Ganna Kravchuk is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in personalized wealth management strategies designed to align with clients' evolving financial goals and changing market conditions. Ganna focuses on areas including corporate benefits, divorce transition planning, family wealth management, retirement income, tax minimization, and small business strategies, among others. She holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from the University of Louisville. Ganna earned both her Master's and Bachelor's degrees from Kiev National Linguistic University. Fluent in Ukrainian, Russian, and English, she utilizes her expertise to provide clear investment recommendations and financial advice tailored to individual client needs. Outside of her professional work, Ganna enjoys interior decorating, reading, traveling, and spending time with her family. Her approach centers on helping clients uncover what matters most to them and their families in order to pursue their financial objectives.

Thomas Barnes Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a partner in two restaurant and nightclub ventures in Louisville, Kentucky. 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, supported by structured discovery processes and firm-approved planning tools.

William Kaiser is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. Outside of his advisory role, Kaiser coaches cross country and track at Providence High School in Clarksville, IN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

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.

Crystal Kehrer is a financial advisor with Edward Jones in Jeffersonville, IN, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is a co-owner of a lawn service business in Greenville, IN, though she does not have operational responsibilities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

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.

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.

John Stepp is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and seven years of industry experience. He has worked at Robert W. Baird & Co. since 2020, following prior roles at Edward Jones and Fifth Third Bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

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.

Marcus Folmar is a financial advisor with Edward Jones in Louisville, KY, holding CFP® and Series 66 credentials and having 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the owner of Fannie Mae Lee, LLC and manager of Folmar Enterprises, LLC, both involved in 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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.

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.

Andrew Ruud is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at U.S. Bank and U.S. Bancorp Investments prior to joining Raymond James and is currently associated with Stock Yards Bank & Trust. His additional role involves offering investments to Stock Yards Bank clients through the Raymond James platform. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

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.

Amber Willoughby is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds a Series 63 designation and has worked at Robert Baird & Co. since 2019, including her current role since 2021. Prior to that, she spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. She 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 financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

James Buchheit is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and previously worked at Sachs Investment Group for 11 years and Spc for 4 years. He is involved with Moose Capital Advisors, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and a range of portfolio management options.

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.

Sophia Guyton is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2007. Outside of her advisory work, she and her husband deliver baby announcement signs to families in their neighborhood through a local small business, Louisville Storks. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.