Allissabeth Whittle is a financial professional with three years of industry experience. She holds a Series 66 designation and is currently affiliated with Cetera. Her prior experience includes roles with XY Planning Network and HTSG CPAs + Advisors. Whittle is also involved in tax preparation through her work with Cornerstone Tax Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party investment managers.

Philip Parish is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. since 1994. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a mix of in-house and third-party managers across traditional and complex investment strategies.

Lawrence Telle is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at NYlife Securities LLC and New York Life insurance. He 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 institutional clients. The group offers a range of services including financial planning, portfolio management, and customized investment strategies utilizing both in-house and third-party managers.

Katherine Larlee is a financial advisor with Ameriprise in Goshen, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Larlee is also a member of KALAS LLC, a business entity used for managing expenses related to her Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Susan Hughes is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds a Series 66 designation and previously worked at Computershare N.A. and Norton Healthcare. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a range of strategies from traditional equity and fixed-income to more complex approaches, including discretionary management and tax overlays.

Amy Sturm is a financial advisor at Robert Baird & Co. with 19 years of experience. She holds the Series 66 designation and is based in Louisville, KY. Sturm has been with Baird since 2007. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with tailored consulting and portfolio services. The firm offers a range of investment strategies and advisory services, including discretionary management, separately managed accounts, and overlay services.

Logan Emmitt is a financial advisor with Edward Jones in New Albany, IN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Talkspace Inc and Associates in Counseling and Psychotherapy, and he owns Emmitt Therapeutic Professionals, a therapy practice in Jeffersonville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

John Herring is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Thorp Harrison is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Robert W. Baird since 2019. Prior to that, he was with J.J.B. Hilliard, W.L. Lyons, Inc. for over 30 years. Outside of advising, he serves on the finance committee of the Juniper Club in Fort McCoy, Florida, and manages his family's farm on a limited basis. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services through a combination of in-house and third-party managers, offering a range of investment strategies including traditional and non-traditional allocations.

Noah Cook is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include work at Equitable Advisors and involvement with Christ Covenant Fellowship and Liberty University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial plans without discretionary trading authority. The firm’s approach includes holistic analyses and offers clients an option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Alma Tucker is a financial advisor with Edward Jones in Louisville, KY, holding Series 63 and Series 65 designations and having 35 years of industry experience. She has been with Edward Jones since 2005. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Matthew Petty is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 26 years of industry experience. He previously worked at PNC Investments for 19 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. His current role includes advisory services within Morgan Stanley's wealth management division. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured tools and oversees approximately $2.74 trillion in client assets.

Rebecca Lovan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Raymond James since 2021 and previously spent 12 years at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research, while also providing municipal advisory services and specialized employer retirement plan consulting.

James Hendon Jr. is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1985. Hendon is an investment club member of The Prospectors and serves on the Investment Finance Committee as a board member of Calvary Episcopal Church. 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 financial planning and portfolio management services using a variety of strategies and investment options, including discretionary management and overlay services.

Sean Miranda is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He also has experience with J.J.B. Hilliard W.L. Lyons, LLC, where he has worked since 2013. Miranda serves as President Elect of the Financial Planning Association of Kentuckiana and acts as a successor trustee for relatives' estates. He is part of The DDK Group at Robert W. Baird & Co., which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Sarah Black is a financial advisor with Edward Jones in Jeffersonville, IN, holding the CFP® designation and Series 63 and 65 licenses. She has 13 years of industry experience, with prior roles at Lion Street Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Additionally, she has been involved with Spring Street Solutions LLC and Axiom Financial Strategies Group LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Stan Wagner is a financial professional with 26 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He holds the Series 63 and Series 65 credentials and has been with Cambridge since 2016. Wagner has a background that includes long-term work at Bankers Life and Casualty Company and serves as president of a local business networking group. He is also an elder and minister at Lakewood Baptist Church in Louisville, KY. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Angela Kerrick Nusky is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and eight years of industry experience. She previously worked for over two decades at Fifth Third Securities. Outside of her advisory role, she owns residential rental property. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Jason Daeger is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 20 years of industry experience. He has worked at Raymond James Financial since 2008 and is currently associated with Stock Yards Bank & Trust. Outside of his advisory role, he serves as an officer and vice president at Stock Yards Investment Services, assisting clients with long-term financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals using advanced analytical tools and supports a broad network of advisors with specialized programs in municipal finance and employer-sponsored retirement plans.

Michael Joksimovic is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding a Series 63 designation and bringing 39 years of industry experience. His career includes previous roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves as a board member of the Elizabeth L Joksimovic Foundation and owns BlueCap Financial LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management and model-based solutions tailored to client objectives.