Ann East is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Baird and Edward Jones. Outside of her advisory work, she co-owns a rental property with family members. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bruce Miller is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014. Miller serves as a board member of The Temple, a nonprofit organization in Louisville. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Nancy Delony is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 63 license and 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she has been involved with FNJ Properties, Inc., a company undergoing dissolution, where she held an officer position. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Abdullah Asim is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with various Fidelity divisions since 2003. Outside of advising, he manages an eCommerce business focused on household and sports products. Fidelity's Strategic Advisers LLC serves retail and institutional clients, offering investment management and advisory services that include discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, using a combination of fundamental research, quantitative analysis, and systematic methodologies.

Matthew Rothrock is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007 and holds a Series 66 designation. Outside of advising, Rothrock serves as President of the Harrison Township Fire District Board and is a board member of the Harrison County Hospital Foundation. 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 through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary mutual funds.

Mark Nickel is a CFP®-certified financial advisor with Robert Baird & Co. in Louisville, KY, bringing 23 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously held roles at JJB Hilliard Wl Lyons LLC and Hilliard Lyons dating back to 2006. Nickel serves on the board of the University of Louisville Foundation, where he focuses on the foundation's investment policy and strategy. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, and employs a range of traditional and complex investment strategies.

Laurie Skeen is a financial advisor at Robert Baird & Co. with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.J.B. Hilliard W.L. Lyons, Inc. and Park Community / LPL Financial. Outside of her advisory role, she is a notary, a position she has held since 1999. She 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 provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement diverse investment strategies.

Anthony Carney is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding a Series 66 designation and 14 years of industry experience. He has worked with Wells Fargo Advisors, LLC from 2012 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Andrew Spurlock is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for three years. Prior to his financial career, he held various roles including positions at Jet's Pizza and teaching appointments at Spalding University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio styles and in-house research.

John Ryan is a CFP®-certified financial advisor with Ameriprise, bringing three years of industry experience. Before joining Ameriprise, he worked at The Vanguard Group and several financial and educational institutions. Ameriprise offers retirement-income planning services tailored to clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide structured recommendation reports. The firm serves high-net-worth individuals through a centralized consulting team and delivers a broad range of advisory, brokerage, and insurance solutions.

Amanda Kugel is a financial advisor with Morgan Stanley in Louisville, Kentucky, holding Series 63 and Series 66 licenses and with 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as Treasurer and an officer for the Shoals Elementary PTO, a voluntary school organization. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Jeffrey Esarey is a financial advisor with Edward Jones in Jeffersonville, IN, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Esarey serves as a board member of Walnut Ridge Cemetery Inc. in Jeffersonville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Diahanna Vallentine is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Allen Capital, LLC, and has been with LPL Financial since 2015. Outside of her advisory role, Vallentine is involved with MyelomaCrowd, a nonprofit helping patients find financial resources for medical treatment, serves as a writer for the PEN Patient Empowerment Network, and serves on the advisory counsel for Genentech. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Cross is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 and Series 63 designations. Outside of his advisory role, he is a co-owner of BoBo Photo LLC, a photography business specializing in portraits, sports, weddings, and some corporate events. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Maria Anderson is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 licenses and having 29 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and methodologies.

Matthew Merlo is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at The Charming Turtle, Five Iron Golf, and various roles within the University of Louisville and community organizations like the YMCA of Greater Cincinnati. He has engaged in both educational and recreational sectors before beginning his advisory career. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its services.

Brent Stern is a financial advisor at Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery conversations and firm-approved planning tools.

Sandra Halliburton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She previously worked at L.M. Kohn & Company for 16 years and has operated Green & Halliburton, Inc. since 2002. Outside of her advisory work, she is a business owner of Halliburton Saddlebreds LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Chris Hudson is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he works as a college basketball official during the basketball season. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Andrew Burdsall is a financial advisor with OSAIC, holding a Series 63 designation and bringing 26 years of industry experience. Prior to joining OSAIC in 2024, he worked with Riverbend Financial Group, LLC, and Securities America Advisors. He serves on the board of the Community Foundation of Southern Indiana and is involved in various business activities, including ownership of a tax preparation service and participation in a school system’s retirement plan advisory committee. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm-provided asset-allocation tools and third-party money managers to construct diversified portfolios.