Gregory Mullaney is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently with LPL Financial and previously spent 15 years at Ameriprise Financial Services, Inc. Located in Louisville, KY, Mr. Mullaney also manages a tax preparation and bookkeeping service affiliated with his practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Kristina Richards is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. Richards serves as PTA Vice President at Lincoln Elementary Performing Arts School in Louisville, KY. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Logan Emmitt is a financial advisor with Edward Jones in New Albany, IN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Talkspace Inc and Associates in Counseling and Psychotherapy, and he owns Emmitt Therapeutic Professionals, a therapy practice in Jeffersonville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

Andrew Day is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked for SS&C Technologies, Inc. for five years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

John Herring is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Peter Pagano is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SCS MGMT LLC and Ameriprise. Outside of his advisory role, he has been involved with C&P Real Estate LLC since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, third-party subadvisors, and proprietary research.

Steven Holley is a Senior Financial Advisor at Merrill Lynch Wealth Management in Louisville, Kentucky. He began his career with Merrill Lynch in 1995 after serving 20 years as an officer in the United States Army. His military background provides him with a distinctive perspective in assisting clients with financial management and achieving their objectives. Over the course of his 30-year experience as a wealth management advisor, Steven has worked with individuals, families, and businesses to address areas such as college education planning, retirement income, family wealth management, tax minimization, and legacy planning. He collaborates with clients' attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy strategies. Steven holds a Personal Investment Advisor designation and integrates his conservative approach and extensive knowledge to guide clients through market fluctuations and financial decisions. Steven earned a Bachelor's degree from the University of Kentucky and a Master's degree in Business from Webster University. He is married to his wife, Faye, with whom he has two daughters who work on the Holley, McCauley and Associates team. The Holley family is active in their community and has been members of the Westport Road Church of Christ for 30 years. Steven's personal interests include adventure sports, chess, hiking, hunting, traveling, and spending time with his family.

Benjamin Williams is a financial advisor with LPL Financial in Louisville, KY, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked for L.M. Kohn & Company for 16 years and has been affiliated with Green & Halliburton since 2004, where he is involved in Medicare insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Noah Cook is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include work at Equitable Advisors and involvement with Christ Covenant Fellowship and Liberty University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial plans without discretionary trading authority. The firm’s approach includes holistic analyses and offers clients an option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Alma Tucker is a financial advisor with Edward Jones in Louisville, KY, holding Series 63 and Series 65 designations and having 35 years of industry experience. She has been with Edward Jones since 2005. 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 large nationwide network of advisors and branch offices.

Matthew Petty is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 26 years of industry experience. He previously worked at PNC Investments for 19 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. His current role includes advisory services within Morgan Stanley's wealth management division. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured tools and oversees approximately $2.74 trillion in client assets.

Rebecca Lovan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Raymond James since 2021 and previously spent 12 years at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research, while also providing municipal advisory services and specialized employer retirement plan consulting.

Thomas Fischer is a CFP® professional at OSAIC with 43 years of industry experience. He has been affiliated with OSAIC since 2024 and previously operated Fischer LLC since 2009. Fischer is also part owner and solicitor for Queen City Capital Management LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers a range of brokerage, advisory, and managed-account services, utilizing firm-provided asset-allocation tools and third-party management solutions.

Samuel Morton is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2017, following prior experience at Investment Centers of America. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

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 who holds Series 63 and Series 65 credentials and has 20 years of industry experience. He has worked at Raymond James Financial since 2008 and is currently associated with Stock Yards Bank & Trust. Outside of his advisory role, he serves as an officer and vice president at Stock Yards Investment Services, assisting clients with long-term financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals using advanced analytical tools and supports a broad network of advisors with specialized programs in municipal finance and employer-sponsored retirement plans.

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.