James Adams is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999 and also maintains long-term involvement with Adams Co. Realtors Inc and The Adams Co. Adams serves on the board of directors for the Charlestown Chamber of Commerce. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Kevin Boehnlein is a financial advisor with Edward Jones in Clarksville, IN, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Amy Gilbert is a financial advisor with Edward Jones in Charlestown, IN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Zyia Active for four years and has been involved with Rodan and Fields since 2018, where she serves as a skincare consultant. Additionally, Gilbert coaches elementary girls basketball for Greater Clark County Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides services under a fiduciary standard.

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.

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 28 years of experience in financial advising, currently with Ameriprise since 1997. She is based in Louisville, KY, and has additional involvement as co-owner of a practice management company and Tracy Redmon Life Coaching, which focuses on helping individuals overcome limiting thoughts. She serves as Board Chair of Family Scholar House and is also a board member of Family, Inc. Ameriprise is a large institutional firm offering retirement-income planning services for clients typically with at least $1 million in net investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that employs research, modeling, and tax-efficiency analysis to produce tailored recommendation reports.

Robert Melillo is a financial advisor with Edward Jones in Louisville, KY, holding the ChFC® designation and Series 66 license. He has four years of industry experience, including roles in aviation and staffing prior to joining Edward Jones in 2021. Melillo has also engaged in flight instruction activities in his community. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Calvin Rasey is a financial advisor with OSAIC based in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Physicians Asset Services, LLC and Securities America Advisors, Inc. among other firms. Outside of advising, he is president of Riverbend Physicians, LLC, a marketing organization focused on financial services for the medical community, and serves as a board member of the Wolfcreek Homeowners Association. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services with a range of portfolio management options and access to third-party money managers.

Curtiss Scott is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Kentucky Trust, Nationwide Incorporated Investment Services, and Jefferson National Securities Corporation. Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and emphasizes ongoing manager selection supported by internal research and tools.

Tracy Hardin is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. Prior to joining LPL in 2023, Hardin held roles at Private Client Services, LLC and KFG Private Client Services. Outside of advisory work, Hardin is involved in selling non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

William Wolford is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including over a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Daniel Miller is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019. Prior to that, he was with J.J.B. Hilliard W.L. Lyons from 2012 to 2017. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Don Hardison is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 19 years of experience in the financial services industry. Since joining Merrill in 2017, he specializes in serving the wealth management needs of business owners, corporate executives, non-profit institutions, and entrepreneurs. Don focuses on developing personalized strategies for clients, their families, and businesses to help pursue both short- and long-term financial objectives. He holds a Bachelor of Business Administration degree in Finance and a Bachelor of Science degree in Sociology from the University of Kentucky, as well as an MBA in Applied Management from Indiana Wesleyan University. Don is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His advisory approach includes developing and managing customized portfolios with individual stocks, bonds, ETFs, and non-correlated assets. Don is involved with the American Lung Association - Louisville Chapter and participates in several professional and community organizations including the Financial Professionals Organization and the University of Kentucky Alumni Association. He is committed to collaborating with clients to create strategies aligned with their financial goals.