Sarah Black is a financial advisor with Edward Jones in Jeffersonville, IN, holding the CFP® designation and Series 63 and 65 licenses. She has 13 years of industry experience, with prior roles at Lion Street Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Additionally, she has been involved with Spring Street Solutions LLC and Axiom Financial Strategies Group LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Jim Yockey is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Cambridge since 2019 and previously was with NEXT Financial Group. In addition to his advisory role, Yockey is an author of several books including "Money Moves" and "Playing With Your Mind; Manage Your Brain, Change Your Game; A Mental Game of Golf Book." Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a variety of portfolio management options and model-based solutions tailored to client objectives, alongside institutional features and documented conflict-of-interest controls.

George Reed is a financial advisor with Ameriprise in Louisville, KY, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Ameriprise in 2022, he worked at FedEx Ground and Patterson Dental. He also serves as an Operations Director overseeing advisory business operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides tailored recommendation reports and ongoing advice focused on retirement income strategies, using proprietary research and third-party data within a defined investment framework.

Angela Kerrick Nusky is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and eight years of industry experience. She previously worked for over two decades at Fifth Third Securities. Outside of her advisory role, she owns residential rental property. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Jason Daeger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Raymond James since 2008 and currently also works at Stock Yards Bank & Trust, where he assists clients with long-term financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary investment consulting tailored to client goals and supports a wide advisor network with specialized municipal and retirement plan advisory programs.

Travis Langdon is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services and LPL Financial. Langdon is president of Langdon Financial, an S Corporation providing financial services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that may include a broad range of investment products.

Ross Demmerle is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 31 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 20 years before joining Robert Baird in 2019. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Jason Magar is a financial advisor with LPL Financial in Louisville, KY, holding CFP® and Series 66 credentials and bringing 19 years of industry experience. He previously worked for Securities America, Inc. for 10 years. Outside of his advisory role, he serves as COO of GivApp LLC, a software and technology company. 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 advisory and brokerage services, including financial planning, model portfolios, participant-level retirement advice, and institutional platforms.

Tersia Stroupe is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo entities since 2009, including her current role starting in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to performance reporting and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Christopher Scanlan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of JPMorgan Chase since 2013, including roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Angela Higgins is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior experience includes roles at Merrill and Hilliard Lyons, where she worked from 1997 to 2020. Outside of her advisory work, she is involved as an instructor with Pure Barr LLC and SoIN Flow LLC. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services. The firm combines model-traded strategies, tax management, and ongoing manager oversight, and it reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Wallace Hicks is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2024. 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 using firm-approved tools, and manages approximately $2.74 trillion in client assets.

Curtis Esarey is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Indiana Gear Up and Greater Clark County Schools. 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, supported by a nationwide network of financial advisors and branch offices.

Robert Phelps is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2014 and has worked with the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Amanda Fry is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2017 and brings over 15 years of experience in the financial services industry. Prior to her current role, Amanda spent a decade performing financial analysis at the Defense Finance and Accounting Service. She specializes in wealth management strategies, including college education planning, retirement income, tax minimization, and managing new wealth. Amanda holds a Bachelor’s degree in Business Management from Purdue University and a Master of Business Administration from Indiana University. She is also a Personal Investment Advisor (PIA) and is affiliated with professional organizations such as Alpha Gamma Delta and Southeast Christian. Outside of work, Amanda enjoys spending time with her family, watching her children’s sports activities, running, and traveling.

David Barnett is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2019, Barnett worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Pamela Tobbe is a financial advisor at Morgan Stanley with 38 years of industry experience. Her prior roles include tenures at Wells Fargo Advisors LLC and Wells Fargo Clearing, as well as previous periods at Morgan Stanley and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery and firm-approved tools.

Robert Fischvogt is a Series 66-credentialed financial advisor with over 21 years of industry experience. He is currently with LPL Financial and has previously worked at Cuna Brokerage Services, Inc. and Centra Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Justin Skaggs is a financial advisor at Merrill with 10 years of industry experience. He holds Series 66 and Series 63 designations and has been with Merrill and Bank of America since 2016. Outside of finance, he serves as a district manager overseeing five full-service restaurants with Trinity Restaurant Group. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Matthew Dilbeck is a financial advisor at Robert Baird & Co. in Louisville, KY, with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Atria Senior Living, World-Kinect Energy Group, and The Vanguard Group, Inc. Robert Baird & Co.’s DDK Group serves individual and institutional clients, including high net worth individuals, corporate and business entities, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts, and utilizes both internal research and external partnerships in delivering advisory solutions.