Michael Scheid is a financial advisor with Morgan Stanley Wealth Management in Louisville, KY, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is a co-owner of a property rental business and is involved in private mortgage lending. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Brett Mahle is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Sandra Ballard is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, specializing in tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Derek Bonifer is a CFA® charterholder with 18 years of industry experience, currently serving at Robert Baird & Co. He has held positions at Baird Trust Company, PNC Wealth Management, ARGI Investment Services, and PNC. Bonifer also works as an adjunct professor at Indiana University Southeast. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations, offering a range of portfolio management and financial planning solutions.

Carole Yates is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. 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, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Ramona Jenkins is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she serves as a committee member for The Family Place, a child abuse treatment agency, and is involved in direct sales for Mary Kay Cosmetics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning supported by structured discovery conversations and firm-approved tools.

Bradley Henderson is a financial advisor with Robert Baird & Co., holding a Series 66 designation. He has 15 years of industry experience, previously working at CSSI before joining Baird Trust in 2024. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Jonathan Slevin is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 13 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools, providing advisory services without delivering individual security recommendations as part of its standalone planning programs.

Jonathan Thompson is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elizabeth Fields is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and nine years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously was with JJB Hilliard WL Lyons LLC from 2016 to 2018. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research.

John Michael II is a CFP® credentialed financial advisor with 34 years of industry experience. He is currently with LPL Financial since 2024 and previously worked at Cambridge Investment Research Advisors, Inc. and Private Client Services, LLC. He is also the author of a book titled "A Stand for Truth." LPL Financial is an SEC-registered investment adviser and broker-dealer providing financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives.

Florence Chandler is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates, Inc. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

David Burks is a financial advisor at Robert W. Baird & Co. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baird since 2021, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. from 1983 to 2018. Outside of his advisory role, Burks serves on the board and finance committee of Maryhurst, a nonprofit agency supporting abused girls, and participates in the endowment committee at Douglass Boulevard Christian Church. He is also involved with Burks Spring Distillery, a whiskey aging project. The DDK Group at Robert W. Baird & Co., where Burks is based, provides tailored wealth management services to individuals, families, pensions, corporations, and charitable organizations, offering financial planning, portfolio management, and consulting through a range of traditional and alternative investment strategies.

Henry Wall is a financial advisor with Raymond James & Associates in Louisville, KY. He holds a Series 66 designation and has 13 years of industry experience, including 12 years with Raymond James & Associates. 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, institutional investors, and municipal entities, offering a range of financial planning, consulting, and advisory services supported by a nationwide network of advisers.

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.

Allissabeth Whittle is a financial professional with three years of industry experience. She holds a Series 66 designation and is currently affiliated with Cetera. Her prior experience includes roles with XY Planning Network and HTSG CPAs + Advisors. Whittle is also involved in tax preparation through her work with Cornerstone Tax Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party investment managers.

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.