Bradley Manthey is a financial advisor with LPL Financial in Louisville, KY, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Ameriprise from 2003 to 2007. Manthey is also president of BSM Consulting, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including advisory platforms that utilize model portfolios and third-party subadvisors.

Kelli A. Price is a financial advisor with UBS Financial Services in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based strategies to tailor client solutions.

Richard Sneed is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he is the founder of Good Samaritan, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure while maintaining oversight of its investment models.

Stephanie Jaso is a financial advisor with STIFEL in Louisville, KY, holding a Series 66 designation and 14 years of industry experience. She has been with STIFEL NICOLAUS & CO INC since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses, while clients retain discretion over implementation.

Shannon Stoehr is a financial advisor with Raymond James Financial Services Advisors, Inc. in Louisville, KY, holding a Series 63 designation and over 32 years of industry experience. Prior to joining Raymond James in 2025, Stoehr spent more than two decades at UBS Financial Services. In addition to advisory work, Stoehr serves as a registered assistant to Henry Hensley at Henry Hensley & Associates, Inc., supporting client relations and office administration. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to help clients assess potential outcomes.

Richard Penn is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2001 and has served in the U.S. Army Reserve with various tours of duty since 1971. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Tywan Shanklin is a financial advisor at LPL Financial with credentials including Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL in 2024, he worked at Wesley House Community Services and Eastern Virginia Medical School. Outside of his advisory role, Shanklin owns Lil Shanklin's Donuts, a small business in Louisville, KY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools while overseeing more than $819 billion in discretionary assets.

Russell Cotton is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, Mr. Cotton is a managing partner of RichRussLLC, which seeks investment opportunities across various asset types, and serves on the advisory board of Saint Bernadette Catholic Church, where he reviews budgets and approvals for the church and school. 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, charitable organizations, and government entities, offering non-discretionary financial planning and consulting supported by research and a range of portfolio management styles.

Frank Roccisano is a financial advisor with Morgan Stanley in Louisville, KY. He holds the Series 63 and Series 65 designations and has 32 years of industry experience, including 15 years at Morgan Stanley Smith Barney. Outside of his advisory role, he is a partner at Bellavita LLC, a property management business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, and it offers various investment and planning solutions through its network of financial advisors.

James Wagner is a financial advisor with LPL Financial in New Albany, IN, holding Series 63 and Series 65 licenses with 40 years of industry experience. He previously worked for Waddell & Reed, INC. and various insurance carriers associated with W & R Insurance Agencies for 35 years. Wagner is also engaged in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Lian Gu is a financial advisor at J.P. Morgan Securities with six years of industry experience. Their work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Woodforest National Bank, and East West Bank. Lian holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Christian Rojas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Sarah Curtis is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2022. Prior to joining Morgan Stanley, she was employed at Clarus and Solution Source Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and modeling techniques.

Lori Rupe is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jaclyn Barker is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Robert Baird since 2019, previously serving at Hilliard Lyons. Barker is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Caleb Vogelsang is a CFP® professional with 13 years of experience in the financial industry, all with Edward Jones. He is based in Louisville, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryce Gartman is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked with Marcum Benefit Group, MBG LLC, Principal Securities, and Principal Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network through various investment platforms and combines advisory services with a broad range of non-advisory financial activities.

Bradford Wells is an advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Fidelity Brokerage Services LLC in 2020, he was involved with Quest Events LLC for five years. Outside of his advisory role, he operates Bundy Vault at the Shoe Store, a business focused on selling personal trading card collectibles via auction streams. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Jason Padget is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. 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 and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Andrew Means is a CFA® charterholder with 39 years of experience in the financial industry. He has worked at Robert Baird & Co. since 2019 and previously spent 11 years with Hilliard Lyons Capital Management, LLC. He is also a member of an investment club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services including financial planning, portfolio management, separately managed accounts, and custody and brokerage, utilizing a range of investment strategies and proprietary research tools.