Samuel Hatfield is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked previously at Fisher Investments, Horizon Wealth Management, and LPL Financial. Outside of his advisory role, he is involved in operating Airbnb rentals and traditional life insurance sales in Louisville, KY. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Mark Kregor is a financial advisor with Stifel in Louisville, KY, holding a Series 63 designation and over 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021, following a two-year tenure at Robert Baird & Co. and a 26-year career with J.J.B. Hilliard, W.L. Lyons, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Jessica Edwards is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities LLC, Charles Schwab, and Park Avenue Securities. Outside of her advisory role, she serves as a contractor for the Louisville Metro Office of Housing. Robert Baird & Co.’s DDK Group, where Edwards is based, advises a wide range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Joshua Gilliam is a financial advisor with Osaic Wealth, Inc. based in Louisville, KY, holding a Series 63 designation and 28 years of industry experience. He spent 20 years at Securities America Advisors, Inc. and Securities America, Inc. before joining Osaic in 2024. Gilliam is the creator and owner of FI Life Framework, a digital platform designed to enhance client communication and financial planning. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm utilizes a range of investment tools and third-party services to offer integrated brokerage, financial planning, and asset management solutions.

Gregory Jacobs is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Cetera, he worked at LPL Financial, LLC for 13 years. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services.

Michael Cushwa is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and previously worked at Steward Partners Investment Solutions and Raymond James Financial Services. Prior to his advisory career, he was employed at Thompson Creek Window Co. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment strategies to client goals.

John Overfield is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He previously worked for PNC Investments from 2015 to 2024 before joining Cetera Investment Adviser, LLC and Cetera Wealth Services, LLC in 2024. Overfield is also a financial advisor at Commonwealth Capital Management, LLC, where he assesses the financial needs of individuals and advises on investment decisions. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Katheryn Higgins is a Series 66-licensed financial advisor with 21 years of industry experience. She has been with Thrivent Investment Management and THRIVENT Financial since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning analyses covering a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Preston Cameron is a CFP® professional at Stifel with four years of industry experience. He has worked at Stifel since 2022 and previously held positions at The University of Southern Indiana, Butler University, and Saint Xavier High School. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Holland is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019. He also has a long-standing involvement with LifeGate Church. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored consulting and portfolio services to individuals, families, institutions, and charitable organizations. The group offers a range of investment strategies and management approaches, including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay services.

Mark Delton is a financial advisor at Charles Schwab with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at firms including PNC Investments, LPL Financial, and Prudential Insurance. He has also operated Mark Delton Coaching since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment options supported by centralized custody and supervisory infrastructure.

Ryan Wolfe is a financial advisor at Equitable Advisors with a Series 66 credential. He has industry experience beginning in 2025, including prior roles at Meritrust Wealth Management, First Kentucky Securities, and Tri-Arrows Aluminum. He also has five years of experience associated with Bellarmine University. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs using both proprietary and third-party advisory models.

Cordell Blair is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Blair also receives non-investment-related compensation through part-time referrals of home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Dallas Tuggle is a financial advisor with Equitable Advisors in Louisville, KY. He holds a Series 66 designation and joined the firm in 2025. Prior to entering the industry, he worked at Epic Systems for four years and attended Eastern Kentucky University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm works with a variety of investment models and third-party managers, offering services that include ERISA fiduciary consulting and a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jameson Moore is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank N.A. since 2019, with prior roles at Skybridge Resources, Toyotetsu America Inc, Belk, and Eastern Kentucky University. 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 through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Meta Burris is a financial advisor at Edward Jones with a Series 66 designation and two years of experience in the industry. Prior to joining Edward Jones, Burris worked for 11 years at Lowe's Home Improvement in a customer service role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as its fiduciary standard and additional services such as trust capabilities and securities-based lending.

Tina Foster is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process utilizing approved tools and does not provide individual security recommendations as part of its standalone planning services.

Zachary Hammond is a financial advisor with Charles Schwab in Louisville, KY, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at Charles Schwab since 2018, with prior roles at MCF Advisors LLC and FIDELITY Brokerage Services. Charles Schwab serves 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 advisory relationships and access to affiliated discretionary SMA portfolios, supported by a large integrated operational structure.

Joe Frederick is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding a Series 66 designation and four years of industry experience. He has been affiliated with Cambridge Investment Research in various capacities since 2019 and also works as a supervisor at United Parcel Service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management approaches and custody platforms.

Jason Ogle is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at New York Life and NYLIFE Securities LLC and has held roles in various other companies including WCB and Steel Technologies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including multi-manager funds and fund-of-funds, and employs systematic methodologies alongside oversight of sub-advisers and share class evaluations.