Kathryn Zalla is a financial advisor at UBS Financial Services with seven years of industry experience. She has been with UBS since 2018 and holds the Series 66 designation. Prior to her advisory role, she was involved with Water + Oak Outdoor Company and Camp Hi-Ho from 2016 to 2018. 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 combines institutional trading capabilities with wealth management and uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Mark Jesse is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Norton Healthcare and Baptist Healthcare. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary management and separately managed account programs.

Linda Marcukaitis is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2014 as a part-time Client Associate and entered the Merrill Financial Advisor training program in 2017. In 2018, she became a fully licensed Financial Advisor and currently supports the team in her senior role. Linda’s expertise includes family wealth management strategies, personal retirement planning, and portfolio management services. She holds a bachelor's degree from Indiana University and an MBA from the University of Louisville. Additionally, she maintains Series 7 and 66 FINRA registrations and holds the Personal Investment Advisor (PIA) designation. Prior to joining Merrill, Linda worked in the banking industry. Outside of her professional work, Linda enjoys reading, traveling, and spending time with her family. She resides in Prospect with her husband, Brian, and their two children.

Angela Lueke is a financial advisor with Robert Baird & Co. in Georgetown, Indiana, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent over two decades with J.J.B. Hilliard, W.L. Lyons, Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

Carl Thomas is a financial advisor at Robert Baird & Co. in Louisville, KY, holding CFP® and Series 66 designations with 18 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent over a decade with Hilliard Lyons and its affiliated firms. Outside of his advisory role, he holds a family farm in Louisiana. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Zachary Kamber is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, he serves on the Advancement Committee of Uspiritus and is active in the University of Kentucky and Pi Kappa Alpha alumni associations. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with capabilities in public finance and municipal work alongside its retail advisory services.

Jeslyn Monroe is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. She has worked at Robert Baird & Co. since 2019 and simultaneously at Jjb Hilliard Wl Lyons, LLC since 2016. She 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, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services.

Nicholas Tompkins is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with nine years of industry experience. He has worked at Robert Baird & Co. since 2019, following previous roles at JJB Hilliard Lyons W L Lyons and JJB Hilliard WL Lyons LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides financial planning, portfolio management, and brokerage services, tailoring investment strategies to client goals and risk tolerances through a mix of in-house and third-party managers.

James Bowman II is a financial advisor with Merrill in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Merrill since 2007 and Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s broader platform enables access to a wide array of products and services beyond traditional investment management.

Shawn Edelen is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017, following roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves on the boards of Mount St. Francis Sanctuary and Brandon's House Counseling Center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing a range of portfolio management options and proprietary as well as third-party strategies.

John Craddock is a CFA® charterholder and Series 63 licensed financial advisor with three years of industry experience. He is currently with Robert Baird & Co., having previously worked at Baird Trust, Kentucky Farm Bureau, PNC, and Invesco. John is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies and overlay services.

Henry Hensley is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James Financial since 1999 and has served as a guest speaker since 2013. Outside of his advisory role, he writes, produces, performs, sells, and licenses original music. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice through various account types while maintaining client decision authority.

Susan Claywell serves as a Branch Leader at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Planning Consultant at Fidelity Investments from 2023 to 2025. Her experience also includes positions as Assistant Vice President and Investment Executive at Fifth Third Securities between 2022 and 2023, and as a Wealth Management Advisor at TIAA from 2016 to 2020. In her leadership role, Susan focuses on fostering a collaborative and transparent culture that supports both client service and team development. She emphasizes the importance of integrity and a growth mindset in building a motivated and trustworthy team environment. Outside of her professional endeavors, Susan's interests include food, gardening, outdoor adventures, pets, photography, and scuba diving.

William Mc Clure is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, Cerity Partners, ARGI Investment Services, Indiana University Southeast, and Faurecia. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services, including financial planning, portfolio management, and separately managed accounts, supported by internal research and investment tools.

Whitney Conn is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2025, Whitney worked at Stock Yards Bank & Trust and Robert Baird & Co., and has experience from Hilliard Lyons. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification and modern portfolio theory in their investment evaluations.

Stephanie Valsted is a financial advisor at Morgan Stanley in Louisville, KY, with 23 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with additional activities including private funds and principal trading.

Ronald Laughlin is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Primerica Financial Services and PFS Investments Inc. since 2000 and is involved with the YMCA and Port Royal Methodist Church. He also receives non-investment-related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jason Scarpellini is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2021. Prior to this, he worked at PNC Bank and PNC Investments for ten years. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and institutional consulting, with a notable focus on public finance and municipal services.

Patrick Hancock is a financial advisor with Raymond James Financial based in Louisville, KY, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at The Walt Disney Company and Molson Coors Beverage Co. Hancock is involved in his community as a member of an advisory board supporting university leadership and participates as a radio color analyst and sports radio cohost focused on Louisville basketball. He is also a part-owner of Clearpath Financial LLC and is in the process of acquiring a stake in a local pizza restaurant. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to municipal entities. The firm offers tailored, typically non-discretionary services that include portfolio reviews, manager due diligence, and comprehensive financial plans, supported by a broad affiliate network and a specialized program for small business retirement plans.

Charles Eisenmann is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and various model portfolios and research resources.