Jason Daeger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Raymond James since 2008 and currently also works at Stock Yards Bank & Trust, where he assists clients with long-term financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary investment consulting tailored to client goals and supports a wide advisor network with specialized municipal and retirement plan advisory programs.

Michael Joksimovic is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, and New England Securities. Outside of advising, he serves as a board member of the Elizabeth L Joksimovic Foundation and owns BlueCap Financial LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms, access to third-party advisers, and proprietary model strategies under Founders Gate Capital.

William Giesler is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has a background that includes roles at Southern Glazers Wine & Spirits, Golf Headquarters, and the University of Southern Indiana. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection, internal research, and a mix of active investment strategies.

David Estes is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 46 years before joining Robert Baird in 2019. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research, manager selection, and technology tools including artificial intelligence in client advice.

Christopher Scanlan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various branches of JPMorgan Chase since 2013. Scanlan is based in New Albany, Indiana. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research and includes access to derivatives and commodities capabilities.

Joshua Lowery is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and is also employed by JPMorgan Chase Bank, N.A. In addition to his advisory role, Lowery serves as a middle school basketball coach for Greater Clark County Schools. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Dewitt Ivins is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert Baird since 2019, following a 27-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager oversight.

Emir Avdagic is a financial advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. His prior roles include positions at The Kroger Co. and involvement with the WKU Center for Financial Success and A&E Lawn Care. 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. The firm offers a range of financial planning, portfolio management, and brokerage services, combining internal research and advanced tools to support client advice.

Wallace Hicks is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2024. 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 using firm-approved tools, and manages approximately $2.74 trillion in client assets.

Curtis Esarey is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Indiana Gear Up and Greater Clark County Schools. 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 nationwide network of financial advisors and branch offices.

Robert Phelps is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2014 and has worked with the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and 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 that includes firm-approved tools and scenario modeling.

Pamela Tobbe is a financial advisor at Morgan Stanley with 38 years of industry experience. She has held positions at Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and J.J.B. Hilliard, W.L. Lyons, LLC. Pamela holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Robert Fischvogt is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked for CUNA Brokerage Services, Inc. for 20 years and has been associated with Centra Credit Union for over two decades. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and multiple investment strategies.

Aubrey King is a financial advisor at Robert W. Baird & Co. in Louisville, KY, holding a Series 66 designation with seven years of experience. Prior to joining Baird, he worked at Hilliard Lyons for six years. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex and non-traditional investments.

Michael Durham is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with LPL Financial since 2007 and previously spent four years with Ameriprise. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory services with a broad range of financial products and partnerships.

Sarah Billups is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has held prior roles at PNC Investments and PNC Bank. Her work history also includes positions in the food and beverage industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery and firm-approved tools, with a broad range of retail and institutional offerings.

Anthony Semak is a financial advisor with Raymond James & Associates in Louisville, KY, holding the CFA® designation and Series 63 and 66 licenses. He has seven years of industry experience, including prior roles at Fifth Third Bank, Charah Solutions, Inc., and a long tenure at Invesco Ltd. Semak serves as Chair of the Endowment Investment Oversight Committee and Board Member for the National Center for Families Learning, providing investment guidance for the nonprofit's endowment funds. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Rachel Smith is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 23 years of industry experience. She has worked at multiple Morgan Stanley entities since 2007 and has been associated with the University of Louisville since 2002. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Christian Stewart is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Chase Bank, PNC Bank, and various educational institutions. Stewart also serves in the United States Army Reserves. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, integrating strategic asset allocation and tax-aware options.

Heather Thompson is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member for Free the Innocent, Inc., a humanitarian nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.