Billie Wilson is a financial advisor at Robert Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JJB Hilliard WL Lyons LLC and Private Client Services, LLC. His prior fiduciary appointment for a domestic partner is noted in his other business activities. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with services such as financial planning, portfolio management, and custody and brokerage. The firm utilizes a mix of SMA strategies, overlay management, tax-management, and internal research including artificial intelligence in its advisory process, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Nickolus Stephens is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 credential and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Stephens serves on the board of the YMCA, is a past president of the South Oldham Rotary, and is involved with the Canstruction Oldham County canned food building competition. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a program that integrates algorithmic automation with advisor oversight.

Todd Walz is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2006. Outside of his advisory role, he operates Profit Propaganda, a business active since 2007. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad range of portfolio management styles and affiliated research.

Natalia Reyes is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with four years of industry experience. She has worked at Baird since 2022 and previously held roles at C.H. Robinson and NTT Data. Outside of her advisory work, Reyes serves as the treasurer and a board member for the Women in Networking Chapter 6. She is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of investment strategies including separately managed accounts, tax management, and model-traded solutions, supporting its advisory work with internal research and strategic partnerships.

William Wobbe is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 24 years before joining Baird in 2019. Outside of his advisory role, he serves as a director at the Pendennis Club, where he is involved in oversight of club management and financials. Wobbe is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services.

Alexander Davis is a Series 66-licensed advisor with Robert Baird & Co. in Louisville, KY, bringing 14 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with Jjb Hilliard Wl Lyons LLC since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies, tax-management techniques, and ongoing manager selection supported by internal research and technology.

Gabriel Cora is a Series 66-credentialed financial advisor with Morgan Stanley in Louisville, KY, with less than one year of industry experience. His background includes roles in education and retail prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of advisory programs, including plans coordinated through employer agreements.

Russell Ferreri is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Ferreri teaches the math curriculum and learning methodology at the Russian School of Math Louisville for K-8 students. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

William Fuller Jr. is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 registrations and 24 years of industry experience. He worked previously at J.J.B. Hilliard, W.L. Lyons, LLC for 11 years before joining Robert Baird in 2019. Outside of his advisory role, he advocates for Jazzro, an internet-based client relationship management system. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, including separately managed accounts and tax-management strategies, supported by ongoing investment research and manager oversight.

Kirk Sweeney is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JPMorgan affiliates since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Mark Krebs Jr. is a financial advisor at Morgan Stanley in Louisville, KY, with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Krebs serves as a board member of the Quarterback Club of Louisville KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Gary Grigg is a financial advisor with Morgan Stanley, holding a Series 66 designation and over 26 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Larry Telle is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 63 designation and bringing 46 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 39 years before joining Baird in 2019. Outside of his advisory work, he is actively involved in managing horse racing activities. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services. The firm utilizes a variety of strategies including manager-traded and model-traded separately managed accounts, tax management, and direct indexing, supported by ongoing manager selection and proprietary research tools.

Zachary Chamberlain is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Northwestern Mutual Wealth Management Company, Patrick Robison, and Lucas Chamberlain. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional allocations to complex and non-traditional investments.

Zach Kaiser is a Series 66 licensed financial advisor with Edward Jones in New Albany, IN, and has three years of industry experience. He has been with Edward Jones since 2021. Prior to this, his work history includes positions in education, development, and grounds management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Valerie Barnes is a Series 66-licensed financial advisor with Edward Jones, based in New Albany, IN, and has 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

Jeffrey Roberts is a CFP®-certified financial advisor at Robert Baird & Co. with 13 years of industry experience. Prior to joining Baird in 2019, he worked for six years at J.J.B. Hilliard W.L. Lyons, LLC. He serves on the finance and investment committees of The Cabbage Patch Settlement House in Louisville, KY. Robert Baird & Co.’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager oversight supported by internal research and technology.

Brian Diehlman is a financial advisor with LPL Financial based in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Waddell & Reed, Richard Damon, and his own firms, Bdiehlman LLC and Brian J Diehlman. In addition to his advisory work, he serves as an independent agent in non-variable insurance and property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, combining extensive advisory capabilities with various financial products and partnerships.

Whitney Woodford is a financial advisor at Raymond James & Associates with 26 years of industry experience. Prior to joining Raymond James in 2024, Woodford worked for Merrill Lynch, Pierce, Fenner & Smith, Inc. for 13 years. He holds Series 63 and Series 66 licenses. Outside of advising, Woodford is a small owner in a family electric business that originated with his grandfather. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide team and a broad range of portfolio management styles.

Janice Priest is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 63 designation and 37 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and methodologies.