Tammy Hafner is a financial professional with 15 years of industry experience, currently affiliated with LPL Financial. She holds Series 63, 65, and 66 licenses and has previously worked with Cetera and Donna L. Freeman & Associates. Hafner serves as a board member of the nonprofit Kids Chance of Indiana, where she participates in scholarship decisions and related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

David Lobeck is a financial advisor at Edward Jones in Jeffersonville, IN, with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses, and has been with Edward Jones since 2011. Outside of his advisory role, Mr. Lobeck is the owner of Lobeck Marketing and Media LLC, hosts a weekly professional golf radio show, and writes nationally syndicated columns and a cooking website focused on BBQ. He is also working on a BBQ-themed coffee table book that integrates investing and budgeting principles. 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 broad range of advisory programs and affiliated investment products, operating under a fiduciary standard.

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 41 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Elliott has ownership interests in family-related oil and gas businesses connected to 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary 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 Series 66-credentialed financial advisor with Morgan Stanley, based in Louisville, KY. She has four years of industry experience, including prior roles at PNC Investments. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and employer-based financial planning agreements.

James Adams is a financial advisor with Edward Jones in Charlestown, IN, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 1999 and is also involved with Adams Co. Realtors Inc and The Adams Co., both in business for over two decades. Outside of his advisory work, he serves on the board of directors for the Charlestown Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

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 at Robert Baird & Co. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at J.J.B. Hilliard W.L. Lyons, LLC and Raymond James Financial. Robert Baird & Co.’s DDK Group, where Smith is based, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of advisory services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research, manager monitoring, and a combination of active strategies and tax-management tools.

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 ChFC® and Series 66 licensed financial advisor with Edward Jones in Louisville, KY, with five years of industry experience. Prior to joining Edward Jones in 2021, he worked in the aviation sector with Triton Airways LLC and Nexgen Aviation LLC, and at Aerotek. He is involved in flight instruction activities in Louisville. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products through a nationwide network of advisors and branch offices.

Calvin Rasey is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Physicians Asset Services, LLC and Securities America Advisors, Inc. He is president of Riverbend Physicians, LLC, a marketing organization focused on providing financial services to physicians. OSAIC serves a diverse range of clients including retail investors, retirement plans, charities, and corporate accounts, offering brokerage and advisory services through various programs. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and multiple manager options within a large multi-advisor platform.

Tracy Hardin is a financial advisor with LPL Financial in New Albany, IN, holding the ChFC® designation and a Series 63 license. She has 30 years of industry experience, with prior roles at Private Client Services, LLC, KFG Private Client Services, and 1717 Capital Management Company. Hardin is also involved in selling non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 based in New Albany, IN. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since the late 1990s, along with teaching positions at Indiana University and American National University. Outside of advising, he serves as a power of attorney and health care representative for a family member. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based investment strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and overlay management by BNY Mellon Advisors.

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.