Bradley Henderson is a financial advisor with Robert Baird & Co., holding a Series 66 designation. He has 15 years of industry experience, previously working at CSSI before joining Baird Trust in 2024. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Elizabeth Fields is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and nine years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously was with JJB Hilliard WL Lyons LLC from 2016 to 2018. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, 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 separately managed account programs, supported by ongoing manager selection and internal research.

John Michael II is a CFP® professional with 34 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Cambridge Investment Research Advisors, Private Client Services, and Woodbury Financial Services. Outside of his advisory work, he is an author of the book *A Stand for Truth*. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by its extensive network of investment adviser representatives.

David Burks is a financial advisor at Robert W. Baird & Co. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baird since 2021, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. from 1983 to 2018. Outside of his advisory role, Burks serves on the board and finance committee of Maryhurst, a nonprofit agency supporting abused girls, and participates in the endowment committee at Douglass Boulevard Christian Church. He is also involved with Burks Spring Distillery, a whiskey aging project. The DDK Group at Robert W. Baird & Co., where Burks is based, provides tailored wealth management services to individuals, families, pensions, corporations, and charitable organizations, offering financial planning, portfolio management, and consulting through a range of traditional and alternative investment strategies.

Todd Klinglesmith is a CFP® professional with 20 years of experience in financial advising. He has been with Edward Jones since 2005, based in New Albany, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Newman is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and seven years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously held positions at JJB Hilliard WL Lyons LLC and Forcht Bank, N.A. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and overlay services.

Allissabeth Whittle is a financial professional with three years of industry experience. She holds a Series 66 designation and is currently affiliated with Cetera. Her prior experience includes roles with XY Planning Network and HTSG CPAs + Advisors. Whittle is also involved in tax preparation through her work with Cornerstone Tax Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party investment managers.

Trey Mulligan is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and having 13 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked with JJB Hilliard W.L. Lyons, LLC from 2012 to 2018. He 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, pension and profit-sharing plans, and charitable organizations. The firm provides a range of financial planning, portfolio management, and brokerage services, supported by internal research, manager selection, and advanced investment strategies.

Kristina Richards is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 18 years before joining Robert Baird in 2019. Outside of her advisory role, Richards serves as Vice President of the PTA at Lincoln Elementary Performing Arts School. Robert Baird & Co. is a large institutional firm with $394 billion in assets under management that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed accounts, supported by internal research and a combination of manager-traded and model-traded investment strategies.

Logan Emmitt is a financial advisor with Edward Jones in New Albany, IN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Talkspace Inc and Associates in Counseling and Psychotherapy, and he owns Emmitt Therapeutic Professionals, a therapy practice in Jeffersonville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

Kevin Wheeler is a financial advisor at Merrill with Series 63 and Series 65 designations and one year of industry experience. Prior to joining Merrill in 2026, he worked at Fifth Third Securities and Fifth Third Bank and held teaching roles at Bellarmine University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Benjamin Williams is a financial advisor with LPL Financial in Louisville, KY, holding a Series 66 credential and 19 years of industry experience. He previously worked for L.M. Kohn & Company for 16 years and has been associated with Green & Halliburton for over two decades, where he is also involved in Medicare insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions supported by advanced research tools and serves a large network of advisors managing over $819 billion in discretionary assets.

Thomas Fischer is a CFP® professional at OSAIC with 43 years of industry experience. He has been affiliated with OSAIC since 2024 and previously operated Fischer LLC since 2009. Fischer is also part owner and solicitor for Queen City Capital Management LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers a range of brokerage, advisory, and managed-account services, utilizing firm-provided asset-allocation tools and third-party management solutions.

Hilary Persley is a CFP®-certified financial advisor with 25 years of industry experience, currently serving clients at Edward Jones in Louisville, KY since 2010. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Sarah Black is a financial advisor with Edward Jones in Jeffersonville, IN, holding the CFP® designation and Series 63 and 65 licenses. She has 13 years of industry experience, with prior roles at Lion Street Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Additionally, she has been involved with Spring Street Solutions LLC and Axiom Financial Strategies Group LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Jason Daeger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Raymond James since 2008 and currently also works at Stock Yards Bank & Trust, where he assists clients with long-term financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary investment consulting tailored to client goals and supports a wide advisor network with specialized municipal and retirement plan advisory programs.

Ross Demmerle is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 31 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 20 years before joining Robert Baird in 2019. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Christopher Scanlan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of JPMorgan Chase since 2013, including roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.