Michelle Solinger is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Nethery Insurance Agency, Lululemon, and JCrew Factory. Outside of her advisory role, she teaches physical education at St. Stephen Martyr Catholic School. 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, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by in-house research, manager selection, and strategic partnerships.

Steven King is a financial advisor at LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has worked at LPL Financial since 2017 and previously spent seven years with Private Client Services, LLC. In addition to his advisory work, King is a partner at Meyerowicz & King, PLLC, a CPA firm he has been involved with since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dean Donohue is a CFP® professional with 36 years of experience in the financial services industry, currently with Ameriprise since 1989. He holds a Series 63 license and serves clients from Finchville, KY. Outside of his advisory role, Donohue is chairman of the board for SportsWorld, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Bingjing Xu is a financial advisor at Ameriprise with nine years of industry experience. Xu holds a Series 66 designation and has worked at Ameriprise since 2017, with prior experience at Jjb Hilliard Wl Lyons LLC and Hilliard Lyons. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation.

Pierce Barber is a Financial Consultant at Fidelity Investments, where he helps clients develop financial plans tailored to their individual goals and objectives. His role focuses on guiding clients to feel confident about their retirement by utilizing the tools and resources available at Fidelity Investments to position assets for long-term success. Pierce's professional experience includes serving as a Financial Consultant at Fidelity Investments since 2024, and previously as an Investment Consultant at the same firm from 2023 to 2024. Prior to that, he worked as a Financial Advisor at PNC Investments from 2021 to 2023, and began his career as a Financial Advisor Trainee at Raymond James & Associates between 2019 and 2021. He also has experience as an Operations Associate at Family Financial Partners from 2018 to 2019.

Christopher Mallory is a financial advisor with Ameriprise in Prospect, KY, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Mallory serves as Treasurer on the Board of Directors for the North Oldham High School Boosters Club. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Chase Donohue is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. His prior roles include positions at HSBC Bank USA and HSBC Bank Middle East Ltd. He is also co-owner of CMD Services LLC, where he manages an advisory business. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes detailed Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Vincent Straight is a financial advisor with UBS Financial Services in Louisville, KY, holding a Series 66 designation and seven years of industry experience. Before joining UBS in 2018, he worked at Dick's Sporting Goods from 2015 to 2018 and attended Indiana University Southeast. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

Anthony Eurton is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to his finance career, he spent 13 years at Best Buy. 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions as both a broker-dealer and investment adviser.

Brian Hartman is a CFP® with 26 years of industry experience. He currently works at OSAIC, having joined in 2025 after nine years at Lincoln Financial Securities Corporation. Hartman is also the owner of Ruby Financial Planning LLC, where he offers various insurance products including disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including retail and institutional investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, using a range of analytical tools and investment options to construct portfolios for its clients.

Bradley Holland is a CFP® with 20 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Wealth Services, Concourse Financial Group Securities Inc, and Lincoln Financial Securities Corporation. Outside of his advisory role, he is active as a freelance bass player and vocalist. 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, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Corey Jones is a financial advisor at Ameriprise based in Louisville, KY, holding a Series 66 designation. He has held various roles including positions at Joe W. Taylor CPAs and New Covenant Trust Company, as well as experience in educational and retail settings. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Bradley Walker is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, having previously been with J.J.B. Hilliard, W.L. Lyons, Inc. since 2001. Outside of his advisory role, he serves on the board of NOBO Inc., a start-up medicinal cannabis holding and consulting company, where he provides organizational oversight and financial management guidance. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional allocations to complex and non-traditional investments.

Gabriel Fierros is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at JP Morgan Chase Bank and teaching engagements at Purdue University Global and Indiana University Southeast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction based on fundamental research, quantitative analysis, and systematic methodologies.

Derrick Rhodes is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2021 to 2024 and as a Financial Advisor at Merrill Lynch from 2017 to 2021. Derrick focuses on helping clients develop clear paths to pursue their financial goals. He counsels clients through the complexities of financial planning to build customized plans and manage risks. He is committed to empowering clients to be financially prepared for their futures. Outside of his professional work, Derrick's personal interests include fitness, football, social events with friends, parenthood, and reading.

Meagan Audas is a financial advisor at OSAIC with one year of industry experience. She holds the Series 66 designation and previously worked at Gilliam Mease Advisors for four years. Prior to her advisory career, she served with the Louisville Metro Police Department for nine years. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jamey Ventura is a financial advisor with LPL Financial, holding a Series 66 designation and based in Shelbyville, KY. He has experience across several roles since 2011, including a decade at Vermont State Colleges and four years with Healthcare Asset Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and various institutional platforms.

Betsy Olszanowski is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity in 2023 and has progressed through roles including Financial Representative and Relationship Manager. Betsy emphasizes the importance of building trust with clients to provide confident and effective service. Her experience spans client relationship management and financial planning within Fidelity Investments. Outside of her professional role, Betsy has interests in fitness and reading.

James Nettle is a CFP®-designated financial advisor with Edward Jones in Louisville, KY, bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Katharine Boyer is a financial advisor at Stifel with 46 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel since 1979. Outside of her financial advisory work, Boyer serves on the board of Critically Loved, a nonprofit supporting families with critically ill children, where she participates in organizing family events and serves as secretary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services built on proprietary investment analysis and forward-looking capital market assumptions.