Katherine Kicklighter is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 65 licenses and 29 years of industry experience. She previously worked at Hilliard Lyons for 14 years before joining Ameriprise Financial Services in 2017. Outside of her advisory role, she is involved in managing family land ownership through LLCs established with her siblings. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Nicholas Weyrens is a financial advisor with Raymond James Financial in Louisville, KY. He holds a Series 66 designation and has recent experience at Clearpath Financial and Raymond James Financial Services, Inc. Prior to entering the financial industry, he worked in roles related to Sojourn Church and The Southern Baptist Theological Seminary. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Braxton Day is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides personalized financial planning services, collaborating with clients to clarify financial goals, understand their overall financial situations, and implement tailored investment strategies aimed at maximizing assets and supporting long-term success. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. Braxton holds Series 7 and Series 66 FINRA registrations. He has earned professional designations including the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and Personal Investment Advisor (PIA). These credentials reflect his knowledge in retirement planning, fiduciary best practices for plan sponsors, and plan governance. He holds a bachelor's degree in Marketing with a minor in Business from the Kelley School of Business at Indiana University. Braxton resides in Louisville, Kentucky, where he participates in sports such as tennis, pickleball, and golf.

William West is a financial advisor at Robert Baird & Co. in Louisville, KY, holding Series 66 and Series 63 credentials with 10 years of industry experience. His prior roles include positions at Baird Trust Company, Harvey Investment Company, PNC, and Vanderbilt University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, with a focus on manager-traded and model-traded SMA strategies, tax management, and the use of internal research and tools including artificial intelligence in client advice.

Jonathan Henson is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation. He joined Robert Baird & Co. in 2024 and has prior experience at Republic Bank & Trust Company. His background includes several years as a full-time student. 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 with tailored financial planning and portfolio management services.

Ronald Knigge is a financial advisor with OSAIC based in Louisville, KY, holding Series 63 and 66 licenses and bringing 30 years of industry experience. He has worked with Securities America Advisors and Securities America, Inc. for over two decades and is also associated with Main Street Wealth Management, where he has been involved in insurance brokerage activities related to investment products since 1995. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of advisers. The firm combines brokerage and advisory services with various investment platforms, utilizing asset-allocation tools and third-party managers to offer tailored portfolio solutions.

Kimberly Jordan is a financial advisor with Raymond James Financial in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Raymond James since 2012 and serves as Vice President and Branch Manager at Stock Yards Investment Services. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Paul Oberst is a financial advisor with Merrill in Louisville, KY, holding a Series 66 designation and bringing nine years of industry experience. He has been with Bank of America and Merrill since 2016. Outside of his advisory role, Oberst serves as a joint trustee of the Oberst Gift Trust, a financial planning instrument. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individuals and institutions.

Ricky Crabtree is a Certified Financial Planner (CFP®) with over 31 years of experience, currently serving at Morgan Stanley in Louisville, KY. He has worked with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

Joseph Schmeing is a financial advisor at Robert Baird & Co. with 35 years of industry experience. He holds the Series 65 and Series 63 designations. His prior roles include positions at Stock Yards Bank & Trust, Raymond James Financial, FIFTH THIRD SECURITIES, and Morgan Keegan & Company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies, internal research, and tax management tools.

Brandon Luttrell is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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.

Gerald Oliver is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Woodbury Financial Services and Questar Asset Management. In addition to advisory work, he owns an insurance agency and manages a life and health insurance commission business. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs advanced asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Philip Meisel III is a CFA® charterholder based in Louisville, KY, with 38 years of industry experience. He has been with Stifel since 1987. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to deliver investment analysis and allocation guidance based on forward-looking capital market assumptions and probabilistic modeling.

Leigh Staples Ralston is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. Prior to joining Robert Baird & Co. in 2019, Ralston worked for 35 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of advising, Ralston is involved in a family farming operation in Bedford, KY. Robert Baird & Co. is an institution with over 2,600 advisors and provides a range of financial planning, consulting, and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded separately managed account strategies, tax management, and unified fee arrangements, supported by internal research and strategic partnerships.

Keileigh Sweeney is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Her background includes roles at Elevate Fitness, Blairwood, Esporta Fitness, Norton Healthcare, YMCA, and Louisville Male High School. Robert Baird & Co. is a firm that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a variety of financial planning, portfolio management, and brokerage services supported by internal research, manager selection, and a combination of manager-traded and model-traded strategies.

Dean Hickerson is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding Series 65 and Series 63 designations and 11 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Mark Sandbach is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and modeling techniques but generally does not provide individual security recommendations within standalone plans.

Kara Endres is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Robert Baird & Co. since 2019 and also has experience at JJB Hilliard WL Lyons LLC. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and advisory services, utilizing internal research and tools, including artificial intelligence, to support client recommendations.

Scott Donald is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Advocare and Humana. Outside of his advisory role, he is a director of SMLK Properties LLC, a future real estate venture based in New Albany, 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 programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and maintains affiliated capabilities beyond advisory services.

Walter Schwartz is a financial advisor with Raymond James Financial in Louisville, KY, holding a Series 63 designation and over 31 years of industry experience. He has been with Raymond James Financial Services since 2000 and Raymond James Financial since 2009. Outside of his advisory work, he is the owner and proprietor of Walt Schwartz Aviation, LLC, which manages plane ownership. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting, employing analytical tools to model potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.