Joshua Lowery is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, he serves as a middle school basketball coach for Greater Clark County Schools. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Angela Higgins is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior experience includes roles at Merrill and Hilliard Lyons, where she worked from 1997 to 2020. Outside of her advisory work, she is involved as an instructor with Pure Barr LLC and SoIN Flow LLC. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services. The firm combines model-traded strategies, tax management, and ongoing manager oversight, and it reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Robert Fischvogt is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2022 and has a long tenure with Cuna Brokerage Services, Inc. and Centra Credit Union dating back to the late 1990s. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various technology tools.

Matthew Dilbeck is a financial advisor at Robert Baird & Co. in Louisville, KY, with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Atria Senior Living, World-Kinect Energy Group, and The Vanguard Group, Inc. Robert Baird & Co.’s DDK Group serves individual and institutional clients, including high net worth individuals, corporate and business entities, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts, and utilizes both internal research and external partnerships in delivering advisory solutions.

Victor Lancaster Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. He previously worked at Invest Financial Corporation and has entrepreneurial experience as the owner of Pinnacle Designs, LLC. Lancaster has been with LPL Financial since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and advanced portfolio management tools.

Dominick Occhiato is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and nine years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at Hilliard Lyons. 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 customized financial planning and portfolio management services, utilizing a range of strategies from traditional to complex allocations, including discretionary and non-discretionary management.

Christian Stewart is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Chase Bank, PNC Bank, and various educational institutions. Stewart also serves in the United States Army Reserves. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, integrating strategic asset allocation and tax-aware options.

Max Guenther is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of advising, Guenther is the owner of MTG Capital, an LLC involved in owning real estate. 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 supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Donald Hook II is a financial advisor with OSAIC in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He worked at Securities America Advisors and Securities America Inc. for 15 years before joining OSAIC in 2024. Outside of his advisory role, he volunteers at the White Flag Homeless Shelter and serves as Vice President on the council of St. Marks UCC Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of asset-allocation tools and supports multiple investment platforms, including third-party money managers and unified managed accounts.

Daron Van Vactor is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 12 years of industry experience. He previously worked at JJB Hilliard WL Lyons LLC before joining Robert Baird in 2019. Van Vactor serves as a board member and participates on the investment committee of the Speed Art Museum. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base, including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Holly Kiper is a financial advisor with Osaic Wealth, Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Parkland Securities, LLC since 2014 and owns Kiper Wealth Advisors, a sole proprietorship that provides insurance quotes and services. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to create tailored portfolios across multiple asset classes.

David Laughlin is a financial advisor at Cetera with 33 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, Ameriprise Financial Services, and First Savings Bank. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with diverse program options and over $256 billion in assets under management.

Jimmy Johnson is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Stock Yards Bank, U.S. Bancorp Investments, and TIAA-CREF. Johnson serves as a volunteer subcommittee member for the nonprofit Kentuckiana Friends of V, assisting with finance-related tasks. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Adam Miller is a financial advisor at Edward Jones in New Albany, IN, with four years of industry experience. He holds the Series 66 designation and has professional experience spanning roles at Edward Jones since 2021, as well as previous positions at companies including Enjoy Life Foods, Beta Hatch, and CSC Sugar. Outside of his advisory role, Miller serves as an ambassador for One Southern Indiana Chamber of Commerce, acts as an education coordinator for BNI networking franchise, and leads a group at the St. Matthews Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors and approximately $1.01 trillion in assets under management. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Thomas is a CFP® and holds a Series 66 license with Edward Jones in Corydon, IN. He has 13 years of industry experience, having been with Edward Jones since 2012. Outside of his advisory work, he owns a commercial rental property in Corydon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Sean Lydon is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at Cetera Investment Advisors LLC since 2026. Lydon also serves as a financial professional at Cape Investment Management and has a background in pharmaceutical distribution and healthcare systems analysis at McKesson. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment strategies.

Robert Ritz is a financial advisor with Edward Jones in New Albany, IN, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various net-worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branches.

Quinton Coffman is a financial advisor with Edward Jones in Corydon, IN, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in various roles including positions at South Harrison Community School Corporation and AIG. He is also a part-owner of a family real-estate investment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

William Rumple is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a joint investment partner in a property development business in Borden, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment options, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Wolf is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.