James Hendon Jr. is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1985. Hendon is an investment club member of The Prospectors and serves on the Investment Finance Committee as a board member of Calvary Episcopal Church. He 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 using a variety of strategies and investment options, including discretionary management and overlay services.

Sean Miranda is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He also has experience with J.J.B. Hilliard W.L. Lyons, LLC, where he has worked since 2013. Miranda serves as President Elect of the Financial Planning Association of Kentuckiana and acts as a successor trustee for relatives' estates. He is part of The DDK Group at Robert W. Baird & Co., which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Daniel Allen is a financial advisor with Ameriprise in Charlestown, IN, holding a Series 66 designation and 12 years of industry experience. He worked at Edward Jones from 2013 to 2023 before joining Ameriprise. Outside of his advisory role, he serves as the head coach of the New Washington Middle School baseball team and is Vice President of the New Washington Youth League. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Stan Wagner is a financial professional with 26 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He holds the Series 63 and Series 65 credentials and has been with Cambridge since 2016. Wagner has a background that includes long-term work at Bankers Life and Casualty Company and serves as president of a local business networking group. He is also an elder and minister at Lakewood Baptist Church in Louisville, KY. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Richard Sandman is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His career includes roles at Edward Jones, Silver Oak Securities Inc, and Humana Inc, as well as a period of self-employment. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Paul Stone Jr. is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Charles Uhl is a financial advisor with Edward Jones in Louisville, KY, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Charter Communications / Spectrum Enterprise for 14 years. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Daniel Jacus is a CFP® professional with 11 years of industry experience, currently serving at Raymond James Financial in Louisville, KY. His prior experience includes roles at JP Morgan Chase Bank and Heyman Talent Agency. He is also involved with Harmony Wealth Partners as an independent contractor, providing comprehensive financial planning services. 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, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and it supports municipal advisory and SIMPLE IRA consulting services within a large advisor network.

David Bates IV is a CFP®-certified financial advisor with Ameriprise in Louisville, KY, bringing 33 years of industry experience. He has been with Ameriprise since 2005 and is involved in a family cattle business alongside his advisory work. Bates also serves on the board of Shaker Village of Pleasant Hill and plays guitar and mandolin in an acoustic band. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through a collaborative approach involving centralized analysis and non-discretionary implementation.

Michael Joksimovic is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding a Series 63 designation and bringing 39 years of industry experience. His career includes previous roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves as a board member of the Elizabeth L Joksimovic Foundation and owns BlueCap Financial LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management and model-based solutions tailored to client objectives.

Grant Corley is a financial advisor with OSAIC based in Louisville, KY. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining OSAIC in 2021, he worked at Jackson National Life Distributors LLC from 2011 to 2020. Outside of his advisory role, Corley serves as a board member for the Hurstbourne Green Council of Co-Owners and holds ownership and leadership positions in financial services-related corporations. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party asset management. The firm employs asset-allocation tools and automated rebalancing to construct portfolios and supports both discretionary and non-discretionary account management.

William Giesler is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has a background that includes roles at Southern Glazers Wine & Spirits, Golf Headquarters, and the University of Southern Indiana. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection, internal research, and a mix of active investment strategies.

Logan Alderson is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Total Quality Logistics, Truist Financial, Rick Hendrick's BMW, and Franklin Bank and Trust. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Estes is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has worked at J.J.B. Hilliard, W.L. Lyons, Inc. since 1973 and joined Robert Baird & Co. in 2019. 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 consulting and portfolio services, including discretionary management and separately managed accounts, combining in-house and third-party managers to implement diverse investment strategies.

Melvin Goss Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Silver Oak Securities, Inc., and Certified Retirement Resources, Inc. He is based in Louisville, KY. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s approach includes model-driven investment implementation and access to third-party asset managers, alongside affiliated trust custody, insurance services, and a collateralized lending program.

Dewitt Ivins is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Robert Baird since 2019 and concurrently with J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. 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 firm offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers with options including separately managed accounts and overlay strategies.

Christopher Mcrae is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at various divisions within Raymond James since 2013. Outside of his advisory role, Mcrae serves on the Tennis Committee board at Big Spring Country Club and is an owner and financial advisor at Clearpath Financial LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm utilizes tailored, non-discretionary consulting approaches supported by advanced analytical tools and maintains specialized offerings, including a SIMPLE IRA Employer Advisory program and municipal advisory services.

Kevin Crahan is a financial advisor with LPL Financial in Shelbyville, KY, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for five years before joining LPL Financial in 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a large network of investment adviser representatives and provides a range of financial planning and investment management solutions, including third-party asset management and institutional platforms.

Curren Khadey is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he was associated with Moneyline Wealth Management and has held roles in various organizations including Kentucky Refugee Ministries and Bluegrass Lending. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Aidan Smith is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. Prior to joining UBS, he held positions at Northwestern Mutual Insurance and Daviess County Public Schools. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary capital market research and institutional trading capabilities into its wealth management services.