Haley Turner is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, she held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, she has been involved with the University of Kentucky’s Residence Life and tutoring programs for University of Kentucky Athletics. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Bailey Mack is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and two years of industry experience. Prior to joining Baird, Bailey worked at Hogan Lovells and has a diverse background that includes time with the Malaysian-American Commission on Educational Exchange as well as extended travel. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Adam Applegate is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for five years. He serves as a board member and fundraising chair for Cub Scout Pack 175 in Jeffersontown, Kentucky. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Arnold Staton Jr. is a financial advisor with Equitable Advisors in Louisville, KY, holding Series 66 and Series 63 licenses and having 10 years of industry experience. His prior roles include positions at GWN Securities, AIG, Valic Financial Advisors, AXA Advisors, and Optum. Outside of advisory work, he is involved as an independent agent in fixed insurance sales. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a broad network of Investment Adviser Representatives and third-party asset managers.

Robert Crady III is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons LLC for ten years before joining Robert W. Baird in 2019. Crady serves as a finance committee member for the Cabbage Patch Settlement House, assisting with budgeting and meetings with money managers. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pension plans, corporations, and charitable organizations. The group offers a range of investment management strategies including discretionary and non-discretionary portfolios, separately managed accounts, and overlay services, with capabilities extending to municipal advisory and public finance.

Michael Lindemann is a financial advisor with LPL Financial based in Louisville, KY. He holds the Series 66 designation and has 18 years of industry experience, including 14 years at Securities America Advisors and Securities America, Inc. He also works as a term insurance agent through Sequoia Advisor Group. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

L Speiden Jr. is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. Prior to joining Baird, he worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2016 to 2019. He participates on the finance committee of KMAC, a nonprofit organization in Louisville. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jennifer Bauer is a financial advisor with Raymond James & Associates in Louisville, KY. She holds a Series 66 designation and has 15 years of industry experience, including 13 years with Raymond James. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Cristalle Vivona currently serves as a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In her role, she collaborates with a team of specialists to provide goals-based wealth management services tailored to affluent families, accomplished professionals, and large institutions. Prior to her career in wealth management, Cristalle was a practicing attorney and a successful grant writer for a large local nonprofit organization. She holds a Bachelor's Degree from Bellarmine University and a Juris Doctorate Degree from the University of Kentucky. Cristalle is actively involved in her community, serving on the Bellarmine Alumni Board and participating in organizations such as Gilda's Club Kentuckiana and St. Edward Catholic Church. Outside of work, she enjoys traveling, reading, hiking, camping, and supporting local interests including the Bellarmine Knights and the city of Louisville.

Sam Ellington is a CFA® charterholder and registered investment advisor with seven years of industry experience. He is currently with Robert Baird & Co., where he has worked since 2020, following prior roles at Hilliard Lyons Trust Company and PNC Wealth Management. He serves on the investment and finance committees of the Kentucky Science Center and Volunteers of America Mid-States, where he also holds the treasurer position for the former. The DDK Group at Robert W. Baird & Co., where Ellington works, serves a broad range of clients including individuals, businesses, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes manager-traded and model-traded strategies supported by internal research and technology tools.

Latheresa Montgomery is a financial advisor at Morgan Stanley in Louisville, KY, with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize firm‑approved tools and strategies, managing approximately $2.74 trillion in client assets.

Barrett Norris is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 66 designation and has been associated with Cetera and Cetera Wealth Services, LLC since 2013. He also operates a securities business under the DBA Commonwealth Capital Management, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that 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 consulting services through a large nationwide network of independent advisors and employs a multi-manager platform with various investment program options.

Jerry Tyler is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing Services, and Morgan Stanley Private Bank. Outside of advisory work, he is a partner in Best Tyler LLC, which owns a Papa Murphy Pizza franchise. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and supports client decisions with a range of portfolio management styles and affiliated research.

Brent Martin is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 registrations and possessing 11 years of industry experience. Prior to his advisory role, he served for 20 years with the Louisville Fire Department and currently owns a painting business. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody services.

Matthew Mc Dowell is a financial advisor at Equitable Advisors in Louisville, KY, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, his work background includes roles outside the financial industry, including positions at Taco Bell and Chuys. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary programs and third-party advisory models.

Michael Swindall is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons, LLC from 2015 to 2019. He serves as Treasurer for the Louisville Fellows Program and is a board member on the finance committee at St. Francis in the Fields. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, as well as tax management and direct indexing.

Colleen Abate is a financial advisor with LPL Financial in Louisville, KY, holding CFP®, Series 65, and Series 63 designations. She has nine years of industry experience, previously working at Ameriprise Financial Services and ARGI Investment Services. Outside of her advisory role, she provides community living support through Seven Counties, a non-investment activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Kathy Weil is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her career includes roles at J.P. Morgan Chase Bank, Bank of America, Merrill, PNC Wealth Management, and Morgan Stanley. Outside of finance, she is an owner and partner of Pet Collars, LLC, a business that sells handmade dog and cat collars. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence combining quantitative and qualitative research to develop model asset allocations, incorporating ESG considerations and broader derivatives capabilities.

Kathryn Zalla is a financial advisor at UBS Financial Services with seven years of industry experience. She has been with UBS since 2018 and holds the Series 66 designation. Prior to her advisory role, she was involved with Water + Oak Outdoor Company and Camp Hi-Ho from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Mark Jesse is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Norton Healthcare and Baptist Healthcare. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary management and separately managed account programs.