Cassie Dunn is a Financial Consultant at Fidelity Investments, where she has been working since 2014 across various roles. Her current position follows a series of roles including Investment Consultant, Workplace Financial Consultant, National Retirement Planner, and Retirement Relationship Manager, all within Fidelity Investments. Her experience encompasses retirement planning, investment consulting, and client relationship management. She focuses on partnering with clients to develop financial plans tailored to their personal and family priorities. Outside of her professional work, Cassie has interests in cooking and baking, fitness, football, golf, and spending time with pets.

Anthony Tinsley is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Money Concepts Capital Corp and Benefit Planning Inc. He is also involved in non-investment business activities through TN Enterprises LLC and conducts seminars through Benefit Planning Inc. 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 variety of financial planning and investment management solutions, utilizing a large network of advisors and diverse strategies including model portfolios and third-party asset management.

Edith Yates is a financial advisor with UBS Financial Services in Louisville, KY, holding a Series 66 designation and three years of industry experience. She previously worked at Commonwealth Credit Union for seven years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering research-driven, model-based asset allocations tailored to client goals.

Simon Dickinson is a financial advisor at Stifel with eight years of industry experience. He has been with Stifel Nicolaus & Co since 2017 and previously worked at Western Kentucky University from 2012 to 2017. Dickinson holds the Series 66 designation. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology from its Investment Strategy Group, providing clients with asset allocation and financial planning analyses intended to support client decision-making.

Todd Metcalf is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved as a caregiver through the Michelle P. Waiver Program. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brenda Falkenstein is a financial advisor at Stifel with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Mickie Vallandingham is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Robert Baird in 2019, Mickie worked at Hilliard Lyons and Bennett & Bennett. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs supported by internal research and ongoing manager monitoring.

Whitney McNicol is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. Prior to joining Cetera Wealth Services in 2025, Whitney worked with First Allied Advisory Services and Waddell & Reed Inc. Beyond financial advising, Whitney is involved in several music-related ventures, including co-owning Mom's Music Inc. and owning McNicol Maxwell LLC (Maxwell's House of Music), which operate retail music stores and offer music lessons. Whitney also serves as a board member for the Max Music Well Foundation, a charitable organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nathan Schnurr is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to understand their short- and long-term financial goals. He collaborates with clients to co-create comprehensive financial plans tailored to their unique needs. Nathan joined Fidelity Investments in 2023 and has held several roles within the company, including Financial Representative, Investment Consultant, and currently Financial Consultant. Prior to that, he gained experience as an Operations Intern at Family Financial Partners from 2022 to 2023.

Christopher Schoenfelder is a financial advisor with Equitable Advisors in Louisville, KY, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC for eight years and was involved with the New Albany Lindy Blues and You organization. Schoenfelder is also an incorporator of Meyer Manor HOA, Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and leverages third-party advisory programs and asset managers to deliver tailored investment solutions.

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.

Jonathan Butcher is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

Mark Naber is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, LLC since 2009. Outside of his advisory role, he is involved in managing a partnership that consolidates University of Louisville sports tickets. The DDK Group at Robert W. Baird & Co., where Naber is based, serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services. Their approach includes a range of strategies from traditional equity and fixed-income allocations to more complex and non-traditional investments, supported by both in-house and third-party managers.

Paul Cook is a financial advisor with Osaic Wealth, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Osaic since 2000. Outside of his advisory role, Cook teaches Bible classes several times a year and serves as a corporate sponsor and advisory board member for a nonprofit organization. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs proprietary tools and multiple platforms to construct diversified portfolios tailored to client needs.

Jack Gapen is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual planning needs. He has been serving in this role since 2026. Jack has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. His experience encompasses client relationship management and financial planning within the firm.

Sherry Leavell is a financial advisor with Stifel in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Stifel since 1998. Outside of her advisory role, she is an author of devotional books and serves as a board member of the Midland Trail Golf Club, which she co-owns with her husband, and participates in a local charitable giving group called The 6:21 Experience. Stifel serves a diverse client base, including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

Andrew Shoemaker is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Ameriprise in 2022, he worked at Mercurio Wealth Advisors and LPL Financial. His background also includes roles outside finance, such as employment at Starbucks and involvement with Zeggz Amazing Eggs. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Matthew Powell is a financial advisor with UBS Financial Services Inc. in Louisville, KY, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Myra Ryan is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Ameriprise in Louisville, KY. Her prior roles include positions at Avantax Insurance Services, Avantax Advisory Services, Avantax Investment Services, McDaniel Wealth Management, and Radwan, Brown & Co. She serves on a local board of directors in Louisville. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.