William Holladay is a financial advisor with LPL Financial in Louisville, KY, holding a Series 66 designation and eight years of industry experience. His career includes roles at Old National Bank, Truist Advisory Services, BB&T, and PNC Bank. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Kevin Northup is a financial advisor at Robert Baird & Co. in Louisville, KY, with 16 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, following nine years at J.J.B. Hilliard, W.L. Lyons, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and technology tools.

Sophie Stallings is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Baird, she spent a year at ARGI and has a background in education. Outside of her advisory role, she works part-time as a Community Living Support Worker assisting an intellectually disabled adult with physical support and community involvement. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes manager‑traded and model‑traded SMA strategies alongside tax-management and direct-indexing capabilities.

Matthew Doane is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and two years of industry experience. His prior work includes roles at LPL Financial LLC, Redwood Legal Group, PLLC, and legal and nonprofit organizations. He is also a licensed notary in the state of Kentucky. Matthew is part of the DDK Group within Baird’s Private Wealth Management department, which serves a variety of clients including individuals, corporate entities, pensions, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and advisory services with an emphasis on manager-traded and model-traded strategies supported by in-house research and technology.

Anne Cheaney is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses such as Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Michael Russell is a financial advisor at Robert Baird & Co. with 26 years of industry experience and holds a Series 66 designation. He has worked at Robert Baird & Co. since 2019 and previously at JJB Hilliard WL Lyons LLC and Hilliard Lyons from 2003 to 2017. Outside of his advisory work, he is a member and owner of Vanguard Crossfit LLC. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through comprehensive wealth management services, including financial planning, portfolio management, and custody. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Tyler Mattingly is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 credential and has prior involvement with the University of Kentucky Education Abroad and the James B. Beam Institute. Outside of his advisory role, he works seasonally as a golf caddie at Valhalla Golf Club, providing on-course support to club members and guests. 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 and non-discretionary investment consulting supported by a nationwide adviser network and a broad range of portfolio management styles.

Michelle Solinger is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 credential and has worked at Baird since 2024. Outside of her advisory role, she has been involved in teaching physical education at St. Stephen Martyr Catholic School. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, employing a mix of SMA strategies, overlay management, and tax-management approaches, supported by ongoing manager selection and internal research.

Darrell Thomas is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 63 designation and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons. 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.

Randa Abner Peden is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including personalized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through employer partnerships.

Steven King is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked at LPL Financial since 2017 and previously spent seven years at Private Client Services, LLC. In addition to his advisory role, he is a certified public accountant with Meyerowicz & King, PLLC, where he has practiced for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Eric Scott is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 license and 15 years of industry experience. He has been with Morgan Stanley since 2011, including roles at Morgan Stanley Smith Barney and the Morgan Stanley Private Bank. Outside of his advisory role, Scott is president of The Divorce Alliance, a nonprofit organization based in Louisville. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

John Duncan is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and with 46 years of industry experience. He has been associated with various Morgan Stanley entities since 2007. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market scenario modeling.

Jeremy Kirkham is a financial advisor at Edward Jones with 25 years of industry experience, all of which he has spent with the firm since 2001. He holds Series 63 and Series 66 credentials. Outside of his advisory role, Kirkham serves as president of an LLC involved in property maintenance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large network of advisors and branch offices nationwide.

Claudia Herrick is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked continuously at J.P. Morgan entities since 2015. Outside of her advisory role, she is an owner and partner at Bates Court Properties LLC, where she manages real estate maintenance and bookkeeping on a part-time basis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm offers non-discretionary, written asset allocation advice and investment manager searches, supported by centralized due diligence combining quantitative and qualitative analysis.

Lisa Palmisano is a financial advisor at OSAIC with 32 years of industry experience. She holds the Series 63 and Series 65 licenses. Palmisano previously worked at Lincoln Financial Advisors Corp. for 21 years and Morgan Keegan & Company, LLC for one year. She is also involved in offering traditional life and long-term care insurance and sales of fixed and equity-indexed annuities. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a range of managed and third-party investment strategies.

Taylor Jessie is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and 13 years of industry experience. Prior to joining Raymond James in 2021, Jessie worked at Wells Fargo Clearing from 2016 to 2021. Outside of advising, Jessie consults on skincare products for Rodan & Fields. 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, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Jennifer Bigler is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James since 2016 and previously at UBS Financial Services from 2012 to 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and governmental entities, offering financial planning and investment consulting services primarily through non-discretionary relationships.

Richard Paris II is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds a Series 63 designation and has worked at notable firms including UBS Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. In addition to his advisory role, he serves as a pastor and missionary leader in the Remnant Church of Jesus Christ of Latter Day Saints. 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 public entities, offering tailored financial planning and consulting with a range of portfolio management styles and municipal advisory services.

William Speer is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Morgan Stanley and has previously worked at Bank of America and Merrill. Speer serves as a board member for Home of the Innocents, a Louisville-based nonprofit focused on children’s health and welfare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm’s financial planning emphasizes structured discovery conversations and utilizes advanced modeling tools, serving approximately $2.74 trillion in client assets.