Michael Romaine is a CFP® and ChFC® with 20 years of experience in financial services. He is currently with MassMutual Investors Services and MassMutual Life Insurance Company, having previously worked at Northwestern Investment Services, LLC and Northwestern Mutual Insurance Company. In addition to his advisory roles, he owns and operates M.J. Entertainment, a promotion and marketing business for entertainment events. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning engagements without discretionary investment authority.

David Kristiansen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 brokerage, distribution, and investment management capabilities.

Stokes Baird is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. He serves as a board member of the Buckeye Trace Homeowners Association, where he participates in community safety and property-related decisions. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Moranville is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 registrations. He has 43 years of industry experience, including 17 years at Raymond James & Associates. 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, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Lara Jenkins is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

John Watkins III is a CFA® charterholder and Series 63 licensed financial advisor with nine years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent three years with JJB Hilliard WL Lyons LLC. Outside of his advisory role, Watkins is involved in several business ventures including ownership interests in aviation and ranching LLCs. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and advisory services, combining internal research and manager oversight with distinctive features such as municipal advisory services and strategic partnerships.

David Very is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in financial advisory, specializing in working with financially astute clients who value factual information and seek to balance the benefits and risks of investment decisions. David's approach involves presenting clients with the pros and cons of various financial scenarios, allowing them sufficient time and information to make informed choices aligned with their goals. David's client focus includes areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. His advisory services cater to a diverse clientele including professors, engineers, accountants, physicians, attorneys, corporate executives, and multiple generations of families. He holds a Bachelor's Degree from Ball State University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, David enjoys basketball, hiking, reading, running, and spending time with his family.

Barry Blalock II is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments for seven years. Blalock serves as a board member for the Douglass Hills Swim & Dive Team, a youth organization in Louisville, KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Kevin Maynard is a CFA® charterholder with 12 years of industry experience. He is currently with Charles Schwab, where he has worked since 2022, and previously held roles at Kentucky Farm Bureau Insurance and Sortino Advisory Partners. He serves as a board member for Kaiser Home Support Services and as an advisory board member for 4B Healthcare, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary advisory solutions supported by multi-asset model portfolios and centralized custody and supervisory infrastructure.

Steven Vincent is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he and his team assist clients and their families in achieving their financial goals. He provides support in navigating various financial circumstances, including planning for retirement and managing liquidity events. Steven's expertise focuses on areas such as divorce transition planning, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategies. He works closely with clients to identify their primary goals and needs, including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. With a disciplined approach, he crafts customized financial strategies designed to help clients build, manage, and preserve their wealth. He holds a bachelor's degree from the University of Louisville and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In his personal time, Steven enjoys fishing, golfing, and traveling.

Jeryl Strauss is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds the Series 63 designation and has been associated with Raymond James and Stock Yards Bank and related entities since 2016. In addition to his advisory role, Strauss holds multiple assistant operations manager positions at Stock Yards Bank and its affiliated financial services companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance activities through a unique affiliation with a municipal advisor.

Kevin Raque is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and totaling 28 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios across various strategies.

Chad McCauley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from Bellarmine University and has 26 years of experience in the financial services industry. In his role, Chad helps clients develop strategies to manage their personal and business finances, focusing on areas such as family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. He emphasizes prompt service and prioritizes clients' needs in alignment with Merrill's client-first principle. Chad resides in Louisville, KY with his wife Stacy and their two children. He is active in the community and involved with Friends School, where he serves on the board of directors. Outside of work, his personal interests include golfing, hiking, and spending time with his family.

Michael Kuhn is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Fifth Third Securities, Inc. and Fifth Third Bank, where he worked for over a decade. 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 complex and non-traditional investments.

Jeffery Grantz is a financial advisor at Edward Jones in Jeffersonville, IN, holding a Series 66 designation. He joined Edward Jones in 2025 after working in the orthopedics industry with Zimmer Biomet Orthosolutions and OrthoMidwest Depuy Synthes. 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, managing approximately $1.01 trillion in assets.

Brent Gillies is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been associated with JJB Hilliard WL Lyons LLC since 2016. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. Baird offers a range of advisory services including financial planning, portfolio management, and separately managed account programs, supported by internal research and advanced tools such as artificial intelligence.

Steven Whitcomb is a financial advisor with Charles Schwab in Louisville, KY, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of his advisory role, he is co-owner of ChesterHeights LLC, a family partnership involved in the commercial breeding and selling of thoroughbreds. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, brokerage, custody, and financial planning services. The firm is notable for its large scale, integrated operational structure, and multi-asset investment approach.

Robert Cregor is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ganna Kravchuk is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in personalized wealth management strategies designed to align with clients' evolving financial goals and changing market conditions. Ganna focuses on areas including corporate benefits, divorce transition planning, family wealth management, retirement income, tax minimization, and small business strategies, among others. She holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from the University of Louisville. Ganna earned both her Master's and Bachelor's degrees from Kiev National Linguistic University. Fluent in Ukrainian, Russian, and English, she utilizes her expertise to provide clear investment recommendations and financial advice tailored to individual client needs. Outside of her professional work, Ganna enjoys interior decorating, reading, traveling, and spending time with her family. Her approach centers on helping clients uncover what matters most to them and their families in order to pursue their financial objectives.

Thomas Barnes Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a partner in two restaurant and nightclub ventures in Louisville, Kentucky. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, supported by structured discovery processes and firm-approved planning tools.