Cole Driver is a Planning Consultant at Fidelity Investments, where he partners with clients and their Financial Consultants to build, maintain, and update financial plans tailored to clients' evolving needs during preparations for retirement, the transition into retirement, and throughout retirement. He aims to help clients have confidence in their financial futures by utilizing the tools and resources provided by Fidelity. Cole has been with Fidelity Investments since 2021, progressing through roles including Financial Representative from 2021 to 2022, Relationship Manager from 2022 to 2024, and currently serving as a Planning Consultant since 2024. Prior to joining Fidelity, he worked as a Financial Wellness Consultant at KeyBank from 2020 to 2021. Outside of his professional responsibilities, Cole has interests in fitness, food, football, golf, outdoor adventures, and pets.

Heather Shonkwiler is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. 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 under management and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Joshua Henry is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at PNC Investments Inc. from 2010 to 2022. He has been associated with Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management provides advisory programs catering to both individual and institutional clients, delivering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a comprehensive range of investment solutions.

Calhan Shanks is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to his current role, he has worked at JPMorgan Chase Bank, N.A. since 2022. Outside of finance, he is involved in photography through his long-standing engagement with You 'N Me Photographs. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment recommendations.

Logan Lee is a financial advisor at Ameriprise in Louisville, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at UPS, First Financial Bank, and PNC Bank, among other roles. Outside of financial advising, he is involved in swimming pool maintenance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning and ongoing advice based on algorithmic analysis and investment research.

Amy Collins is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, Collins works with Personnel Best, LLC, providing community living support and respite care for individuals with developmental disabilities. 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 and financial planning services, utilizing structured planning tools and firm-approved methodologies without providing individual security recommendations as part of standalone plans.

Sharon White is a financial advisor at UBS Financial Services with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to client goals and risk tolerances.

Bruce White is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 registrations and having 26 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he is a partner in a deli business owned with his wife but does not participate in daily operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting services with a variety of portfolio management styles and is notable for its municipal advisory services and extensive affiliated ecosystem.

Tania Miles is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 14 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent 18 years at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of her advisory role, she serves as a board member and treasurer for the Zeta Iota Chapter of Psi Iota Xi in Indianapolis. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Colin Evans is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2020. His prior experience includes roles at Defense Finance & Accounting Service and JJB Hilliard WL Lyons LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

Lonnie May is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning and investment consulting through various advisory programs. Raymond James & Associates is notable for its municipal advisory services and extensive affiliate ecosystem supporting a wide range of portfolio management strategies.

Travis Nicks is a Series 66 credentialed financial advisor with Thrivent Investment Management, based in Louisville, KY. He has three years of industry experience and previously worked at UPS for nine years. Outside of his advisory role, he serves as treasurer for Big Spring Church of Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering these services either on a one-time or ongoing basis without discretionary trading authority.

Deonna Colvin is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and with 27 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Outside of her advisory role, she is connected to a woodworking business owned by her spouse. 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 municipalities, offering financial planning and consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

James Allen is a CFA® charterholder with 44 years of industry experience. He is currently with Robert Baird & Co., where he has worked since 2019, and has been affiliated with J.J.B. Hilliard, W.L. Lyons, Inc. since 1981. Allen serves on several boards, including Bellarmine University, The Filson Historical Society, and the Speed Art Museum, with roles related to investment oversight. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a blend of in-house and third-party managers, covering traditional and non-traditional investment strategies.

Michael Gauss is a financial advisor with LPL Financial in Louisville, KY, holding the Series 63 designation and bringing 32 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and the Financial Services Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Chris Meriwether is a financial advisor at Morgan Stanley in Louisville, KY, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Rachel Cappola is a financial advisor at Edward Jones with two years of industry experience and a Series 66 designation. Her prior experience includes roles at Morgan Stanley and Riverbend/Securities America Inc/Osaic. Outside of finance, she has been involved with several business ventures and organizations, including JL Hufford Coffee & Tea Company and Indiana University Southeast. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

John Bullock is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans tailored to their individual goals and preferences. He works collaboratively with clients to build, implement, monitor, and adjust their financial plans as their situations evolve, helping them anticipate common retirement challenges. His practice is supported by the resources and tools available through Fidelity, enabling him to provide a consistent and trustworthy client experience. John has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, Portfolio Specialist, and Senior Portfolio Specialist before assuming his current position. This extensive experience has provided him with a broad understanding of portfolio management and client service within the financial industry.

Ivy Ip is a financial advisor at Morgan Stanley with three years of industry experience and a Series 66 credential. Prior to joining Morgan Stanley in 2022, she worked at Citadel for one year. Outside of her advisory role, she sells clothing and beauty products through online apps. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its process.

Ruthanna Goodman is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 credentials and 12 years of industry experience. She previously worked at LPL Financial for 12 years and Park Community Credit Union for 9 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.