Andrew Bronger is a financial advisor at Robert Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird since 2019 and J.J.B. Hilliard, W.L. Lyons, Inc. since 1999. Outside of his advisory role, he coaches lacrosse at Oldham County High School. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Angela Taylor is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Robert Baird & Co. since 2019 and concurrently with J.J.B. Hilliard W.L. Lyons, LLC since 2013. Angela 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 institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and offering various portfolio management options including discretionary, non-discretionary, and separately managed accounts.

Sarah Barnes is a financial advisor at Ameriprise in Louisville, KY, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Nationwide Advisory Solutions and the University of Louisville. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income reliability and tax-aware withdrawal strategies.

Alex Cartwright is a Financial Consultant at Fidelity Investments, a role held since 2022. Prior to this, Alex has held several positions within Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, with continuous service at the company since 2019. Alex collaborates with clients to identify priorities in their personal and financial lives, aiming to build long-lasting relationships based on mutual respect and trust. The approach focuses on understanding clients' goals and objectives to develop financial plans that work towards providing peace of mind.

Michael Snyder is a financial advisor with Ameriprise in Goshen, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes nine years at JJB Hilliard W.L. Lyons LLC before joining Ameriprise Financial Services in 2017. Outside of advising, he serves on several boards including The Mahan Foundation, the Oldham County Deputy Sheriff's Merit Board, and the Kentucky Thoroughbred Association. Ameriprise offers a retirement-income planning service primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations. The firm delivers advisory, brokerage, and insurance solutions through affiliated companies and emphasizes a structured, algorithm-supported approach to retirement income planning.

Tracy King is a financial advisor with UBS Financial Services in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Logan Kalb is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Louisville, KY, with three years of industry experience. His prior roles include positions at Apple Inc., The Prudential Life Insurance Company of America, and Best Buy. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in recommending eligible strategies.

Zachary Evans is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2016. Outside of his advisory role, he serves as treasurer for the Lakeview Rotary Club, a volunteer organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing clients with analyses and guidance to support their financial decisions.

Patrick Ritter is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and Centris Wealth Management, and spent four years at Western Kentucky University. Ritter serves on the Board of Directors for the Kentuckiana Financial Planning Association as the Next Gen Coordinator. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Clare Blim is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, Clare held roles in various organizations including Pure Barre and Advanced Global Communications. The DDK Group at Robert W. Baird & Co., where Clare works, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies with ongoing internal research and monitoring.

Eric Wheeler is a CFP® with 36 years of experience in financial advising, currently affiliated with Raymond James Financial in Louisville, KY. He has worked with various divisions of Raymond James since 2006 and operates Wheeler Wealth Management, LLC. Outside of his advisory work, he is the author of an e-book. 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 institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its affiliated municipal advisor.

Cody Covert is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2015, progressing through positions including Relationship Manager, Financial Representative, and High Net Worth Associate. Cody focuses on connecting with clients personally to understand their needs and assist them in working towards their retirement goals. He collaborates with his team to deliver the expected level of service and to develop plans that clients feel comfortable with. Outside of his professional work, Cody engages in family activities and enjoys fitness, golf, and soccer.

Donald Hunter is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Directors for Augsburg College and is President of the CFA Society of Louisville. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides tailored retirement income planning utilizing a combination of proprietary research, third-party data, and algorithmic tools.

Amy Hanlin is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds the Series 66 designation and has worked at Baird since 2020, following eight years at U.S. Bank. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Steven Smith is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Robert Baird & Co. since 2019 and also maintains a role at J.J.B. Hilliard W.L. Lyons, LLC since 2013. 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, utilizing both in-house and third-party managers along with overlay services and various investment strategies.

Hannah Witt is a financial advisor at Stifel in Louisville, KY, holding a Series 66 designation with six years of industry experience. She has been with Stifel Nicolaus since 2020 and has prior work experience with Robert Half, Olin Brass, and Elite Built Homes. Stifel serves a broad range of clients, including individuals and institutional entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Heather Sparks is a Financial Consultant at Fidelity Investments, where she has been working since 2020. In her role, she prioritizes her clients' goals and objectives to help them achieve clarity and confidence in their financial futures. Heather aims to build trust with her clients to the extent that they feel comfortable referring their close family and friends to her. Her approach centers on aligning financial strategies with the specific needs of each client. Outside of her professional work, Heather is interested in family activities, spending time with pets, and reading.

Mark Damron is a CFP® professional with 32 years of industry experience, currently serving at LPL Financial since 2000. Based in Louisville, KY, he holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology and a broad platform of financial services.

Elizabeth Trotter is a financial advisor with Thrivent Investment Management in Louisville, KY, holding a Series 66 designation and seven years of industry experience. She has worked at Thrivent Financial since 2019 and previously at American Income Life and Humana. Trotter serves as president of Women in Networking, a group focused on professional networking, support, and business best practices for women. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive planning across various topics and the option to combine planning with managed accounts through a consolidated billing system.

Ethan Puffer is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside finance, such as managing APHIX Lawn Services and working at BrightSpring Health Care and Polo Fields Country Club. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs model-driven investment strategies developed by internal and third-party portfolio strategists and offers financial planning, access to third-party asset managers, and affiliated non-securities services.