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.

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.

Charles Eisenmann is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and various model portfolios and research resources.

Dallas Polk is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank NA since 2011. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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 services on a non-discretionary basis while clients retain final decision-making authority.

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.

Beth Overbey is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Baldwin CPAs and Cambridge Investment Research Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement income planning advice. The firm’s approach includes algorithm-driven analysis and emphasizes tax-aware withdrawal strategies within a defined investment universe.

Jim Hunter Jr. is a financial advisor with OSAIC in Louisville, KY, holding a Series 63 designation and 35 years of industry experience. He has previously worked with Securities America Advisors, Inc. and has been affiliated with Main Street Wealth Management, LLC for over two decades. Hunter also serves as a trustee for the Walden School, an independent nonprofit school. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through various advisory platforms. The firm integrates brokerage and investment advisory services, employing tools like asset-allocation models and automated rebalancing to manage portfolios across multiple asset classes.

Joel Nierman is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 credentials and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as Secretary of the Southern Indiana Estate Planning Counsel, assisting in planning and coordinating monthly meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Mark Delton is a financial advisor at Charles Schwab with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at firms including PNC Investments, LPL Financial, and Prudential Insurance. He has also operated Mark Delton Coaching since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment options supported by centralized custody and supervisory infrastructure.

Nicholas Reisenbichler is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 16 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent ten years at J.J.B. Hilliard, W.L. Lyons LLC. Outside of his advisory role, he is involved in maple syrup production at LM Sugarbush and serves as treasurer for a local youth group. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using both in-house and third-party managers, with offerings that include traditional and non-traditional investment strategies.

Cordell Blair is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Blair also receives non-investment-related compensation through part-time referrals of home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Rebecca Konkle is a financial advisor with Edward Jones in Jeffersonville, Indiana, holding CFP®, Series 63, and Series 65 designations and bringing 15 years of industry experience. She previously worked at Wells Fargo Advisors and Axiom Financial Strategies GRP/Lion St Fin/Spring St Solutions. Konkle serves as Board President for Habitat for Humanity Clark & Floyd Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and a large national network of advisors and branch offices.

Meta Burris is a financial advisor at Edward Jones with a Series 66 designation and two years of experience in the industry. Prior to joining Edward Jones, Burris worked for 11 years at Lowe's Home Improvement in a customer service role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as its fiduciary standard and additional services such as trust capabilities and securities-based lending.

Tina Foster is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process utilizing approved tools and does not provide individual security recommendations as part of its standalone planning services.

Zachary Hammond is a financial advisor with Charles Schwab in Louisville, KY, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at Charles Schwab since 2018, with prior roles at MCF Advisors LLC and FIDELITY Brokerage Services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary SMA portfolios, supported by a large integrated operational structure.

Carl Heick III is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2005. Outside of his advisory role, he serves as president of the Blankenbaker Professional Park Condo Council of Co-Owners and is involved with CASA of the River Region as a board member. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations primarily for assets managed within Ameriprise.

Joe Frederick is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding a Series 66 designation and four years of industry experience. He has been affiliated with Cambridge Investment Research in various capacities since 2019 and also works as a supervisor at United Parcel Service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management approaches and custody platforms.

Benjamin Arnold is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. Arnold has also been employed with Jefferson County Public Schools for over a decade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and investment consulting services supported by a nationwide adviser network and a range of portfolio management styles.

Jacob Stevenson is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has been involved in various roles including operating Door2Door Financial, a financial services and planning firm where he serves as operations manager. Outside of advisory work, Stevenson is also a business operations coordinator at Morley Roofing and works as a delivery driver for DoorDash. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment strategies and affiliated resources.

Rui Mao is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds the CFP® designation as well as Series 66 and Series 63 licenses. Prior to joining Edelman Financial Engines in 2026, he worked at Fidelity Investments for one year. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios, periodic rebalancing, and a long-term orientation.