Kathy Weil is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her career includes roles at J.P. Morgan Chase Bank, Bank of America, Merrill, and Jefferson County Public Schools. In addition to her advisory work, she is an owner and partner of Pet Collars, LLC, a business that sells handmade dog and cat collars. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kathryn Zalla is a financial advisor at UBS Financial Services with seven years of industry experience. She has been with UBS since 2018 and holds the Series 66 designation. Prior to her advisory role, she was involved with Water + Oak Outdoor Company and Camp Hi-Ho from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Mark Jesse is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Norton Healthcare and Baptist Healthcare. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary management and separately managed account programs.

Carl Thomas is a financial advisor with Robert Baird & Co. in Louisville, KY, holding CFP® and Series 66 credentials and 19 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has held previous positions at J.J.B. Hilliard, W.L. Lyons, LLC dating back to 2006. Outside of his advisory work, he holds a family farm in Louisiana. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research to support client advice and manages approximately $394 billion in regulatory assets as of December 31, 2025.

Zachary Kamber is a financial advisor at Raymond James & Associates in Louisville, KY, holding a Series 66 credential with 13 years of industry experience. He has been with Raymond James since 2015. Outside of advising, he serves on the Advancement Committee for Uspiritus and is involved with multiple alumni associations. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Jeslyn Monroe is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. She has worked at Robert Baird & Co. since 2019 and simultaneously at Jjb Hilliard Wl Lyons, LLC since 2016. 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, portfolio management, separately managed accounts, and custody and brokerage services.

Shawn Edelen is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017, following roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves on the boards of Mount St. Francis Sanctuary and Brandon's House Counseling Center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing a range of portfolio management options and proprietary as well as third-party strategies.

Henry Hensley is a financial advisor with Raymond James Financial in Louisville, KY, holding a Series 63 designation and offering 40 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and has served as a guest speaker since 2013. Outside of his financial career, he writes, produces, performs, sells, and licenses original music as a business owner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports a broad network of advisors and affiliated firms.

Susan Claywell serves as a Branch Leader at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Planning Consultant at Fidelity Investments from 2023 to 2025. Her experience also includes positions as Assistant Vice President and Investment Executive at Fifth Third Securities between 2022 and 2023, and as a Wealth Management Advisor at TIAA from 2016 to 2020. In her leadership role, Susan focuses on fostering a collaborative and transparent culture that supports both client service and team development. She emphasizes the importance of integrity and a growth mindset in building a motivated and trustworthy team environment. Outside of her professional endeavors, Susan's interests include food, gardening, outdoor adventures, pets, photography, and scuba diving.

Whitney Conn is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2025, she worked at Stock Yards Bank & Trust, Robert Baird & Co., and Hilliard Lyons. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stephanie Valsted is a financial advisor at Morgan Stanley in Louisville, KY, with 23 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with additional activities including private funds and principal trading.

Ronald Laughlin is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Primerica Financial Services and PFS Investments Inc. since 2000 and is involved with the YMCA and Port Royal Methodist Church. He also receives non-investment-related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jason Scarpellini is a CFP® professional with 16 years of industry experience currently affiliated with Raymond James & Associates. He previously spent ten years with PNC Bank and PNC Investments. Outside of his advisory role, he owns a rental property in Louisville, KY. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional, pension, and charitable organizations. The firm offers financial planning and consulting services with a range of portfolio management styles and notable municipal advisory capabilities.

Matthew Liston is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with six years of industry experience. He has worked at Baird since 2020 and previously was a college student from 2016 to 2020. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. Baird employs a diverse range of investment strategies including discretionary portfolio management, separately managed accounts, and tax-managed approaches, supported by internal research and technology such as artificial intelligence.

John Duerr is a CFP® with 50 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Jennifer Solinger is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and three years of industry experience. Her prior work includes roles at MCM CPAs and Advisors, Nethery Insurance Agency LLC, and Triple Crown Advisors with Ameriprise Financial, among others. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, and charitable organizations with a variety of financial planning and portfolio management services. Baird employs a range of investment strategies and ongoing manager oversight, with $394 billion in assets under management as of December 2025.

Ryan Hall is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Outside of his advisory role, Hall serves on the board of directors for the Legacy Foundation of Kentuckiana, where he reviews and approves grants to health and wellness organizations in the area. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Laurel Lee is a CFP® and holds a Series 66 designation, with 14 years of experience in the financial services industry. She has worked at Robert Baird & Co. since 2019 and concurrently at JJB Hilliard WL Lyons LLC since 2013. Laurel is based in Louisville, KY. She is part of The DDK Group at Robert W. Baird & Co., a team within the firm’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

Adam Mc Dermont is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he worked at Family Wealth Strategies and AE Wealth Management. He has also held positions outside finance, including at Rabbit Hole Distillery and Ford Motor Company. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering tailored financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.

Samuel Hatfield is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked previously at Fisher Investments, Horizon Wealth Management, and LPL Financial. Outside of his advisory role, he is involved in operating Airbnb rentals and traditional life insurance sales in Louisville, KY. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.