Douglas Justice Jr. is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and previously spent 20 years with PNC Investments before joining Raymond James in 2026. The firm, Raymond James & Associates, manages approximately $501 billion in assets and serves a wide range of clients including individuals, institutions, and municipal entities. It offers financial planning and consulting services with a variety of portfolio management strategies and is notable for its municipal advisory services and extensive affiliated network.

Leslie Madden is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 26 years of industry experience. Prior to joining Robert Baird in 2019, Madden worked for 20 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of advising, Madden owns and manages a rental property through Foothold Enterprises, LLC. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research resources.

Daniel Moyers is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cambridge since 2010. Prior to that, he was with Transamerica Financial Advisors for six years. Moyers serves as a board member for Pitt Academy and is president of Moyers Financial Services Inc., an independent insurance agency. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to various platforms, third-party advisers, and proprietary model strategies.

Nicholas Peregoy is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and possessing 17 years of industry experience. He previously worked at PNC Investments Inc for 11 years before joining Raymond James & Associates in 2021. In addition to his advisory role, he is involved in life, long-term care, and disability insurance sales and marketing through Crump Life Insurance. Raymond James & Associates 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, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles supported by affiliated research and model managers.

Lizet Constanza Mueller is a financial advisor with Primerica Advisors in New Albany, Indiana, holding Series 63 and Series 65 licenses and with seven years of industry experience. Prior to her current role, she worked at the U.S. Census Bureau and has been involved in educational tutoring and translation work. She is the founder, vice president, and treasurer of the Saint Michael Foundation for Polyphony & Chant, a nonprofit organization. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies created by unaffiliated asset managers and offers limited discretionary separately managed account options.

Jacob Gorr is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC between 2016 and 2022. Outside of his advisory role, he serves as an arbitrator in the finance and banking sector. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers planning services largely in an advisory capacity.

Timothy Campisano is a financial advisor with Raymond James & Associates in Louisville, KY, holding CFP® and Series 66 credentials and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he owns a rental property used to house his son and his son's college lacrosse teammates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services while supporting a range of portfolio management styles and research resources.

Patrick Yates is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

William Rumple is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a joint investment partner in a property development business in Borden, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment options, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.