Rebecca Borne is a financial advisor at Raymond James & Associates with one year of industry experience. She previously worked at Corto Lima, the University of Kentucky, and Jerzees Sports Grille. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Erskine Courtenay is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been investing family assets since 1999 and joined Merrill in 2012. Erskine specializes in goals-based wealth management, working with families to integrate their personal values into financial planning. His approach includes collaborative development of value-based goals across income, investments, insurance, education, and wealth transfer, leveraging the global resources of Merrill and banking products through Bank of America, N.A. Erskine holds a Bachelor's and a Master's degree from George Washington University as well as a Master's degree from Thunderbird School of Global Management. He is a Chartered SRI Counselor (CSRIC) and a Personal Investment Advisor (PIA). He is a member of professional and community organizations including Rotary and the Louisville Society of Financial Analysts. Erskine is multilingual, speaking both French and English. Outside of his professional work, Erskine is engaged in community activities and maintains memberships with organizations such as Rotary. He lives in Louisville with his wife and family.

Brian Edelen is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Johnson & Johnson, Clinical Solutions, LLC, and Edge Diagnostics. Outside of advising, he owns Edelen Holdings LLC, a company involved in the maintenance of rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Nicholas Oakes is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including a prior role at Humana Inc. Outside of his advisory work, Oakes serves as an assistant wrestling coach at Floyd Central High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions, supported by a large national network and a fiduciary standard of care.

Tara Guhy is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 designation with seven years of industry experience. She has worked at Morgan Stanley since 2018 and previously was employed at St Matthews Feed & Seed from 2015 to 2018. 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 tailored financial planning using structured tools and market modeling techniques.

Nancy Mahoney is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2010 and at Citigroup Global Markets since 1989. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning that incorporates structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Solomon Belkin is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, Central Bank and Trust Co, and the University of Louisville. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Mc Carty is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Baird Trust and AllianceBernstein. Mc Carty also serves as an adjunct professor of finance at the University of Kentucky Gatton College of Business and Economics, where he teaches financial modeling. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, and institutional investors. The group offers tailored advice and diversified portfolio management through a combination of in-house and third-party managers, with services spanning traditional and non-traditional investment strategies.

James Groves III is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Outside of his advisory role, he is a member of an LLC created to hold University of Louisville basketball and football tickets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and municipal advisory capabilities.

Adrienne Hayes is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Baird Trust Company, she worked for Stock Yards Bank & Trust for 13 years. She serves as a board member for the March of Dimes, volunteering approximately one hour per month with the charity. The DDK Group at Robert W. Baird & Co. serves high net worth individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, with investment strategies that include manager-traded and model-traded SMA programs, tax management, and direct indexing.

Kristina English is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Securities America Advisors and Securities America, Inc. She also operates IRONBRIDGE WEALTH COUNSEL, LLC as a private wealth advisor and works as an insurance agent selling health, life, and Medicare supplement products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services and employs various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Damon Bootes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at various firms including First Allied Securities and Waddell & Reed and is a partner at Clifford Bootes Asset Management. Outside of advising, he coaches youth soccer and provides tax preparation services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Daniel Maclean is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and possessing 17 years of industry experience. He has served in multiple roles at Stock Yards Bank & Trust Company since 2011, including Vice President, alongside his advisory work at Raymond James. 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 investors. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Kelly Graybill is a financial advisor at J.P. Morgan Securities in Louisville, KY, with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2011. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Lawrence Nagel is a Private Wealth Advisor with Merrill Private Wealth Management. He holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Lawrence earned a Bachelor's Degree from Hamilton College. His client focus areas include Family Wealth Management Strategies, Institutional Consulting, Services for Endowments, Foundations, and Non-profits, Defined Benefit Plans, Legacy Planning, Liquidity Management, Socially Responsible and ESG Investing, Tax Minimization, and Retirement Income. Lawrence has served in leadership roles with the J.B. Speed Art Museum, acting as Trustee from 2016 to 2019, and as Governor from 2012 to 2016, serving as Chair from 2013 to 2015. Outside of his professional work, Lawrence is a lifelong learner who enjoys fishing, skiing, spending time with his family, and playing tennis.

Bradley Fry is a CFA® charterholder and holds Series 65 and Series 63 licenses, with seven years of industry experience. He has worked at Robert Baird & Co. since 2024, following prior roles at Cerity Partners, ARGI Investment Services, Professional Data Solutions, Inc., and Wright Express Inc. In addition to his advisory work, Fry teaches a course at Bellarmine University. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations. The group offers financial planning, portfolio management, and brokerage services, utilizing a mix of strategies including separately managed accounts and tax-management techniques.

Todd Walz is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2006. Outside of his advisory role, he operates Profit Propaganda, a business active since 2007. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad range of portfolio management styles and affiliated research.

Jason Hunsucker is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, Inc. and Securities America, Inc. from 2005 to 2022. Outside of his advisory role, he is the CEO and business owner of GivApp LLC, a non-investment related venture. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gabriel Cora is a Series 66-credentialed financial advisor with Morgan Stanley in Louisville, KY, with less than one year of industry experience. His background includes roles in education and retail prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of advisory programs, including plans coordinated through employer agreements.

Russell Ferreri is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Ferreri teaches the math curriculum and learning methodology at the Russian School of Math Louisville for K-8 students. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.