Sharon White is a financial advisor at UBS Financial Services with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to client goals and risk tolerances.

Tania Miles is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 14 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent 18 years at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of her advisory role, she serves as a board member and treasurer for the Zeta Iota Chapter of Psi Iota Xi in Indianapolis. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Joel Shepherd is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes service in the United States Air Force and Air National Guard, as well as roles with Pruvit and Epic Sands, LLC. Outside of his advisory work, he is involved in coaching at Highlands Latin School in Louisville, KY. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Travis Nicks is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and previously worked at UPS for nine years. Outside of his advisory role, he serves as the treasurer for Big Spring Church of Christ. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs while keeping these services separate.

Todd Fannin is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Jpmorgan Chase Bank, N.A. and managing Fannin Holdings LLC. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

John Bullock is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans tailored to their individual goals and preferences. He works collaboratively with clients to build, implement, monitor, and adjust their financial plans as their situations evolve, helping them anticipate common retirement challenges. His practice is supported by the resources and tools available through Fidelity, enabling him to provide a consistent and trustworthy client experience. John has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, Portfolio Specialist, and Senior Portfolio Specialist before assuming his current position. This extensive experience has provided him with a broad understanding of portfolio management and client service within the financial industry.

Ruthanna Goodman is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 credentials and 12 years of industry experience. She previously worked at LPL Financial for 12 years and Park Community Credit Union for 9 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Aloysius Willett is a financial advisor at Robert Baird & Co. with 43 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He also serves as an executor and trustee for his parents' estate. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services through a combination of in-house and third-party managers, covering a wide range of traditional and non-traditional investment strategies.

Eric Vegh is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and a variety of traditional and non-traditional investment strategies.

Zachary Langley is a Series 66 licensed advisor at Fidelity with one year of industry experience. His prior work includes roles at PNC Bank and positions outside finance, including employment at Rafter Bar and Grill and La Dolce Vita. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.

John Volpert is a financial advisor at Edward Jones in Louisville, KY, holding Series 65 and Series 63 licenses with 13 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Securities America Advisors, Securities America, Inc., and UBS Financial Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and offices across the country.

Mason Morris Frey is a financial advisor with Equitable Advisors in Louisville, KY, holding a Series 66 designation. He began his advisory career in 2026 at Equitable Advisors. Prior to that, his work experience includes roles in various industries such as logistics, technology, and retail. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and utilizes a range of third-party asset management programs.

Alex Englund is a Series 66-licensed advisor with Robert Baird & Co., based in Louisville, KY, with seven years of industry experience. He previously worked at Edward Jones and Ranir LLC and has experience at both Grand Valley State University and the Greater Midland Community Center. 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, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and advisory services, utilizing a blend of manager-traded and model-traded strategies supported by home-office research and incorporates advanced tools, including artificial intelligence, in client advice.

Paul Pippin is a financial advisor at Ameriprise in Louisville, KY, with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. He owns and manages Pippin Pippin & Company, the business entity through which he operates his Ameriprise practice. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, using a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to develop tailored retirement income recommendations.

Alaya Walker is a financial advisor at Equitable Advisors in Louisville, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Equitable Advisors in 2020, she worked at Parallon (NPAS) and was involved with Super Chefs. Outside of financial advising, she assists her spouse in operating a mobile food truck business, Chicagos Jerk Tacos. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models and third-party asset managers to deliver customized investment solutions.

Orlando Allen is a Series 66 credentialed advisor with 26 years of industry experience, currently with LPL Financial since 2007. Prior to joining LPL Financial, he worked at Ameriprise from 2003 to 2007. Outside of his advisory role, he is involved in residential home construction through a business he owns. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management access, and institutional platforms, supported by advisor-facing technology.

Jonathan Carroll is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. He joined Ameriprise in 2025 after attending the University of Kentucky and holding various roles in other businesses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Saunders is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Cetera since 2019 and previously spent 25 years at Ameriprise Financial Services, Inc. He serves as a board member for his condominium association in Louisville, KY. Cetera Investment Advisers LLC supports a large network of independent advisors and serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through multiple program structures and affiliated third-party managers.

Alice Cameron Roth is a financial advisor with Stifel in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2005. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Mary Vetter is a financial advisor at Robert Baird & Co. with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons Inc. beginning in 1984. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of investment strategies and overlays, including both traditional and non-traditional allocations.