Todd Klinglesmith is a CFP® professional with 20 years of experience in financial advising. He has been with Edward Jones since 2005, based in New Albany, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Newman is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and seven years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously held positions at JJB Hilliard WL Lyons LLC and Forcht Bank, N.A. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and overlay services.

Sarah Huelsman is a Wealth Management Advisor based in Louisville, Kentucky, affiliated with Merrill as a Resident Director. She brings nearly two decades of experience in the financial industry, focusing on areas such as college education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, and supporting women and wealth. Sarah holds Series 7 and 66 FINRA registrations as well as professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). She earned a bachelor's degree in economics from Centre College and an MBA from the University of Louisville. Sarah balances her professional career with an active family life, residing in St. Matthews, Kentucky with her husband and two children. Her personal interests include fishing, reading, spending time with family, traveling, and watching movies. Sarah is involved in her community through volunteer work at Holy Trinity Catholic Church and is a member of The Fillies Inc. She has a particular appreciation for Derby season as part of her local engagements.

Trey Mulligan is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and having 13 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked with JJB Hilliard W.L. Lyons, LLC from 2012 to 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm provides a range of financial planning, portfolio management, and brokerage services, supported by internal research, manager selection, and advanced investment strategies.

Lindsay Rhodes is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2017 to 2025. Earlier in her career, she was involved in the bridal retail industry and the restaurant sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher Lynch is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Baird Trust Company and Fifth Third Bank. 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 options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Gregory Mullaney is a financial advisor at LPL Financial with 17 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining LPL Financial in 2024, he spent 15 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in a tax preparation and bookkeeping service through Somnio CPAs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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, utilizing both discretionary and non-discretionary investment strategies.

Kristina Richards is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. Richards serves as PTA Vice President at Lincoln Elementary Performing Arts School in Louisville, KY. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Kevin Wheeler is a financial advisor at Merrill with Series 63 and Series 65 designations and one year of industry experience. Prior to joining Merrill in 2026, he worked at Fifth Third Securities and Fifth Third Bank and held teaching roles at Bellarmine University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Andrew Day is a financial advisor at Ameriprise with a Series 66 designation. He has been with Ameriprise since 2025 and has prior work experience at SS&C Technologies, Inc. outside of the financial advisory industry. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focusing on retirement income planning through written reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

John Herring is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Peter Pagano is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing three years of industry experience. His prior work includes roles at SCS MGMT LLC and Ameriprise, alongside managing a family business, Alla Famiglia LLC dba Mercato Italiano, for four years. He is also involved in a real estate business, C&P Real Estate LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by a large network of advisors and extensive resources.

Steven Holley is a Senior Financial Advisor at Merrill Lynch Wealth Management in Louisville, Kentucky. He joined Merrill Lynch in May 1995 after completing a 20-year career as an officer in the United States Army. Steven holds a Master's Degree in Business from Webster University and a Bachelor of Science Degree from the University of Kentucky. He is also a Personal Investment Advisor (PIA). With 30 years of experience as a Wealth Management Advisor, Steven assists clients in areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. His approach emphasizes building lasting relationships based on trust and competence through objective development, risk assessment, plan implementation, and results tracking. Steven collaborates with clients' attorneys, accountants, and other advisors to coordinate financial and legacy strategies. Outside of his professional role, Steven is married to his wife Faye, and they have two daughters who are part of the Holley, McCauley & Associates team. The family has been active members of the Westport Road Church of Christ for 30 years. Steven enjoys adventure sports, chess, hiking, hunting, spending time with family, and traveling.

Benjamin Williams is a financial advisor with LPL Financial in Louisville, KY, holding a Series 66 credential and 19 years of industry experience. He previously worked for L.M. Kohn & Company for 16 years and has been associated with Green & Halliburton for over two decades, where he is also involved in Medicare insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions supported by advanced research tools and serves a large network of advisors managing over $819 billion in discretionary assets.

Alma Tucker is a financial advisor with Edward Jones in Louisville, KY, holding Series 63 and Series 65 designations and having 35 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Matthew Petty is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 26 years of industry experience. He previously worked at PNC Investments for 19 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. His current role includes advisory services within Morgan Stanley's wealth management division. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured tools and oversees approximately $2.74 trillion in client assets.

Rebecca Lovan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Raymond James since 2021 and previously spent 12 years at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research, while also providing municipal advisory services and specialized employer retirement plan consulting.

Thomas Fischer is a CFP® professional at OSAIC with 43 years of industry experience. He has been affiliated with OSAIC since 2024 and previously operated Fischer LLC since 2009. Fischer is also part owner and solicitor for Queen City Capital Management LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers a range of brokerage, advisory, and managed-account services, utilizing firm-provided asset-allocation tools and third-party management solutions.

Samuel Morton is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at firms including Investment Centers of America and Chase Investment Services Corp. Morton operates Morton Financial Services, an investment-related business affiliated with his LPL practice. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Hilary Persley is a CFP®-certified financial advisor with 25 years of industry experience, currently serving clients at Edward Jones in Louisville, KY since 2010. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products.