Robert Kremer is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 1996 and holds Series 63 and Series 65 designations. Kremer serves on the Board of Directors for the St. Xavier High School Alumni Association in Louisville, KY. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Adam Simon is a financial advisor with Mass Mutual Investors Services in Pewee Valley, KY, holding a Series 66 designation and 23 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services since 2002. Outside of his advisory work, he is the sole member and agent of Right Path Financial LLC, a firm involved in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

John Dicks is a financial advisor with Ameriprise in Louisville, KY, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he co-owns JDB Group LLC, a business that manages his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored income strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kimble Johnson is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds a Series 63 designation and has worked at firms including Centaurus Financial, LPL Financial, and Waddell & Reed. Outside of his advisory role, Johnson is self-employed as a life, health, and accidental insurance agent and operates Virtual Pensions Group, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach is primarily model-driven, offering financial planning, access to third-party asset managers, and a wrap program, with notable involvement in non-securities services such as trust custody and affiliated insurance.

Kelly Duerr is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Duerr worked at Heaven Hill Brands, Home Grown Industries of Georgia (dba Mellow Mushroom), and Ruth's Hospitality Group, Inc. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Glenn Tucker is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Louisville, KY. He has worked with Ameriprise and its affiliated entities since 1998. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its recommendations, with a focus on assets held in Ameriprise Managed Accounts.

James Tennill III is a financial advisor with Stifel in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Carson Ebert is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Baird in 2021, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial sector, he held roles at Designer Brands and Designer Shoe Warehouse. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

John Pamplin is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird since 2021. Prior to his advisory role, he had a brief tenure at Scott Lund Construction and completed extensive studies from 2012 to 2021. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning, portfolio management, and a range of investment strategies including traditional and non-traditional allocations.

Samuel Davidson is a financial advisor at Robert W. Baird & Co. in Louisville, KY, holding a Series 66 credential with 5 years of experience at Baird. He has prior experience at Bellarmine University and spent 18 years unemployed before entering the advisory field. His background also includes a brief role at Champions Pointe Golf Club. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, employing a combination of manager-traded and model-traded SMA strategies alongside tax-management and direct-indexing capabilities.

Christian Raccippio is an Investment Consultant with Fidelity Investments. In his role, he partners with clients to ensure their investments are aligned with their financial goals, aiming to provide clarity and confidence in their financial future. He has held several positions at Fidelity Investments since 2021, including Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate. Prior to this, he worked as a Financial Representative at Northwestern Mutual from 2020 to 2021. Outside of his professional work, Christian has interests in fitness, football, movies, outdoor adventures, reading, and snowboarding.

Caleb Riley is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and seven years of industry experience. He has held roles at several firms, including Prudential Insurance Company of America and Burlington Alliance Capital Management. Outside of finance, Riley works as a sports official in Louisville, KY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and a wrap program known as Model Wealth Portfolios.

Carlton Head is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005. He also serves as Director of Investments at Heick, Hester, Smith & Associates LLC, where he manages the SPS Advisor discretionary platform and screens investments. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Steven Richardson is a CFP® professional with 43 years of industry experience, currently advising at Cetera in Louisville, KY. He has held roles at Cetera Wealth Services, LLC since 2013 and owns Commonwealth Capital Management, LLC. Outside of advisory work, he serves as president of the Sycamore Ridge HOA and co-owns Commonwealth Capital Management Realty, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across a range of program structures and custodial relationships.

Chelsea Colvin is a financial advisor at Robert Baird & Co. with a Series 66 designation and four years of industry experience. She has worked at Robert W. Baird since 2019 and previously held positions at Hilliard Lyons and Williams Lea. She is part of The DDK Group within Robert W. Baird’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 both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Robert Cruse is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding a Series 66 designation and five years of industry experience. His prior work includes roles at United Citizens Bank and Trust Company, Reliance Construction, Henry County Public Schools, and Kentucky State University. Cruse is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage solutions, utilizing a combination of internally researched manager-traded and model-traded strategies.

Erika New is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds the Series 66 designation and has previously worked at Spalding Insurance Group and Commonwealth Bank & Trust. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

Tanner Hyland is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Louisville, KY. He has 11 years of industry experience, having been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, he is involved in insurance consulting and serves as president of TDH Ventures LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and custody platforms.

Geoffrey Stenger is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 66 and Series 63 designations and has worked with various J.P. Morgan entities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Tracey Marshall is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Primerica Advisors, she worked at Primerica Financial Services and has experience in healthcare and nursing education. She has also been involved in entrepreneurial activities through Louisville Learning LLC and Personal Best LLC. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.