Michael McLaughlin is a financial advisor at Raymond James & Associates with 33 years of industry experience. He previously worked at Wells Fargo Clearing and Citigroup Global Markets. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting services with a range of portfolio management styles and specialized municipal advisory capabilities.

John Switzer is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves as President of the Board at Big Spring Country Club in Louisville. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broad retail and institutional investment offerings.

James Shafferman III is a financial advisor at Edward Jones in Louisville, KY, holding Series 63 and Series 65 licenses with 17 years of industry experience. He previously worked at Capital One Advisors, LLC and Capital One Investing, LLC from 2016 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Baize is a financial advisor with LPL Financial in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at American Capital Management Inc., American Equity Investment Corporation, Highview Neighborhood Advisory Group, and Waddell & Reed Inc. Baize is also involved in non-investment activities such as serving as a sales representative for LegalShield, which provides legal services including basic estate planning documents. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a wide range of financial services including affiliated insurance and banking products.

Christopher Gowers is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds a Series 66 designation and previously worked at J.J.B. Hilliard W.L. Lyons, LLC for six years before joining Baird in 2019. Outside of his advisory role, Gowers is a co-founder of Stacks LLC and its subsidiary Stacks Mobile LLC, where he is involved in mobile application development and consults on business strategy and user experience. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, manager selection, and the integration of advanced tools such as artificial intelligence.

Michelle Oneal is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith for 22 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, she serves as a board member for River City Turners Gymnastics, a youth-focused organization in Louisville. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support client financial plans.

Glenn Taylor is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, Taylor is a musician and works as a vendor and referee at sporting events on a part-time basis. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeffrey Sandknop is a financial advisor with Charles Schwab in Louisville, KY, holding a Series 63 designation and 36 years of industry experience. He has been with Charles Schwab since 2002 and Charles Schwab Bank since 2005. Outside of his advisory role, he serves as a board member for Barnabas Care Ministry, a nonprofit organization assisting individuals facing challenges. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with comprehensive operational support.

Roy Parsons is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank division since 2013. Outside of his advisory work, he is involved in real estate investment through SETZER PROPERTIES WIN, LLC and thoroughbred ownership with SETZER & PARSONS, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs. The firm utilizes structured planning tools and advanced modeling techniques to support client strategies while maintaining a broad range of investment and trading services.

Christopher Sillman is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sammons Financial Group, Nationwide Investment Services Corporation, Jefferson National Financial Corp, Jefferson National Securities Corporation, BB&T Bank, and Stewart's Pawn Shop. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm uses a centralized Investment Policy Committee and a combination of quantitative and qualitative methods to manage globally diversified portfolios with tax-aware and risk management strategies.

Jeannie Oster is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 31 years before joining Robert Baird & Co. in 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage, utilizing both manager-traded and model-traded strategies along with internal research tools.

Lisa Lewis is a financial advisor at Osaic with 28 years of industry experience. She has held positions at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. Lewis is licensed with Series 63, Series 65, and Series 66 designations. Outside of her advisory role, she is involved with legal services related to living trusts through Citadel Law Office. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm uses a variety of portfolio construction tools and supports both discretionary and non-discretionary account management across multiple investment types.

Kyle Harvey is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Computershare LTD and operated Coffee Crossing LLC. Outside of his advisory work, Harvey coaches youth soccer for Mockingbird Valley Premier in Louisville, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Logan Reisinger is an advisor at Robert W. Baird & Co. with Series 63 and Series 65 credentials. He has one year of industry experience, having previously worked at CNO Financial and held various roles in educational institutions. Robert W. Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services, leveraging internal research, manager selection, and advanced investment strategies.

Michael Scheid is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2000 to 2009. Outside of his advisory work, he is involved as a private mortgage lender. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and extensive investment resources.

Brett Mahle is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Sandra Ballard is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and having 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2004 to 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and analyses but does not include individual security recommendations as part of standalone financial plans.

Derek Bonifer is a CFA® charterholder with 18 years of industry experience, currently serving at Robert Baird & Co. He has held positions at Baird Trust Company, PNC Wealth Management, ARGI Investment Services, and PNC. Bonifer also works as an adjunct professor at Indiana University Southeast. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations, offering a range of portfolio management and financial planning solutions.

Carole Yates is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Ramona Jenkins is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she serves as a committee member for The Family Place, a child abuse treatment agency, and is involved in direct sales for Mary Kay Cosmetics. 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 focused on tailored financial planning supported by structured discovery conversations and firm-approved tools.