Marcus Norton is a financial advisor with OSAIC and holds a Series 66 designation. He has 19 years of industry experience, including long-term roles at Gilliam, Mease & Associates and Securities America. Outside of his advisory work, Norton is a flight instructor based in Louisville, KY, providing training to aspiring and current pilots. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers.

Christina Harmon is a CFP® and ChFC® with 17 years of industry experience. She is currently with Wells Fargo Clearing and has previously worked at firms including Michael Bush, Northwestern Mutual Investment Services LLC, and Robert Baird & Co. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

James Hatcher is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long-term roles at PFS Investments Inc and Primerica Financial Services, as well as a brief tenure at Wilson & Muir Bank. Outside of finance, he is involved in creative pursuits such as music, comedy, writing, and recording, with works available on platforms like iTunes and Amazon, and he is affiliated with Go 90 Grow Training Solutions LLC. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, through a wrap-fee asset management program that utilizes model-driven strategies developed by unaffiliated asset managers.

Misti Maddox is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services, leveraging research from Wells Fargo Investment Institute and applying diversification and modern portfolio theory in its investment evaluations.

Patrick Gaughan is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding the Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also the owner of BlueCap Financial LLC and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, with investment strategies tailored to client objectives and delivered via multiple platforms.

Donald Dentinger is a financial advisor at Raymond James & Associates with 27 years of industry experience. He has held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Raymond James. Dentinger holds Series 63 and Series 65 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Levi Jones is a CFP® professional with 11 years of industry experience, currently affiliated with Charles Schwab in Louisville, KY. His prior work includes roles at Fidelity Investments and multiple positions within the Charles Schwab organization dating back to 2014. Charles Schwab & Co., Inc. serves a large client base of 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 investment guidance, using multi-asset model portfolios and a centralized platform for advisory, brokerage, custody, and cash-sweep services.

Nathanael Mccauley is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2016 and concurrently associated with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Rahsaan Shareef is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, Family and Children's Place, JC Penney, and other firms. Outside of finance, he owns Rahsaan & Hakeem LLC, a music production company specializing in instrumentals. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals, offering a combination of wrap fee advisory programs, managed accounts, and financial planning services. The firm provides both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts through a multi-asset, model portfolio approach.

Montrel Simmons is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he focuses on creating a consistent and collaborative planning experience for clients, serving as a steady point of support as they navigate retirement and other key financial moments. He prioritizes understanding what matters most to each client and encourages conversations that keep their goals central to the planning process. Prior to his current role, Montrel worked as a Relationship Manager at Fidelity Investments from 2023 to 2026 and as a Financial Representative at the same firm from 2022 to 2023. He began his career as an Associate Retirement Services Representative at ADP from 2021 to 2022.

Robert Schenkenfelder is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Lawrence Pusateri is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad 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 utilizes structured planning tools alongside proprietary modeling techniques in its financial planning process.

Victor Perrone is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has held roles at Morgan Stanley and the University of Kentucky. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.

Mark Liston is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. since 1990. 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, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning, discretionary and non-discretionary management, and separately managed account programs, utilizing both in-house and third-party managers across traditional and alternative investment strategies.

Brett Corbin is a financial advisor at Robert W. Baird & Co. in Louisville, KY, holding a Series 66 designation with 11 years of industry experience. He previously worked at Raymond James & Associates for ten years and briefly at New2Lou. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Gayle Crow is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has been with UBS Financial Services since 2015. Outside of her advisory role, she is a partial owner of a family cabin involved in occasional rental activity managed through a property manager. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Michelle Claycomb is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior roles include positions at Merrill, UBS Financial Services, and J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Zachary Van Zant is a CFP® with 11 years of industry experience, currently affiliated with Cetera since 2025. He previously worked for Concourse Financial Group Securities Inc. for 10 years and operates a separate financial planning business under the name Financial Solutions, Inc. Additionally, he serves as treasurer for the Oldham Chamber and Economic Development. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

Sarah Cattan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fisher Investments and Mariner Wealth Advisors, among other firms. Outside of her advisory role, she owns and operates Sarah Cattan Photography, taking on occasional family and event photography assignments. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Whitney is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 1999 and 2005, respectively. He holds Series 63 and Series 66 designations and is based in Louisville, KY. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.