Sophie Stallings is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Baird, she worked at ARGI and spent several years in the education sector. Outside of her advisory role, she works part-time as a Community Living Support Worker assisting an intellectually disabled adult with daily activities and community involvement. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence, to support client advice.

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 25 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, previously serving at JJB Hilliard WL Lyons LLC and Hilliard Lyons. Outside of his advisory role, he is a member and owner of Vanguard Crossfit LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex investments, alongside municipal advisory and public finance services.

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 Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Nethery Insurance Agency, Lululemon, and JCrew Factory. Outside of her advisory role, she teaches physical education at St. Stephen Martyr Catholic School. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by in-house research, manager selection, and strategic partnerships.

Darrell Thomas is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 63 designation and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 12 years before joining Raymond James. 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 municipal entities—and offers comprehensive financial planning and advisory services supported by extensive research and a variety of portfolio management strategies.

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 in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked at LPL Financial since 2017 and previously spent seven years with Private Client Services, LLC. King is also a CPA and partner at Meyerowicz & King, PLLC, a firm he has been involved with for over 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various advanced investment strategies.

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, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked with JP Morgan entities since 2015. Outside of her advisory role, she is an owner and partner at Bates Court Properties LLC, where she manages property maintenance and bookkeeping. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver non-discretionary wealth management solutions.

Lisa Palmisano is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She previously worked at Lincoln Financial Advisors Corp. for 21 years before joining OSAIC in 2025. In addition to her advisory role, Palmisano is involved in offering traditional life insurance, long-term care insurance, and fixed and equity-indexed annuities, as well as operating Palmisano Financial Services, LLC. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct diversified portfolios, offering discretionary and non-discretionary account management alongside access to third-party managers and unified managed accounts.

Taylor Jessie is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and 13 years of industry experience. Before joining Raymond James in 2021, Jessie worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined eight years. Outside of advising, Jessie works as a consultant selling skin care 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, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jennifer Bigler is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. 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, institutional clients, and municipal entities, offering financial planning and investment consulting through multiple specialized programs.

Richard Paris II is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 63 designation and over 31 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as a pastor and missionary leader for the Remnant Church of Jesus Christ of Latter Day Saints in southern Indiana. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized 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.

Brian Hartman is a CFP® with 26 years of industry experience. He currently works at OSAIC, having joined in 2025 after nine years at Lincoln Financial Securities Corporation. Hartman is also the owner of Ruby Financial Planning LLC, where he offers various insurance products including disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including retail and institutional investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, using a range of analytical tools and investment options to construct portfolios for its clients.

Bradley Walker is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, having previously been with J.J.B. Hilliard, W.L. Lyons, Inc. since 2001. Outside of his advisory role, he serves on the board of NOBO Inc., a start-up medicinal cannabis holding and consulting company, where he provides organizational oversight and financial management guidance. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional allocations to complex and non-traditional investments.