Robert Crady III is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons LLC for ten years before joining Robert W. Baird in 2019. Crady serves as a finance committee member for the Cabbage Patch Settlement House, assisting with budgeting and meetings with money managers. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pension plans, corporations, and charitable organizations. The group offers a range of investment management strategies including discretionary and non-discretionary portfolios, separately managed accounts, and overlay services, with capabilities extending to municipal advisory and public finance.

Michael Lindemann is a Series 66-licensed financial advisor with 18 years of industry experience, currently with LPL Financial since 2022. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. from 2008 to 2022. Outside of his advisory role, he is an agent selling term insurance in Louisville, KY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting services, with access to model portfolios and research from multiple sources.

Billy Thomas is a financial advisor at Edward Jones with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985 and holds Series 63 and Series 66 licenses. 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 manages approximately $1.01 trillion in assets under management.

L Speiden Jr. is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. Prior to joining Baird, he worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2016 to 2019. He participates on the finance committee of KMAC, a nonprofit organization in Louisville. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jennifer Bauer is a financial advisor with Raymond James & Associates in Louisville, KY. She holds a Series 66 designation and has 15 years of industry experience, including 13 years with Raymond James. 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, non-discretionary investment consulting, and municipal advisory services.

Cristalle Vivona is a Financial Solutions Advisor with Merrill Lynch Wealth Management, specializing in goals-based wealth management for affluent families, accomplished professionals, and large institutions. She works alongside a team of specialists to deliver customized advice and disciplined investment strategies, focusing on helping clients plan for long-term objectives such as education funding, retirement income, and health care costs. Cristalle emphasizes a client-centered approach that takes into account individual perspectives and priorities. Before transitioning to wealth management, Cristalle practiced law and successfully secured grants for a large nonprofit organization. She holds a Bachelor’s degree from Bellarmine University and a Juris Doctorate from the University of Kentucky. Outside her professional role, Cristalle is active in the community, serving on the Bellarmine Alumni Board and involved with Gilda's Club Kentuckiana and St. Edward Catholic Church. Her personal interests include traveling, hiking, and engaging with the Louisville community.

Sam Ellington is a CFA® charterholder based in Louisville, KY, and has seven years of industry experience. He has worked at Robert Baird & Co. since 2020, with prior roles at Hilliard Lyons Trust Company and PNC Wealth Management. Ellington serves on the investment and finance committees and is treasurer at the Kentucky Science Center, and he participates in the investment and finance committee at Volunteers of America Mid-States. He works within The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services. The firm utilizes both manager-traded and model-traded strategies, overlay management, tax-management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

Latheresa Montgomery is a financial advisor at Morgan Stanley in Louisville, KY, with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize firm‑approved tools and strategies, managing approximately $2.74 trillion in client assets.

Jerry Tyler is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing Services, and Morgan Stanley. Outside of his advisory work, he is a partner in Best Tyler LLC, which owns a Papa Murphy's Pizza franchise in Louisville. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Colleen Abate is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with LPL Financial. She has previously worked at Ameriprise and ARGI Investment Services, and has experience in public sector roles with Louisville Metro Government. Outside of her advisory work, she provides community living support through Seven Counties in Kentucky. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management strategies.

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.

Linda Marcukaitis is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2014 as a part-time Client Associate and entered the Merrill Financial Advisor training program in 2017. In 2018, she became a fully licensed Financial Advisor and currently supports the team in her senior role. Linda’s expertise includes family wealth management strategies, personal retirement planning, and portfolio management services. She holds a bachelor's degree from Indiana University and an MBA from the University of Louisville. Additionally, she maintains Series 7 and 66 FINRA registrations and holds the Personal Investment Advisor (PIA) designation. Prior to joining Merrill, Linda worked in the banking industry. Outside of her professional work, Linda enjoys reading, traveling, and spending time with her family. She resides in Prospect with her husband, Brian, and their two children.

Angela Lueke is a financial advisor with Robert Baird & Co. in Georgetown, Indiana, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent over two decades with J.J.B. Hilliard, W.L. Lyons, Inc. She 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 a range of consulting and portfolio management services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

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.

Nicholas Tompkins is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with nine years of industry experience. He has worked at Robert Baird & Co. since 2019, following previous roles at JJB Hilliard Lyons W L Lyons and 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, charitable organizations, and institutional clients. The group provides financial planning, portfolio management, and brokerage services, tailoring investment strategies to client goals and risk tolerances through a mix of in-house and third-party managers.

James Bowman II is a financial advisor with Merrill in Louisville, KY, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Merrill since 2007 and Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Craddock is a CFA® charterholder and Series 63 licensed financial advisor with three years of industry experience. He is currently with Robert Baird & Co., having previously worked at Baird Trust, Kentucky Farm Bureau, PNC, and Invesco. John 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 tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies and overlay services.

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.

William Mc Clure is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, Cerity Partners, ARGI Investment Services, Indiana University Southeast, and Faurecia. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services, including financial planning, portfolio management, and separately managed accounts, supported by internal research and investment tools.

Whitney Conn is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2025, Whitney worked at Stock Yards Bank & Trust and Robert Baird & Co., and has experience from 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, utilizing research from Wells Fargo Investment Institute and applying diversification and modern portfolio theory in their investment evaluations.