Preston Cameron is a CFP® professional at Stifel with four years of industry experience. He has worked at Stifel since 2022 and previously held positions at The University of Southern Indiana, Butler University, and Saint Xavier High School. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Holland is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019. He also has a long-standing involvement with LifeGate Church. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored consulting and portfolio services to individuals, families, institutions, and charitable organizations. The group offers a range of investment strategies and management approaches, including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay services.

Mark Delton is a financial advisor at Charles Schwab with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at firms including PNC Investments, LPL Financial, and Prudential Insurance. He has also operated Mark Delton Coaching since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment options supported by centralized custody and supervisory infrastructure.

Nicholas Reisenbichler is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 16 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent ten years at J.J.B. Hilliard, W.L. Lyons LLC. Outside of his advisory role, he is involved in maple syrup production at LM Sugarbush and serves as treasurer for a local youth group. 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 provides tailored financial planning and portfolio management services using both in-house and third-party managers, with offerings that include traditional and non-traditional investment strategies.

Rebecca Konkle is a financial advisor with Edward Jones in Jeffersonville, Indiana, holding CFP®, Series 63, and Series 65 designations and bringing 15 years of industry experience. She previously worked at Wells Fargo Advisors and Axiom Financial Strategies GRP/Lion St Fin/Spring St Solutions. Konkle serves as Board President for Habitat for Humanity Clark & Floyd Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and a large national network of advisors and branch offices.

Jameson Moore 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 N.A. since 2019, with prior roles at Skybridge Resources, Toyotetsu America Inc, Belk, and Eastern Kentucky University. 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 network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Meta Burris is a financial advisor at Edward Jones with a Series 66 designation and two years of experience in the industry. Prior to joining Edward Jones, Burris worked for 11 years at Lowe's Home Improvement in a customer service role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as its fiduciary standard and additional services such as trust capabilities and securities-based lending.

Tina Foster is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process utilizing approved tools and does not provide individual security recommendations as part of its standalone planning services.

Zachary Hammond is a financial advisor with Charles Schwab in Louisville, KY, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at Charles Schwab since 2018, with prior roles at MCF Advisors LLC and FIDELITY Brokerage Services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary SMA portfolios, supported by a large integrated operational structure.

Carl Heick III is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2005. Outside of his advisory role, he serves as president of the Blankenbaker Professional Park Condo Council of Co-Owners and is involved with CASA of the River Region as a board member. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations primarily for assets managed within Ameriprise.

Joe Frederick is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding a Series 66 designation and four years of industry experience. He has been affiliated with Cambridge Investment Research in various capacities since 2019 and also works as a supervisor at United Parcel Service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management approaches and custody platforms.

Jason Ogle is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at New York Life and NYLIFE Securities LLC and has held roles in various other companies including WCB and Steel Technologies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including multi-manager funds and fund-of-funds, and employs systematic methodologies alongside oversight of sub-advisers and share class evaluations.

Jenn Czubak is a Financial Consultant at Fidelity Investments since 2022. She partners with individuals and families to help them understand their options and build goal-oriented financial plans aimed at supporting their pursuit of a fulfilling life. Her areas of focus include retirement planning, income strategies, risk management, protection strategies, and estate planning considerations. In her role, Jenn applies her expertise to develop financial strategies tailored to her clients' unique goals and circumstances. She works closely with clients to navigate complex financial decisions and supports them in achieving long-term financial security. Outside of her professional work, Jenn enjoys activities such as Barre, hiking, horseback riding, Pilates, outdoor adventures, and traveling.

Benjamin Arnold is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. Arnold has also been employed with Jefferson County Public Schools for over a decade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and investment consulting services supported by a nationwide adviser network and a range of portfolio management styles.

Jacob Stevenson is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has been involved in various roles including operating Door2Door Financial, a financial services and planning firm where he serves as operations manager. Outside of advisory work, Stevenson is also a business operations coordinator at Morley Roofing and works as a delivery driver for DoorDash. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment strategies and affiliated resources.

Rui Mao is a CFP®-certified financial advisor with five years of industry experience, currently with Edelman Financial Engines. Prior to joining Edelman Financial Engines in 2026, Rui worked at Fidelity Investments. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace solutions, planner-led wealth management, and online advice, using a committee-driven proprietary modeling process combined with planner delivery and online tools.

Kenneth Allen is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and Centra Credit Union, as well as work outside finance in education and retail. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions supported by integrated custody and brokerage services.

William Henderson is a CFP® with 26 years of experience in the financial services industry. He is currently with Raymond James & Associates and previously spent 20 years at PNC Investments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Stephen Wilkinson is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing nearly three decades of experience in wealth management and banking. He is committed to providing a positive client experience by focusing on listening carefully to clients and addressing their unique goals and concerns. Stephen specializes in areas such as college education planning, executive compensation, family wealth management strategies, and retirement income. Prior to joining Merrill Lynch in 2020, Stephen held financial advisory roles at PNC Investments for seven years and spent more than 15 years at Wells Fargo Advisors and River Valley Bank. He leverages Merrill research and portfolios to create diversified investment strategies tailored to clients’ risk tolerance, timelines, and liquidity needs, incorporating alternative investments when appropriate. Stephen also collaborates with clients' CPAs and attorneys to develop tax-minimization and estate planning strategies, and provides access to various lending options through Bank of America, N.A. Stephen holds a Personal Investment Advisor (PIA) designation and earned his high school diploma from Providence High School. He lives in New Albany, Indiana with his wife, Kelly, their two children, and their Golden Retriever. Outside of work, Stephen enjoys hiking, adventure sports, swimming, music, traveling, and spending time with his family. He is actively involved in supporting the University of Louisville Hospital Neonatal Intensive Care Unit and is dedicated to volunteering within his community.

Phillip Gross is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2014. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.