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.

John Hall is a financial advisor at Edward Jones in Louisville, KY, holding Series 63 and Series 66 credentials with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Hall serves as a director for Skyline Smyrna Hotel LP, a hotel development and management firm. 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, including discretionary and non-discretionary wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Daniel Love is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Robert Baird & Co., he worked at Fidelity Investments and Family Excellence Group, among other positions. Daniel is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence.

Joseph King is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 designations and possessing 48 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at JJB Hilliard WL Lyons LLC since 2016. He is part of The DDK Group, a team within Robert Baird & Co.’s Private Wealth Management department that serves a diverse client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and ongoing manager monitoring.

Timothy Oetken is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He has also worked with JJB Hilliard WL Lyons LLC since 2016. His outside interests include being a passive investor in several family-related real estate and development ventures. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual and institutional clients, including high net worth individuals and charitable organizations. The firm utilizes a range of portfolio management strategies and ongoing manager oversight supported by internal research and technology tools.

Carey Wilcox is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets for 14 years. 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, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Michael La Vera is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 credential and seven years of industry experience. He has been with Raymond James since 2018 and previously worked at AmeriSave Mortgage Corp. from 2015 to 2018. Raymond James & Associates is a large 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 solutions.

Benjamin Redfield is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and six years of industry experience. He has worked at Robert Baird & Co. and JJB Hilliard WL Lyons LLC since 2019 and previously was affiliated with the University of Kentucky and JJB Hilliard WL Lyons LLC. Outside of his advisory work, he is an owner and landlord of two real estate entities in Kentucky. Robert Baird & Co.’s DDK Group serves individuals, families, pension plans, corporations, and charitable organizations by providing financial planning and portfolio management services tailored to client goals and risk tolerances. The firm offers a range of investment strategies and combines in-house and third-party managers, along with municipal advisory and public finance services.

Kimberly Blakely is a CFP® professional with four years of industry experience, currently advising at Robert W. Baird & Co. Incorporated. Her prior experience includes roles at Mariner Wealth Advisors, Ameriprise, and Stock Yards Bank & Trust. She serves as a board member of the Financial Planning Association of Kentuckiana, a nonprofit organization based in Louisville, KY. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, supported by internal research and a combination of manager-traded and model-traded investment strategies.

Matthew Bailey is a financial advisor with Cambridge Investment Research Advisors. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes positions at Northwestern Mutual Investment Management and Longroad Wealth Managers. Outside of his advisory role, he has been involved in a family-owned mowing and tree service business. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Richard Paris is a financial advisor at Raymond James & Associates in Louisville, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Raymond James, he worked at Forvis Mazars, LLP and was involved with the Universal Cheerleading Association. He serves on the Alumni Council for the Christian Academy of Indiana as the 2018 Class Ambassador. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a nationwide team of advisers.

Alyce Weixler is a financial advisor at Morgan Stanley with 31 years of industry experience. She has worked at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves on the advisory board of Wine Country Women, a publishing and recreation organization in Louisville, Kentucky. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a range of retail and institutional investment offerings.

Kit Carter is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials with 48 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously held roles at J.J.B. Hilliard, W.L. Lyons, LLC and Wells Fargo Clearing. The DDK Group, part of Robert Baird & Co.'s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and brokerage services, utilizing a range of separately managed account strategies and internal research, including artificial intelligence, to support client advice.

Rebecca Borne is a financial advisor at Raymond James & Associates with one year of industry experience. She previously worked at Corto Lima, the University of Kentucky, and Jerzees Sports Grille. 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, institutional clients, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Victor Meyerowitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2017 and previously at Private Client Services, LLC from 2010 to 2017. In addition to his advisory work, he is a CPA involved in tax preparation and accounting through Meyerowitz & King PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced research tools.

Nicholas Oakes is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including a prior role at Humana Inc. Outside of his advisory work, Oakes serves as an assistant wrestling coach at Floyd Central High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions, supported by a large national network and a fiduciary standard of care.

Tara Guhy is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 designation with seven years of industry experience. She has worked at Morgan Stanley since 2018 and previously was employed at St Matthews Feed & Seed from 2015 to 2018. 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 and tailored financial planning using structured tools and market modeling techniques.

Nancy Mahoney is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She previously worked at Citigroup Global Markets for 20 years before joining Morgan Stanley Smith Barney, where she has been since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Christopher Foster is a CFP® credentialed financial advisor with 33 years of industry experience. He has worked at Robert Baird & Co. since 2019 and spent 27 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of financial advising, he is president of a construction company that manages leased farmland in Oldham County, Kentucky. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients with a range of financial planning and portfolio management services. Baird employs a mix of manager-traded and model-traded strategies, tax-management, and unified fee arrangements, supported by internal research and ongoing manager monitoring.

James Groves III is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Outside of his advisory role, he is a member of an LLC created to hold University of Louisville basketball and football tickets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and municipal advisory capabilities.