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.

Teresa Appell is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with manager due diligence and applying an ESG eligibility framework when recommending strategies.

William Hayden is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 and Series 63 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Kenneth Graeter II is a financial advisor at Edward Jones in Louisville, KY, holding the ChFC® and Series 66 designations with five years of industry experience. Prior to joining Edward Jones, he worked at LPL Financial, Payton Wealth Management, and has experience in the golf industry, including operating a golf lessons business. Outside of finance, he has been involved in manufacturing through an investment in Mobile Ballistic Products, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets under management through a large national network of financial advisors and branch offices.

Noah Royal is a financial advisor at Raymond James Financial with Series 65 and Series 63 credentials. He has been in the industry for under one year, having previously worked at Cerity Partners and Western Kentucky University. Outside of finance, he was involved with The Bugs Ear from 2022 to 2025. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a wide advisor network with institutional consulting and portfolio management.

Paul Hogan is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC 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 additional brokerage, distribution, and investment management capabilities.

Nathaniel Jordan is a financial advisor at Edward Jones in Bardstown, KY, holding CFP® and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Kristen Hammack is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she serves as president of a nonprofit networking group focused on connecting and empowering women business leaders in Mt Washington, KY. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Terry Royal is a CFP® with 26 years of industry experience, currently serving as an advisor at Raymond James Financial. He previously worked at Edward Jones for 26 years before joining Raymond James in 2025. Royal also runs Royal Wealth and Retirement, a separate business entity based in Bardstown, KY. 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 offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Mcrae is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at various divisions within Raymond James since 2013. Outside of his advisory role, Mcrae serves on the Tennis Committee board at Big Spring Country Club and is an owner and financial advisor at Clearpath Financial LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm utilizes tailored, non-discretionary consulting approaches supported by advanced analytical tools and maintains specialized offerings, including a SIMPLE IRA Employer Advisory program and municipal advisory services.

Sarah Hite is a financial advisor at Edward Jones in Bardstown, KY, holding Series 63 and Series 66 credentials with 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved with Hite Enterprises, a real estate business, and is a beneficiary of an estate in Bardstown. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Jason Brumley is a financial advisor with Edward Jones, holding a Series 66 designation and having eight years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Aflac and Meijer. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, along with affiliated mutual funds and overlay tax-efficient services.

Daniel Sargent is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Best Buy Inc. for six years and Meijer Inc. for two years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Joshua Stewart is a Series 66-credentialed financial advisor with Edward Jones in Louisville, KY, with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on the board of the Fern Creek Chamber of Commerce and currently holds the position of Board President, assisting with planning community events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Zachary Mattingly is a financial advisor at Edward Jones in Bardstown, KY, holding the Series 66 designation. He joined Edward Jones in 2025 after spending 12 years at J.B. Hunt Transport. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and access to affiliated mutual funds, operating under a fiduciary standard.