Joseph Mayfield is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at JJB Hilliard WL Lyons LLC. 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, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with both discretionary and non-discretionary options.

Adam Henley is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors and Securities America, Inc. Henley is also the lead advisor at Ironbridge Wealth Counsel, LLC, where he manages client relationships and provides financial advice. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a variety of portfolio options, employing firm-provided tools and third-party solutions to construct and manage client portfolios.

John Ball Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He holds a Series 66 designation and is based in Louisville, KY. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models to support client financial strategies, managing approximately $2.74 trillion in assets.

Elizabeth Kaplan is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, previously serving at JJB Hilliard WL Lyons LLC and Hilliard Lyons Capital Management, LLC. Kaplan serves as a board member for Baptist Health in Louisville, KY. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients through customized consulting and portfolio management services. The firm offers a range of investment strategies, including discretionary and non-discretionary management, and provides municipal advisory and public finance services alongside its wealth management offerings.

Jeremy Kirkham is a financial advisor at Edward Jones with 25 years of industry experience, all of which he has spent with the firm since 2001. He holds Series 63 and Series 66 credentials. Outside of his advisory role, Kirkham serves as president of an LLC involved in property maintenance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large network of advisors and branch offices nationwide.

Janice Mowen is a financial advisor with Thrivent Investment Management in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has worked with Thrivent and its related entities since 2006 and was previously with 1st Global Advisors Inc. from 2009 to 2014. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, holistic analyses without discretionary trading authority. The firm’s approach combines planning with managed-account programs under a consolidated billing option, while keeping these services separate.

Reece Stephens is a financial advisor at Robert Baird & Co. with two years of industry experience. He previously worked at Edward Jones and Old National Bank and holds a Series 66 designation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research tools and partnerships.

Christopher Couch is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1998. 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

John Mascarich is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. from 2002 to 2019. Robert Baird & Co.’s DDK Group provides wealth management services to individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and employs multiple investment strategies including separately managed accounts and tax-managed approaches.

Antonio Palazzo is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Ruth's Chris Steak House and Bellarmine University from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including retirement plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Patricia Denny is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 designations and 18 years of industry experience. She has been associated with Primerica Financial Services since 2003 and PFS Investments Inc since 2007. Primerica Advisors offers a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors who use model-based investment strategies, including options that incorporate cryptocurrency-focused ETFs, supported by custodians and overlay managers.

Matthew Ricke is a financial advisor with Ameriprise based in New Albany, IN, holding Series 63 and Series 65 credentials and with 19 years of industry experience. His prior work includes roles at Massmutual Life Insurance Company, Mass Mutual Investors Services, and operating Ricke & Associates. He is also a managing partner at 3R Wealth, LLC, where he runs a financial practice. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement income recommendations.

Imran Aslam is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 66 designation and previously operated a private law practice for ten years. Outside of advising, he was co-owner of a commercial real estate office space business that is currently being dissolved. 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 tailored financial planning and portfolio management services, utilizing a range of strategies including discretionary management and separately managed accounts.

Glenn Taylor is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, Taylor is a musician and works as a vendor and referee at sporting events on a part-time basis. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Sillman is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sammons Financial Group, Nationwide Investment Services Corporation, Jefferson National Financial Corp, Jefferson National Securities Corporation, BB&T Bank, and Stewart's Pawn Shop. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm uses a centralized Investment Policy Committee and a combination of quantitative and qualitative methods to manage globally diversified portfolios with tax-aware and risk management strategies.

Jeannie Oster is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 31 years before joining Robert Baird & Co. in 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’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 services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage, utilizing both manager-traded and model-traded strategies along with internal research tools.

Lisa Lewis is a financial advisor at Osaic with 28 years of industry experience. She has held positions at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. Lewis is licensed with Series 63, Series 65, and Series 66 designations. Outside of her advisory role, she is involved with legal services related to living trusts through Citadel Law Office. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm uses a variety of portfolio construction tools and supports both discretionary and non-discretionary account management across multiple investment types.

Kyle Harvey is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Computershare LTD and operated Coffee Crossing LLC. Outside of his advisory work, Harvey coaches youth soccer for Mockingbird Valley Premier in Louisville, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Logan Reisinger is an advisor at Robert W. Baird & Co. with Series 63 and Series 65 credentials. He has one year of industry experience, having previously worked at CNO Financial and held various roles in educational institutions. Robert W. Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services, leveraging internal research, manager selection, and advanced investment strategies.

Derek Bonifer is a CFA® charterholder with 18 years of industry experience, currently serving at Robert Baird & Co. He has held positions at Baird Trust Company, PNC Wealth Management, ARGI Investment Services, and PNC. Bonifer also works as an adjunct professor at Indiana University Southeast. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations, offering a range of portfolio management and financial planning solutions.