Benjamin Redfield is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and six years of industry experience. He has worked at Robert Baird & Co. and JJB Hilliard WL Lyons LLC since 2019 and previously was affiliated with the University of Kentucky and JJB Hilliard WL Lyons LLC. Outside of his advisory work, he is an owner and landlord of two real estate entities in Kentucky. Robert Baird & Co.’s DDK Group serves individuals, families, pension plans, corporations, and charitable organizations by providing financial planning and portfolio management services tailored to client goals and risk tolerances. The firm offers a range of investment strategies and combines in-house and third-party managers, along with municipal advisory and public finance services.

Kimberly Blakely is a CFP® professional with four years of industry experience, currently advising at Robert W. Baird & Co. Incorporated. Her prior experience includes roles at Mariner Wealth Advisors, Ameriprise, and Stock Yards Bank & Trust. She serves as a board member of the Financial Planning Association of Kentuckiana, a nonprofit organization based in Louisville, KY. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, supported by internal research and a combination of manager-traded and model-traded investment strategies.

Matthew Bailey is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Longroad Wealth Managers and Northwestern Mutual. Outside his advisory work, he has experience managing a family-owned mowing and tree service business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Jeffrey Bellucci is a financial advisor with Ameriprise in Simpsonville, KY, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bellucci serves on the boards of the Hopeful Hearts Foundation Inc. and the Clydesdale Athletic Club and volunteers with the Generous Giving stewardship ministry at Southeast Christian Church. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, utilizing a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax efficiency and withdrawal strategies. The firm serves clients with substantial investable assets and combines advisory, brokerage, and insurance solutions through its affiliated entities.

Ashley Ellett is a financial advisor at Ameriprise in Louisville, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, she worked at Southern Glazer's Wine and Spirits and Jim Beam Distillery. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual advice focused on dependable income and tax-aware withdrawal strategies.

Lee Davis is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with Cetera Advisors LLC since 2022. In addition to his advisory role, Davis is a tax preparer at DFS Tax, LLC and manages support staff and client relations at Davis Financial Services, Inc. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients with various portfolio management and financial planning services. The firm supports advisors with model portfolios, third-party managers, and customizable strategies across multiple program structures.

Patricia Hughes is a financial advisor at LPL Financial with 33 years of industry experience. She previously worked for First Kentucky Securities Corp for 11 years before joining LPL Financial. In addition to her advisory role, she is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad array of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Jeffrey Robinson is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having previously worked at Bank One. 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 a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Clinton Carrier is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His background includes 15 years at PNC Bank and PNC Investments prior to joining Cetera in 2025. Outside of his advisory work, he serves as Treasurer of the Suburban Masonic Lodge #740 in Louisville, KY. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party managers.

Kit Carter is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and ongoing monitoring.

Victor Meyerowitz is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses and 22 years of industry experience. Prior to joining LPL in 2017, he worked at Private Client Services, LLC for seven years and has operated Meyerowitz/King, a CPA firm specializing in tax preparation and accounting, since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions through a broad network of advisors. The firm offers a range of financial planning and investment services, including model portfolios and third-party asset management, supported by advanced operational tools.

Wade White II is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and starting his industry career in 2026. He has experience working with Upward Bound TRIO Program and Morehead State University. Outside of finance, he is involved in entrepreneurial activities through D&W Window Cleaning LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment implementation and offers financial planning, consulting, and access to third-party asset managers.

Christopher Foster is a CFP® with 33 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. He has also been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Outside of his financial advisory work, he is president of Threesome Construction, a company that owns farmland leased to a tenant farmer in Oldham County, Kentucky. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing customized financial planning and portfolio management services across a range of traditional and non-traditional investment strategies.

Tanner Bates is a Series 66 licensed financial advisor with Ameriprise in Simpsonville, Kentucky, and has four years of industry experience. His work history includes roles at Flathead Lake Lodge and Western Kentucky University. He also owns Tanner Bates LLC and works as an advisor assistant at David Bates and Associates Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

Davis Sims is a financial advisor with Edward Jones in Louisville, KY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Humana for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Kamron Terry is a financial advisor at Edward Jones in Shelbyville, KY, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he is a member and guitarist for the musical group Alice Blue Gown. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rachel Gast is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In her position, she provides support, guidance, and education to clients and their families, working alongside Financial Consultants to address client needs and goals. Rachel approaches client interactions with the intent to simplify complex financial situations and build confidence in clients' financial and life decisions. She draws on her expertise to assist clients in navigating their financial planning journeys. Outside of her professional work, Rachel enjoys camping, cooking and baking, fitness activities, hiking, kayaking, and spending time with her pets.

Charles Satram is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. His background also includes military service in the U.S. Army and academic positions at the University of Louisville and Keiser University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance product sales through affiliated entities.

Billie Wilson is a financial advisor at Robert Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JJB Hilliard WL Lyons LLC and Private Client Services, LLC. His prior fiduciary appointment for a domestic partner is noted in his other business activities. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with services such as financial planning, portfolio management, and custody and brokerage. The firm utilizes a mix of SMA strategies, overlay management, tax-management, and internal research including artificial intelligence in its advisory process, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Nickolus Stephens is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 credential and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Stephens serves on the board of the YMCA, is a past president of the South Oldham Rotary, and is involved with the Canstruction Oldham County canned food building competition. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a program that integrates algorithmic automation with advisor oversight.