Mark Dill is a Senior Financial Advisor and partner with Brennan & Associates at Merrill Lynch Wealth Management, a role he has held since 2018. His decision to enter the wealth management field was influenced by his personal experiences during the 2008-2009 recession. Mark holds the Certified Exit Planning Advisor (CEPA) and Certified Plan Fiduciary Advisor (CPFA) designations, credentials that support his expertise in guiding clients through multigenerational family planning and complex financial decisions. Born and raised in Lexington, Kentucky, Mark graduated from Henry Clay High School before attending Centre College. At Centre, he studied economics and finance, graduating Magna Cum Laude and Phi Beta Kappa. During his college years, he was a four-year member of the baseball team and led a student investment group managing a portion of the college's endowment. Mark is actively involved in his community, serving on the Board of Deacons at Calvary Baptist Church and volunteering with organizations including the Make-A-Wish Foundation and Kentucky Children's Hospital. He and his wife, Alison, reside in Lexington with their two children and enjoy activities such as golfing.

Dallas Polk is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with J.P. Morgan Securities and its affiliated entities since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority. Their advisory process uses centralized due diligence combining quantitative and qualitative research and may incorporate ESG criteria.

Ryan Hall is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Outside of his advisory role, Hall serves on the board of directors for the Legacy Foundation of Kentuckiana, where he reviews and approves grants to health and wellness organizations in the area. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Laurel Lee is a CFP® and holds a Series 66 designation, with 14 years of experience in the financial services industry. She has worked at Robert Baird & Co. since 2019 and concurrently at JJB Hilliard WL Lyons LLC since 2013. Laurel is based in Louisville, KY. She is part of The DDK Group at Robert W. Baird & Co., a team within the firm’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

Adam Mc Dermont is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he worked at Family Wealth Strategies and AE Wealth Management. He has also held positions outside finance, including at Rabbit Hole Distillery and Ford Motor Company. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering tailored financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.

Samuel Hatfield is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, Horizon Wealth Management, and Fisher Investments. Outside his advisory work, he is involved in managing short-term rentals of portions of his primary residence. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charitable organizations. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization with options for discretionary and advisor-managed strategies.

Mark Kregor is a financial advisor with Stifel in Louisville, KY, holding a Series 63 designation and over 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021, following a two-year tenure at Robert Baird & Co. and a 26-year career with J.J.B. Hilliard, W.L. Lyons, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Jessica Edwards is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities LLC, Charles Schwab, and Park Avenue Securities. Outside of her advisory role, she serves as a contractor for the Louisville Metro Office of Housing. Robert Baird & Co.’s DDK Group, where Edwards is based, advises a wide range of clients 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 traditional and non-traditional investment strategies.

Beth Overbey is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Baldwin CPAs and Cambridge Investment Research Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement income planning advice. The firm’s approach includes algorithm-driven analysis and emphasizes tax-aware withdrawal strategies within a defined investment universe.

Jim Hunter Jr. is a financial advisor with OSAIC in Louisville, KY, holding a Series 63 license and bringing 35 years of industry experience. He worked previously at Securities America Advisors, Inc. for 20 years and has been associated with Main Street Wealth Management, LLC for over two decades. Outside of his advisory role, he serves as a trustee for Walden School, a nonprofit independent school, participating in governance activities. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm’s investment approach is model-based, emphasizing asset allocation and portfolio optimization with various managed account options and alternative investments available through third-party platforms.

Joshua Gilliam is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2024, following two decades with Securities America Advisors, Inc. and Securities America, Inc. He is the creator and owner of FI Life Framework, a digital platform designed to facilitate financial planning through enhanced client communication. OSAIC Wealth serves a diverse range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, offering various managed account programs supported by risk tolerance analysis and rebalancing tools.

Michael Cushwa is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at Steward Partners Investment Solutions and Raymond James Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

John Overfield is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He previously worked for PNC Investments from 2015 to 2024 before joining Cetera Investment Adviser, LLC and Cetera Wealth Services, LLC in 2024. Overfield is also a financial advisor at Commonwealth Capital Management, LLC, where he assesses the financial needs of individuals and advises on investment decisions. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Blake Warner is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at RW Baird Inc and experience in education at Midway University and Lindsey Wilson University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large national network of advisors and offices, offering a range of advisory programs and investment management solutions under a fiduciary standard.

Katheryn Higgins is a Series 66-licensed financial advisor with 21 years of industry experience. She has been with Thrivent Investment Management and THRIVENT Financial since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning analyses covering a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Preston Cameron is a CFP® professional at Stifel with four years of industry experience. He has worked at Stifel since 2022 and previously held positions at The University of Southern Indiana, Butler University, and Saint Xavier High School. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Holland is a financial advisor at Robert Baird & Co. with 13 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019. Holland has also been associated with JJB Hilliard WL Lyons LLC since 2012 and is involved with LifeGate Church. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, employing both manager-traded and model-traded strategies along with internal research tools, including artificial intelligence.

Mark Delton is a financial advisor at Charles Schwab with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at firms including PNC Investments, LPL Financial, and Prudential Insurance. He has also operated Mark Delton Coaching since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment options supported by centralized custody and supervisory infrastructure.

Ryan Wolfe is a financial advisor at Equitable Advisors with a Series 66 credential. He has industry experience beginning in 2025, including prior roles at Meritrust Wealth Management, First Kentucky Securities, and Tri-Arrows Aluminum. He also has five years of experience associated with Bellarmine University. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs using both proprietary and third-party advisory models.

Nicholas Reisenbichler is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds a Series 66 designation and previously worked at J.J.B. Hilliard, W.L. Lyons LLC for 11 years before joining Robert Baird in 2019. Outside of his advisory work, he is involved in managing a maple syrup farm and serves as treasurer for a church youth group. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and investment tools.