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 in Louisville, KY, holding the Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also the owner of BlueCap Financial LLC and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, with investment strategies tailored to client objectives and delivered via multiple platforms.

Donald Dentinger is a financial advisor at Raymond James & Associates with 27 years of industry experience. He has held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Raymond James. Dentinger holds Series 63 and Series 65 licenses. 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 including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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 at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

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 bringing 35 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. since 1990. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning, discretionary and non-discretionary management, and separately managed account programs, utilizing both in-house and third-party managers across traditional and alternative investment strategies.

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 financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over nine years of experience in the financial industry. His career includes roles at JPMorgan Chase Bank, N.A. and PNC Bank/PNC Financial. J.P. Morgan Securities LLC 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 centralized due-diligence framework.

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 credentials and previously worked at Lincoln Financial Securities Corporation for nine years. Vanhook also operates Thoroughbred Financial Agency, where she offers various insurance products, including disability insurance, fixed and indexed annuities, and long-term care insurance. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and offering access to third-party money managers and managed-account solutions.

Alexandra Ehret is a Series 66-credentialed financial advisor at Morgan Stanley with eight years of industry experience. She has worked at Morgan Stanley since 2019 and previously held roles at UBS Financial Services Inc. from 2017 to 2019. Alexandra also has experience outside finance, having worked at Miki's on Main and at Western Kentucky University earlier in her career. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides its services through financial advisors and estate planning specialists.

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 with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Truist Bank, TD Ameritrade, Charles Schwab Bank, and Charles Schwab and Co. Inc. Outside of finance, she owns and operates a family and event photography business, Images by Angelique. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through both direct and employer-based financial planning agreements.

Carla Rice is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent 27 years with J.J.B. Hilliard, W.L. Lyons, Inc. Rice also has a longstanding affiliation with the University of Louisville. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services utilizing a range of investment strategies and offers municipal advisory and public finance services alongside its investment management capabilities.

Marc Young is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2012. He holds a Series 66 license and is based in Louisville, KY. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.