Susan Stack is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at several firms, including TCP Asset Management and Lincoln National Life Insurance Company. Outside of her advisory role, she owns and manages a real estate rental property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management along with access to diverse model portfolios and research.

Rachel Huennekens is a financial advisor at Morgan Stanley in Louisville, KY, with eight years of industry experience. She holds a Series 66 designation and has previously worked at RBC Capital Markets, LLC and Washington Gold and Country Club. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a comprehensive investment approach, offering services both directly and through corporate agreements.

Denise Holmes is a financial advisor at Merrill with Series 63 and Series 66 licenses and 40 years of industry experience. She has been with Merrill since 1983. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rebecca Thomas is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Her client focus areas include education planning, family wealth management strategies, legacy planning, philanthropic planning, women and wealth, tax minimization, and retirement income. Rebecca holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her High School Diploma/GED from Doss High School. She follows the Merrill tradition of community involvement and volunteers with organizations such as Heuser Hearing & Language Institute and Northside Christian Church. In her personal time, Rebecca enjoys activities such as fishing, football, gardening, horseback riding, music, spending time with her family, watching movies, and practicing yoga.

William Mcconnell IV is a financial advisor at OSAIC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Securities America Advisors and Humana Inc. in prior roles. Mcconnell also serves as an advisor for TD Fischer LLC, where he is involved in investment strategy research and client services. OSAIC serves a broad range of clients, including individual and institutional investors, with integrated brokerage, advisory, and financial planning services. The firm employs various asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Karen Lincks is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and 17 years of industry experience. Her prior firms include Morgan Stanley and Wells Fargo Advisors. Outside of her advisory work, she is an Independent Beauty Consultant with Mary Kay Cosmetics. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Bethany Watkins is a Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of CERTIFIED FINANCIAL PLANNER (CFP).

Carol Heil is a financial advisor at Raymond James & Associates with 29 years of industry experience. She previously worked at Merrill and Bank of America, Na, before joining Raymond James in 2024. Heil serves on the investment committee of Southeast Christian Church, where she provides general market overviews and asset allocation ideas for church pension funds. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by comprehensive research and multiple portfolio management strategies.

Livia Sullivan is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has worked previously at Hoosier Hills Credit Union and French Lick Resort and Casino. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and an extensive affiliate network.

Kristin Rowan is a financial advisor at Morgan Stanley with 22 years of industry experience. She previously worked at UBS Financial Services from 2004 to 2026. Rowan holds Series 63 and Series 66 licenses and is based in Louisville, KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 financial planning process using firm-approved tools and modeling techniques.

Giselle Sada is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has held prior roles at firms including JPMorgan Securities, UBS Financial Services, and Cetera. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, employing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Kristen Daugherty is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and previously worked at First Kentucky Securities Corporation and Eye Level Films. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Nash is a financial advisor with Edward Jones in New Albany, Indiana, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns and oversees maintenance for a real estate business, KASH Enterprises, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 advisors. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicole Burdin is a financial advisor at Edward Jones in Corydon, IN, holding a Series 66 designation with four years of experience at the firm. Prior to joining Edward Jones, she worked at Fred Smith Store Fixtures, Inc, Zoeller Pump Company, and Jasper Engines & Transmissions. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers various advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Carrie Baker is a financial advisor with LPL Financial in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has previously worked at Grace Financial Services and Principal Financial Services. Outside of her advisory role, she owns a small home-based business called From the Ground Up Homestead. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning and various advisory programs, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Clayton Craig is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to 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 multiple market-facing registrations and functions.

Isabelle Day is a financial advisor with Charles Schwab in Louisville, KY, holding Series 66 and Series 63 licenses and having 10 years of industry experience. Prior to joining Charles Schwab in 2021, she worked at David Day Real Estate, PLLC and NTS Development Co. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Nicholas Weyrens is a financial advisor with Raymond James Financial in Louisville, KY. He holds a Series 66 designation and has recent experience at Clearpath Financial and Raymond James Financial Services, Inc. Prior to entering the financial industry, he worked in roles related to Sojourn Church and The Southern Baptist Theological Seminary. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Braxton Day is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides personalized financial planning services, collaborating with clients to clarify financial goals, understand their overall financial situations, and implement tailored investment strategies aimed at maximizing assets and supporting long-term success. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. Braxton holds Series 7 and Series 66 FINRA registrations. He has earned professional designations including the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and Personal Investment Advisor (PIA). These credentials reflect his knowledge in retirement planning, fiduciary best practices for plan sponsors, and plan governance. He holds a bachelor's degree in Marketing with a minor in Business from the Kelley School of Business at Indiana University. Braxton resides in Louisville, Kentucky, where he participates in sports such as tennis, pickleball, and golf.

William West is a financial advisor at Robert Baird & Co. with Series 66 and Series 63 designations and nine years of industry experience. His work history includes positions at Baird Trust Company, Harvey Investment Company, PNC, and Vanderbilt University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.