John Watkins III is a CFA® charterholder and Series 63 licensed financial advisor with nine years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent three years with JJB Hilliard WL Lyons LLC. Outside of his advisory role, Watkins is involved in several business ventures including ownership interests in aviation and ranching LLCs. 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 variety of financial planning, portfolio management, and advisory services, combining internal research and manager oversight with distinctive features such as municipal advisory services and strategic partnerships.

David Very is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in financial advisory, specializing in working with financially astute clients who value factual information and seek to balance the benefits and risks of investment decisions. David's approach involves presenting clients with the pros and cons of various financial scenarios, allowing them sufficient time and information to make informed choices aligned with their goals. David's client focus includes areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. His advisory services cater to a diverse clientele including professors, engineers, accountants, physicians, attorneys, corporate executives, and multiple generations of families. He holds a Bachelor's Degree from Ball State University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, David enjoys basketball, hiking, reading, running, and spending time with his family.

Barry Blalock II is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments for seven years. Blalock serves as a board member for the Douglass Hills Swim & Dive Team, a youth organization in Louisville, KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Kevin Maynard is a CFA® charterholder with 12 years of industry experience. He is currently with Charles Schwab, where he has worked since 2022, and previously held roles at Kentucky Farm Bureau Insurance and Sortino Advisory Partners. He serves as a board member for Kaiser Home Support Services and as an advisory board member for 4B Healthcare, Inc. Charles Schwab & Co., Inc. 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 and discretionary advisory solutions supported by multi-asset model portfolios and centralized custody and supervisory infrastructure.

Steven Vincent is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he and his team assist clients and their families in achieving their financial goals. He provides support in navigating various financial circumstances, including planning for retirement and managing liquidity events. Steven's expertise focuses on areas such as divorce transition planning, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategies. He works closely with clients to identify their primary goals and needs, including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. With a disciplined approach, he crafts customized financial strategies designed to help clients build, manage, and preserve their wealth. He holds a bachelor's degree from the University of Louisville and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In his personal time, Steven enjoys fishing, golfing, and traveling.

Jeryl Strauss is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds the Series 63 designation and has been associated with Raymond James and Stock Yards Bank and related entities since 2016. In addition to his advisory role, Strauss holds multiple assistant operations manager positions at Stock Yards Bank and its affiliated financial services companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance activities through a unique affiliation with a municipal advisor.

Austin Hays is a CFP®-credentialed financial advisor with Robert Baird & Co., bringing 10 years of industry experience. He has worked at Robert Baird since 2019 and concurrently at Jjb Hilliard Wl Lyons LLC since 2015. Outside of his advisory roles, he serves as a board member on the investment and finance committee of the Shelbyville Kiwanis Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a wide range of investment strategies.

Kevin Raque is a financial advisor at LPL Financial with 29 years of industry experience. He has been with LPL Financial since 2003 and holds Series 63 and Series 65 licenses. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Chad McCauley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from Bellarmine University and has 26 years of experience in the financial services industry. In his role, Chad helps clients develop strategies to manage their personal and business finances, focusing on areas such as family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. He emphasizes prompt service and prioritizes clients' needs in alignment with Merrill's client-first principle. Chad resides in Louisville, KY with his wife Stacy and their two children. He is active in the community and involved with Friends School, where he serves on the board of directors. Outside of work, his personal interests include golfing, hiking, and spending time with his family.

Michael Kuhn is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Fifth Third Securities, Inc. and Fifth Third Bank, where he worked for over a decade. 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 tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex and non-traditional investments.

Jeffery Grantz is a financial advisor at Edward Jones in Jeffersonville, IN, holding a Series 66 designation. He joined Edward Jones in 2025 after working in the orthopedics industry with Zimmer Biomet Orthosolutions and OrthoMidwest Depuy Synthes. 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, managing approximately $1.01 trillion in assets.

Brent Gillies is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been associated with JJB Hilliard WL Lyons LLC since 2016. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. Baird offers a range of advisory services including financial planning, portfolio management, and separately managed account programs, supported by internal research and advanced tools such as artificial intelligence.

Steven Whitcomb is a financial advisor with Charles Schwab in Louisville, KY, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of his advisory role, he is co-owner of ChesterHeights LLC, a family partnership involved in the commercial breeding and selling of thoroughbreds. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, brokerage, custody, and financial planning services. The firm is notable for its large scale, integrated operational structure, and multi-asset investment approach.

Robert Cregor is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ganna Kravchuk is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in personalized wealth management strategies designed to align with clients' evolving financial goals and changing market conditions. Ganna focuses on areas including corporate benefits, divorce transition planning, family wealth management, retirement income, tax minimization, and small business strategies, among others. She holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from the University of Louisville. Ganna earned both her Master's and Bachelor's degrees from Kiev National Linguistic University. Fluent in Ukrainian, Russian, and English, she utilizes her expertise to provide clear investment recommendations and financial advice tailored to individual client needs. Outside of her professional work, Ganna enjoys interior decorating, reading, traveling, and spending time with her family. Her approach centers on helping clients uncover what matters most to them and their families in order to pursue their financial objectives.

Jax Goldberg is a financial advisor with UBS Financial Services holding a Series 66 designation. He has been with UBS since 2022 and previously worked in educational roles at the University of Louisville, Samford University, and Saint Xavier High School. 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 integrates institutional trading capabilities with wealth management, offering proprietary research and a broad service platform.

Thomas Barnes Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a partner in two restaurant and nightclub ventures in Louisville, Kentucky. 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 including tailored financial planning, supported by structured discovery processes and firm-approved planning tools.

William Kaiser is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. Outside of his advisory role, Kaiser coaches cross country and track at Providence High School in Clarksville, IN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

William Benoit Jr. is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a wide range of capital markets and advisory solutions.

Christina Harmon is a CFP® and ChFC® with 17 years of industry experience. She is currently with Wells Fargo Clearing and has previously worked at firms including Michael Bush, Northwestern Mutual Investment Services LLC, and Robert Baird & Co. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.