Tina Williams is a financial advisor with UBS Financial Services in Louisville, KY, holding a Series 66 designation and 26 years of industry experience. She has worked at UBS Financial Services since 2013 and previously at Banc One Securities Corporation from 2000 to 2006. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Katelyn Shiver is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation. She has been with Baird since 2025 and has prior experience working at Tennessee Technological University and Darling State of Mind. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and tools in delivering client advice.

William Holladay is a financial advisor with LPL Financial in Louisville, KY, holding a Series 66 designation and eight years of industry experience. His career includes roles at Old National Bank, Truist Advisory Services, BB&T, and PNC Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Kevin Northup is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and bringing 15 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, LLC since 2010. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients with customized wealth management solutions, offering a range of portfolio management and consulting services tailored to client goals and risk tolerances.

Sophie Stallings is a financial advisor with Robert W. Baird & Co., holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Baird, she worked at ARGI and spent ten years in education. Outside of finance, she works part-time as a Community Living Support Worker assisting an intellectually disabled adult with daily activities and community involvement in Louisville, KY. Baird’s DDK Group serves individuals, corporate clients, pension plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm utilizes a mix of manager-traded and model-traded strategies, tax management, and internal research tools to deliver advisory services.

Matthew Doane is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and two years of industry experience. His prior work includes roles at LPL Financial LLC, Redwood Legal Group, PLLC, and legal and nonprofit organizations. He is also a licensed notary in the state of Kentucky. Matthew is part of the DDK Group within Baird’s Private Wealth Management department, which serves a variety of clients including individuals, corporate entities, pensions, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and advisory services with an emphasis on manager-traded and model-traded strategies supported by in-house research and technology.

Anne Cheaney is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses such as Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Amanda Connaughton is a CFP® professional with six years of industry experience. She is currently with Cetera Wealth Services, LLC and Cetera, and has previously worked at Concourse Financial Group Securities Inc. She serves on the Junior Board of Savvy Ladies, supporting its educational programs and fundraising efforts. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and access to various program platforms and third-party managers.

Michael Russell is a financial advisor at Robert Baird & Co. with 26 years of industry experience and holds a Series 66 designation. He has worked at Robert Baird & Co. since 2019 and previously at JJB Hilliard WL Lyons LLC and Hilliard Lyons from 2003 to 2017. Outside of his advisory work, he is a member and owner of Vanguard Crossfit LLC. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through comprehensive wealth management services, including financial planning, portfolio management, and custody. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Tyler Mattingly is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 credential and has prior involvement with the University of Kentucky Education Abroad and the James B. Beam Institute. Outside of his advisory role, he works seasonally as a golf caddie at Valhalla Golf Club, providing on-course support to club members and guests. 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 and non-discretionary investment consulting supported by a nationwide adviser network and a broad range of portfolio management styles.

Fay Clark is a financial advisor with OSAIC and holds a Series 66 designation. Clark has 12 years of industry experience and has been associated with Financial Services Center Inc. since 2000. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by a broad network of affiliated advisers and employs asset allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes.

Marie Carney is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding Series 63, 65, and 66 licenses and 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she holds power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

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.

Darrell Thomas is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 63 designation and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 12 years before joining Raymond James. Raymond James & Associates is a large 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—and offers comprehensive financial planning and advisory services supported by extensive research and a variety of portfolio management strategies.

Randa Abner Peden is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including personalized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through employer 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.

Eric Scott is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 license and 15 years of industry experience. He has been with Morgan Stanley since 2011, including roles at Morgan Stanley Smith Barney and the Morgan Stanley Private Bank. Outside of his advisory role, Scott is president of The Divorce Alliance, a nonprofit organization based in Louisville. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

John Duncan is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and with 46 years of industry experience. He has been associated with various Morgan Stanley entities since 2007. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market scenario modeling.

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.