Cayman Menard is a financial advisor with LPL Financial holding a Series 66 designation. Based in Louisville, KY, he began his advisory career in 2025 and has experience at Somnio Wealth as well as LPL Financial. Prior to entering the financial industry, he was a student at the University of Kentucky and worked in various roles including at Hussung Mechanical and McDonald's. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Frank Thompson Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Board, Finance Committee, and Investment Committee of the Al J. Schneider Company, a hospitality business in Louisville. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 employs a structured financial planning process supported by proprietary tools and analyses.

Robert Elliott is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he has ownership interests in family-related oil and gas businesses through trusts established in 1988 and 2007. 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, institutions, pension plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and institutional solutions.

Kenneth Herrington III is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. 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 that utilizes structured discovery conversations and firm-approved tools to support client outcomes.

Michael Kiper is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parkland Securities, LLC for 11 years. In addition to his advisory role, he operates Kiper Wealth Advisors, a sole proprietorship that sells various lines of insurance. 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, using asset-allocation tools and third-party platforms to manage a wide range of investment portfolios on both discretionary and non-discretionary bases.

Bryan Hash is a financial advisor with Edward Jones in Louisville, KY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked for USTA Kentucky for nine years. 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 financial advisors and branch offices.

Marguerite Rowland is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry for 35 years and joined Merrill Lynch in 2012. Throughout her career, she has worked with both institutional and individual clients, providing investing advice, portfolio creation, and financial goal setting. Marguerite's expertise includes corporate services for executives, managing equity and fixed-income portfolios, investment research, insurance, estate planning, family trust services, and long-term care. Marguerite earned a Bachelor's Degree from Centre College. She holds several professional designations including Certified 401(k) Professional (CkP), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She lives in Louisville, Kentucky with her husband and their dog. Marguerite and her husband have three children and one grandchild. She dedicates time to community involvement, supporting organizations such as the Alzheimer's Association, Association of the Louisville Orchestra, Buckhorn Children's Foundation, and Susan G. Komen Race for the Cure. In her spare time, Marguerite enjoys reading, hiking, boating, traveling, and needlepoint.

Jerry Davis is a CFP®-credentialed financial advisor with 27 years of industry experience, currently serving at Cetera since 2020. His prior work includes extensive tenure at First Allied Advisory Services and NEXT Financial Group. Outside of his advisory role, Davis is involved in insurance and tax preparation businesses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to a range of model portfolios and third-party managers.

Katelyn Bronger is a Series 66-credentialed financial advisor with Morgan Stanley, based in Louisville, KY. She has four years of industry experience, including prior roles at PNC Investments. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and employer-based financial planning agreements.

Gregory Middleton is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of advising, he is the owner of Middleton Properties, LLC, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Sarah Diffenderfer is a financial advisor at Osaic with seven years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc. and Securities America Advisors, Inc. in Louisville, KY. Diffenderfer also operates MainStreet Wealth Management, LLC, where she focuses on variable annuities and occasionally provides life insurance quotes. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing advanced asset-allocation tools and portfolio management strategies.

Xinyi Xia is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management in Boston. She provides personalized wealth management strategies tailored to align with clients' individual financial goals and evolving market conditions. Xinyi’s expertise covers a range of client focus areas including college and education planning, family wealth management, legacy and philanthropic planning, retirement planning, portfolio management, tax minimization, and wealth strategies for women. Xinyi holds a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. She maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fluent in English, Mandarin, and Yue (Cantonese), she emphasizes a collaborative approach to financial planning, working closely with clients to develop strategies that support their long-term objectives. Outside of her professional role, Xinyi engages with community organizations through volunteer work and enjoys personal interests such as boating, cooking, hiking, traveling, and yoga.

Sherry Carrico is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and its affiliated entities since 2016, following a long tenure at Bank One/Chase Bank from 1993 to 2021. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Betty Thomas is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 15 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent several years at JJB Hilliard W.L. Lyons LLC. She 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 charitable organizations. The group provides a range of financial planning and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Lilli Whitlow is a Financial Advisor with Brennan, Dill & Associates at Merrill Lynch Wealth Management. Her career in wealth management was influenced by her close relationship with Mollie Brennan, an advisor at Brennan, Dill & Associates, which gave her an early appreciation for the impact that thoughtful financial guidance can have on individuals, families, and future generations. She earned a Bachelor of Business Administration in Finance from the University of Kentucky and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Lilli serves clients who often face complex decisions involving liquidity events, business transitions, retirement planning, wealth transfer, and long-term financial stewardship. Her expertise includes family wealth management strategies, legacy planning, liquidity management, women and wealth, and tax minimization. Lilli emphasizes understanding what matters most to each client and collaborates with clients and their professional teams to develop personalized strategies tailored to their unique circumstances. Her approach includes investment planning and broader conversations about family, legacy, and financial decision-making. She is a member of Southeast Christian Church. Outside of work, Lilli enjoys boating, cooking, interior decorating, spending time with her family, traveling, and practicing yoga.

Jessica Miller is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She previously worked at PNC Investments for two decades before joining Raymond James in 2024. Raymond James & Associates, Inc. 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, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

James Childress is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is engaged as a 1099 employee with Kalas LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations.

Richard Corbett is a Wealth Management Advisor at Merrill Lynch Wealth Management in Lexington, Kentucky. With over 24 years of experience in financial advising, including eight years with Merrill Lynch, he specializes in providing tailored financial guidance. His expertise encompasses legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Richard supports diverse client groups such as business owners preparing for exit or retirement, divorcees, widows, and widowers, retirees crafting lifetime income plans, and pre-retirees structuring retirement goals. He assists clients in designing financial strategies aligned with their values and guides them through the estate planning process. Richard holds a Bachelor's Degree from Western Kentucky University and maintains professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He is a devoted husband and father of three, guided by his faith in Jesus Christ. He attends Southland Christian Church in Lexington, where he volunteers on the Guest Services Team. Outside of his professional role, Richard enjoys playing golf, following sports programs such as University of Kentucky Wildcats Football and Basketball, traveling, and spending time with his family. He is also involved with organizations like Southland Christian Church and Business Networking International.

Jarrod Bulleit is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Myriad Genetics for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

Tracy Redmon is a CFP® professional with 29 years of experience in the financial services industry, currently serving at Ameriprise since 2020 and having a long tenure with Ameriprise Financial Services, Inc. prior to that. She is based in Louisville, KY. In addition to her advisory work, Redmon co-owns a life coaching business focused on helping clients overcome limiting thoughts, and she holds leadership roles on the boards of Family Scholar House and Family, Inc. 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 ongoing tax-aware withdrawal strategies designed for clients nearing or in retirement.