Mark Krebs Jr. is a financial advisor at Morgan Stanley in Louisville, KY, with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Krebs serves as a board member of the Quarterback Club of Louisville KY. 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 a structured discovery process.

Gary Grigg is a financial advisor with Morgan Stanley, holding a Series 66 designation and over 26 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Zach Kaiser is a financial advisor at Edward Jones in New Albany, IN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he held roles in various fields including professional grounds management and development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of advisors and branch offices.

Thomas Hallion is a financial advisor with Raymond James Financial Services Advisors, Inc. in Louisville, KY, holding a Series 63 designation and 26 years of industry experience. His career includes roles at multiple Raymond James affiliates since 2013 and a decade-long tenure with Major League Baseball from 2013 to 2023. Outside of his advisory work, he serves as an independent contractor for Henry Hensley & Associates, Inc., providing comprehensive financial services to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal and retirement plan advisory services.

Valerie Barnes is a Series 66-licensed financial advisor with Edward Jones, based in New Albany, IN, and has 16 years of industry experience. She has been with Edward Jones since 2009. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

Scott Kelly is a financial advisor at Merrill in Louisville, KY, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Bank of America since 2011 and with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Brian Diehlman is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work includes roles at Richard Damon and Waddell & Reed, Inc., with additional experience operating his own firm, Bdiehlman LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Whitney Woodford is a financial advisor at Raymond James & Associates with 26 years of industry experience. Prior to joining Raymond James in 2024, Woodford worked for Merrill Lynch, Pierce, Fenner & Smith, Inc. for 13 years. He holds Series 63 and Series 66 licenses. Outside of advising, Woodford is a small owner in a family electric business that originated with his grandfather. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide team and a broad range of portfolio management styles.

Janice Priest is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 63 designation and 37 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and methodologies.

William Jones is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2013, also working at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brian Marcukaitis is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1995 with Paine Webber and has since accumulated over 26 years of experience advising clients at Merrill. He also serves as the Sales Manager for the Louisville, Kentucky Complex. In 2004, Brian earned the Certified Investment Management Analyst® (CIMA®) designation issued by the Investments & Wealth Institute™. Additionally, he holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) credentials. He maintains FINRA Series 7, 9, 10, 63, and 66 registrations. Brian's expertise includes divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Brian holds a Bachelor's Degree from Northern Illinois University. He resides in Prospect, Kentucky with his wife, Linda, and their two children, Isabella and Evan. His personal interests include boating, camping, fishing, golfing, skiing, and spending time with family.

Samuel Hunter is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, Inc. for 12 years. Outside of advising, he operates Samuel Hunter Photography, selling prints and photographing weddings. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Michael Lavera is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he owns a rental real estate business. Raymond James & Associates is a large dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by diverse portfolio management and affiliated research.

Kimberly Garrett is a financial advisor with Edward Jones in Jeffersonville, IN, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Edward Jones since 2010. No other business activities were reported with client-facing responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a variety of discretionary and non-discretionary investment strategies.

Shane Calkin is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Uber, Smith and Nephew, and Parker Hannifin. Outside of his advisory role, he also manages a short-term rental property listed on Airbnb. Raymond James & Associates serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Roger Cox is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Edward Jones since 2019. Prior to his advisory career, he spent 13 years at Papa John's International. He was also owner and president of Orange Cardinal Concepts, Inc., a company that operated Supercuts salons and is currently in the process of closing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

James Miller Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Richard Wilson Sr. is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley since 2014, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. based in Louisville, KY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and methodologies.

Emily Andrada is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and five years of industry experience. She previously worked at MML Investors Services and Ricke & Associates, with a combined career spanning over 18 years prior to joining Ameriprise. Andrada serves on the Board of Directors and Marketing Committee of the Community Foundation of Southern Indiana. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Phillip Hanna Jr. 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 been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes tools such as Monte Carlo simulations and the Global Investment Committee’s return estimates to support its planning process.