager selection, internal research, and a range of investment strategies.