Matt Kuerzi is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015, and with Morgan Stanley Smith Barney since 2009. He serves on the investment committee of the Ursuline Society and Academy of Education, a charitable nonprofit based in Louisville, Kentucky. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Robert Allison is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He previously worked with Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies for 27 years. Allison continues to be involved in insurance sales through his role with W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by advanced operational and research tools.

Jodie Parsons is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aloysius Willett is a financial advisor at Robert Baird & Co. with 43 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He also serves as an executor and trustee for his parents' estate. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services through a combination of in-house and third-party managers, covering a wide range of traditional and non-traditional investment strategies.

Chad Perkins is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2024. His previous experience includes roles at SPC and Parkland Securities, LLC, as well as maintaining a self-employed practice since 2002. 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, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Eric Vegh is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 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. He 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and a variety of traditional and non-traditional investment strategies.

Tracy Knopp is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 designation with 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and approved tools, providing advisory services without individual security recommendations as part of standalone plans.

Zachary Langley is a Series 66 licensed advisor at Fidelity with one year of industry experience. His prior work includes roles at PNC Bank and positions outside finance, including employment at Rafter Bar and Grill and La Dolce Vita. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.

Burdette Park is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill Lynch. Outside of his advisory role, he owns and operates a farm in Kentucky where he raises beef cattle and hay. 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, and municipal entities, offering customized financial planning and consulting with a range of investment management styles.

Lawson Brendle is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working closely with clients to define their financial goals and develop personalized portfolio strategies. He focuses on areas including education planning, executive compensation, legacy planning, personal retirement planning, portfolio management services, and serving clients in the sports and entertainment sectors. Lawson emphasizes a client-centered approach, adapting financial plans as individual circumstances evolve. He holds a Bachelor's Degree and a Master's Degree from Auburn University at Montgomery. Lawson has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His background reflects a commitment to collaboration and service, shaped by early experiences in sports and church community. Outside of his professional work, Lawson participates in community activities through Reality & Truth Ministries. His personal interests include basketball, football, golfing, table tennis, volleyball, spending time with family, and watching movies.

Douglass Donaldson Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and ten years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following five years at Wells Fargo Clearing. Outside of his advisory work, he has partial ownership in 3D Ventures, LLC, a non-investment business based in Louisville. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside investment modeling to support client strategies.

Christopher Hass is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include ten years at Parkland Securities and 20 years at SPC. Outside of his advisory work, he is involved in an investment club called Louisville Money Makers. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using a combination of proprietary research and third-party strategies.

Joseph Hamilton is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to joining Raymond James & Associates, he held roles at Robert Baird & Co. and JJB Hilliard WL Lyons LLC. 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 broad client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research resources.

Matthew Erxleben is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked for Southeast Christian Church for eleven years. Outside of his advisory role, he participates as a guest speaker and preacher at Christian camps and churches in Indiana and Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of investment advisory programs and maintains a large national advisor and branch network.

Maynard Hopper is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he pursues writing as a hobby, planning activities such as blogging, YouTube content, subscription email services, and self-publishing. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a wide range of portfolio management approaches and affiliated research.

Daniel Shepard is a financial advisor at Cetera with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including LPL Financial LLC and Ameriprise Financial Services. Outside of advising, he is a golf coach at Floyd Central High School, managing practices and tournaments for the golf team. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment strategies.

Lisa Clark is a financial advisor with Merrill in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 2017. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Alex Englund is a Series 66-licensed advisor with Robert Baird & Co., based in Louisville, KY, with seven years of industry experience. He previously worked at Edward Jones and Ranir LLC and has experience at both Grand Valley State University and the Greater Midland Community Center. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and advisory services, utilizing a blend of manager-traded and model-traded strategies supported by home-office research and incorporates advanced tools, including artificial intelligence, in client advice.

Alexander Blair is a financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company before joining Morgan Stanley in 2018. Outside of his advisory role, Blair serves as an assistant golf coach at Trinity High School in Louisville, KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured planning tools and investment research.

David Randles Jr. is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His work history includes roles at Wells Fargo Advisors, Bankers Life Securities, JP Morgan Chase Bank, and Wells Fargo Bank. Outside of his advisory work, he has had ownership in a rental property. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.