David Estes is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has worked at J.J.B. Hilliard, W.L. Lyons, Inc. since 1973 and joined Robert Baird & Co. in 2019. 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 tailored consulting and portfolio services, including discretionary management and separately managed accounts, combining in-house and third-party managers to implement diverse investment strategies.

Christopher Scanlan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of JPMorgan Chase since 2013, including roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joshua Lowery is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, he serves as a middle school basketball coach for Greater Clark County Schools. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Dewitt Ivins is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Robert Baird since 2019 and concurrently with J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. 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 firm offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers with options including separately managed accounts and overlay strategies.

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. Her prior roles include tenures at Wells Fargo Advisors LLC and Wells Fargo Clearing, as well as previous periods at Morgan Stanley and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery and firm-approved tools.

Robert Fischvogt is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2022 and has a long tenure with Cuna Brokerage Services, Inc. and Centra Credit Union dating back to the late 1990s. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various technology tools.

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 credentials and with 26 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by proprietary and third-party research.

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 at Morgan Stanley with 25 years of industry experience and holds Series 63 and Series 66 credentials. She has been with Morgan Stanley Smith Barney since 2009. Thompson serves on the board of Free the Innocent, Inc., a humanitarian organization based in Louisville, KY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources.

Todd Davidson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Charles Schwab. Outside of his advisory role, he is an owner and partner of A&L Investments LLC, a business that manages a single-family rental property. J.P. Morgan Securities 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.

Max Guenther is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of advising, Guenther is the owner of MTG Capital, an LLC involved in owning real estate. 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 and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Tracy Harper is a Series 66 licensed financial advisor with Morgan Stanley in Louisville, KY, bringing 13 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2019 to 2021 and has been with Morgan Stanley since 2005, including her current tenure starting in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning and wealth management. The firm employs structured planning tools and advisory processes but does not provide individual security recommendations as part of its standalone planning services.

Suzanne Shearer is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and previously worked at PNC Investments and PNC Bank. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct relationships and corporate financial planning agreements.