Allen Hamilton is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2021. Outside of his advisory role, Hamilton serves as an assistant golf coach at Saint Xavier High School in Louisville, KY. Robert Baird & Co. is a large institutional firm with a Private Wealth Management team that 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 supported by internal research, manager selection, and advanced strategies including tax management and direct indexing.

Belinda Gantz is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and bringing 20 years of industry experience. She previously worked at Ameriprise Financial Services, UBS Financial Services, and Osaic FA. Baird’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering a variety of financial planning and portfolio management services supported by internal research and ongoing manager oversight.

Michael Lavera is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he owns a rental real estate business. Raymond James & Associates is a large dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by diverse portfolio management and affiliated research.

Carol Meyer is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at Robert W. Baird & Co. since 2019 and previously at J.J.B. Hilliard W.L. Lyons from 2017 to 2019. She 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 utilizes a range of strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management techniques, supported by ongoing manager selection and internal research tools.

Christopher Carpenter is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 14 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for seven years before joining Robert Baird & Co. in 2019. Outside of his advisory role, he serves as a board member and real estate sales associate for William C Carpenter Inc. 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 services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, using a combination of internal research and external partnerships to support client strategies.

Kimberly Garrett is a financial advisor with Edward Jones in Jeffersonville, IN, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Edward Jones since 2010. No other business activities were reported with client-facing responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a variety of discretionary and non-discretionary investment strategies.

Michael Ashabraner is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and 9 years of industry experience. He has worked with Primerica Financial Services since 2010 and has been with Primerica Advisors since 2019. Outside of advisory work, he manages office operations for a senior vice president at PFS Investments and is involved in referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Shane Calkin is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Uber, Smith and Nephew, and Parker Hannifin. Outside of his advisory role, he also manages a short-term rental property listed on Airbnb. Raymond James & Associates serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Theo Bachmann is a financial advisor at Edward Jones in Clarksville, IN, holding a Series 66 designation. He began his advisory career in 2026 and has previously worked in various roles outside the financial industry, including positions at Old National Bank and Fleet Feet. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a range of advisory strategies and maintains a large national network of advisors and branch offices.

Andrew Bronger is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and 24 years of industry experience. He worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 20 years before joining Robert Baird in 2019. Outside of his advisory role, he serves as a lacrosse coach at Oldham County High School. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pension plans, and charitable organizations. The firm employs a range of investment strategies and utilizes internal research and technology, including AI, to support client advice.

James Miller Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Angela Taylor is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Robert Baird & Co. since 2019, following positions at J.J.B. Hilliard W.L. Lyons and Raymond James Financial. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs supported by internal research and advanced tools such as artificial intelligence.

Richard Wilson Sr. is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley since 2014, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. based in Louisville, KY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and methodologies.

Emily Andrada is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and five years of industry experience. She previously worked at MML Investors Services and Ricke & Associates, with a combined career spanning over 18 years prior to joining Ameriprise. Andrada serves on the Board of Directors and Marketing Committee of the Community Foundation of Southern Indiana. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Phillip Hanna Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes tools such as Monte Carlo simulations and the Global Investment Committee’s return estimates to support its planning process.

Amanda Janssen is a CFP®-designated financial advisor with seven years of industry experience. She currently works at OSAIC and has previously been with Securities America and Sortino Advisory Partners. Outside of her advisory role, she is active as a photographer and holds several nonprofit board and committee positions, including Programming Director for Southern Indiana SHRM and Treasurer for the National Speakers Association Kentucky chapter. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its large scale and extensive affiliate network.

Jason Henderson is a financial advisor at Morgan Stanley with three years of industry experience. He has previously worked at Ramsey Quantitative Systems, Inc. for nine years before joining Morgan Stanley in 2022. Henderson holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Christopher Barber is a financial advisor at Morgan Stanley with 24 years of industry experience. He previously worked at PNC Investments for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Clare Blim is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, Clare held roles in various organizations including Pure Barre and Advanced Global Communications. The DDK Group at Robert W. Baird & Co., where Clare works, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies with ongoing internal research and monitoring.

John O'Connor is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2007 and Morgan Stanley Dean Witter since 2000. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning and consulting services through various advisory programs.