Frank Thompson Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Board, Finance Committee, and Investment Committee of the Al J. Schneider Company, a hospitality business in Louisville. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 employs a structured financial planning process supported by proprietary tools and analyses.

Robert Elliott is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he has ownership interests in family-related oil and gas businesses through trusts established in 1988 and 2007. 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, institutions, pension plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and institutional solutions.

Kenneth Herrington III is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. 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 that utilizes structured discovery conversations and firm-approved tools to support client outcomes.

Katelyn Bronger is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and previously worked at PNC Investments from 2016 to 2022. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering financial planning and investment services supported by firm-approved tools and methodologies.

James Adams is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999 and also maintains long-term involvement with Adams Co. Realtors Inc and The Adams Co. Adams serves on the board of directors for the Charlestown Chamber of Commerce. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gregory Middleton is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of advising, he is the owner of Middleton Properties, LLC, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Amy Hanlin is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds the Series 66 designation and has worked at Baird since 2020, following eight years at U.S. Bank. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Steven Smith is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Robert Baird & Co. since 2019 and also maintains a role at J.J.B. Hilliard W.L. Lyons, LLC since 2013. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers along with overlay services and various investment strategies.

Jessica Miller is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She previously worked at PNC Investments for two decades before joining Raymond James in 2024. Raymond James & Associates, Inc. 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, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Kevin Boehnlein is a financial advisor with Edward Jones in Clarksville, IN, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Amy Gilbert is a financial advisor with Edward Jones in Charlestown, IN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Zyia Active for four years and has been involved with Rodan and Fields since 2018, where she serves as a skincare consultant. Additionally, Gilbert coaches elementary girls basketball for Greater Clark County Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides services under a fiduciary standard.

Robert Melillo is a financial advisor with Edward Jones in Louisville, KY, holding the ChFC® designation and Series 66 license. He has four years of industry experience, including roles in aviation and staffing prior to joining Edward Jones in 2021. Melillo has also engaged in flight instruction activities in his community. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Calvin Rasey is a financial advisor with OSAIC based in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Physicians Asset Services, LLC and Securities America Advisors, Inc. among other firms. Outside of advising, he is president of Riverbend Physicians, LLC, a marketing organization focused on financial services for the medical community, and serves as a board member of the Wolfcreek Homeowners Association. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services with a range of portfolio management options and access to third-party money managers.

Tracy Hardin is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. Prior to joining LPL in 2023, Hardin held roles at Private Client Services, LLC and KFG Private Client Services. Outside of advisory work, Hardin is involved in selling non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

William Wolford is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including over a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Malachi Rountree II is a Financial Consultant currently working at Fidelity Investments since 2025. He has held multiple roles within Fidelity Investments since 2021, including Financial Consultant I, Investment Solutions Representative III, and Investment Consultant. Prior to joining Fidelity, Malachi served as a Financial Advisor at Merrill Lynch from 2020 to 2021 and at Northwestern Mutual from 2017 to 2020. Malachi holds insurance licenses for Arkansas and California. His approach involves partnering with clients to develop clear and achievable financial plans tailored to their individual goals. Outside of his professional work, Malachi enjoys board games, family activities, fitness, pets, reading, and traveling.

Roy Saenz is a financial advisor with Primerica Advisors in New Albany, IN, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His background includes roles at Indiana University, Indiana University South Bend, American National University, and PFS Investments Inc. Outside of advising, he serves as a power of attorney and health care representative for a family member. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-driven portfolio strategies supported by third-party asset managers and custodians.

Katelyn Shiver is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation. She has been with Baird since 2025 and has prior experience working at Tennessee Technological University and Darling State of Mind. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and tools in delivering client advice.

William Holladay is a financial advisor with LPL Financial based in Louisville, KY. He holds a Series 66 designation and has seven years of industry experience. His prior career includes roles at Old National Bank, Truist Advisory Services, BB&T, and PNC Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various portfolio management technologies.

Kevin Northup is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and bringing 15 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, LLC since 2010. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients with customized wealth management solutions, offering a range of portfolio management and consulting services tailored to client goals and risk tolerances.