Terry Fenwick is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience and has been with Eagle Strategies since 2003. Fenwick also operates Fenwick Partners, LLC, and serves as an officer for the DS of Louisville Foundation, a nonprofit assisting families in the Metro area. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis.

Alex Linderman is a financial advisor at Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 66 designations with 17 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019 and was previously employed at PNC Investments, LLC from 2016 to 2019. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, providing various investment strategies and portfolio management options.

Matthew Haas is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with TIAA and its affiliated entities since 2004. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing TIAA employer retirement plan relationships. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Jackson Simon is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2023. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley from 2019 to 2023. Fifth Third Securities, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account platform, utilizing third-party managers and multiple strategies including mutual fund and ETF models, SMAs, tax-overlay services, and direct indexing.

Regina Caudill is a financial advisor with Eagle Strategies (NY Life) in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Eagle Strategies since 2012 and has a longstanding affiliation with New York Life Insurance Company dating back to 1985. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered primarily on a non-discretionary basis within the integrated structure of New York Life affiliates.

Travis Hooser is a financial advisor with PNC Wealth Management in Louisville, KY, holding a Series 66 credential and three years of industry experience. He previously held multiple roles at First Command Advisory Services, Brokerage Services, and Insurance Services from 2023 to 2026, following seventeen years of service in the US Army. Outside of his advisory work, he is involved in a family business, Hooser Horsemanship LLC, assisting with business filings and government requirements. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements approved model strategies with mutual funds and ETFs.

Anna Brock is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 63 designation and 29 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

William Jones Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Louisville, KY, holding Series 63, 65, and 66 licenses, and has 30 years of industry experience. He has worked at Raymond James and its affiliated entities since 2014 and is a member of the advisory team operating under Harmony Wealth Partners, LLC. Jones also owns WR Jones LLC, an entity established in conjunction with his advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors and affiliated firms across various market segments.

Stacey Stivers is a financial advisor at Ameriprise Financial Services with 20 years of industry experience. She holds a Series 63 designation and has previously worked at Raymond James & Associates and UBS Financial Services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, including written recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Jessica Applegate is a financial advisor at Raymond James & Associates with 15 years of industry experience. She held a position at Morgan Stanley for eight years before joining Raymond James & Associates in 2022. She holds Series 63 and Series 65 designations and is based in Louisville, KY. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting primarily through non-discretionary relationships.

Franci Doroska is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2014. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Haley Turner is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, she held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, she has been involved with the University of Kentucky’s Residence Life and tutoring programs for University of Kentucky Athletics. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Bailey Mack is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and two years of industry experience. Prior to joining Baird, Bailey worked at Hogan Lovells and has a diverse background that includes time with the Malaysian-American Commission on Educational Exchange as well as extended travel. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Adam Applegate is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member and fundraising chair for Cub Scout Pack 175 in Jeffersontown, Kentucky. 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, and institutional investors.

Arnold Staton Jr. is a financial advisor with Equitable Advisors in Louisville, KY, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Gwn Securities, AIG, Valic Financial Advisors, AXA Advisors, and Optum. Outside of advisory work, he operates as an independent agent for fixed insurance sales. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers. The firm emphasizes matching clients to appropriate advisory models and offers a mix of proprietary and third-party investment solutions.

Robert Crady III is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons LLC for ten years before joining Robert W. Baird in 2019. Crady serves as a finance committee member for the Cabbage Patch Settlement House, assisting with budgeting and meetings with money managers. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pension plans, corporations, and charitable organizations. The group offers a range of investment management strategies including discretionary and non-discretionary portfolios, separately managed accounts, and overlay services, with capabilities extending to municipal advisory and public finance.

Michael Lindemann is a financial advisor with LPL Financial based in Louisville, KY. He holds the Series 66 designation and has 18 years of industry experience, including 14 years at Securities America Advisors and Securities America, Inc. He also works as a term insurance agent through Sequoia Advisor Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

L Speiden Jr. is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. Prior to joining Baird, he worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2016 to 2019. He participates on the finance committee of KMAC, a nonprofit organization in Louisville. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jennifer Bauer is a financial advisor with Raymond James & Associates in Louisville, KY. She holds a Series 66 designation and has 15 years of industry experience, including 13 years with Raymond James. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Cristalle Vivona currently serves as a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In her role, she collaborates with a team of specialists to provide goals-based wealth management services tailored to affluent families, accomplished professionals, and large institutions. Prior to her career in wealth management, Cristalle was a practicing attorney and a successful grant writer for a large local nonprofit organization. She holds a Bachelor's Degree from Bellarmine University and a Juris Doctorate Degree from the University of Kentucky. Cristalle is actively involved in her community, serving on the Bellarmine Alumni Board and participating in organizations such as Gilda's Club Kentuckiana and St. Edward Catholic Church. Outside of work, she enjoys traveling, reading, hiking, camping, and supporting local interests including the Bellarmine Knights and the city of Louisville.