James Wagner is a financial advisor with LPL Financial in New Albany, IN, holding Series 63 and Series 65 licenses with 40 years of industry experience. He previously worked for Waddell & Reed, INC. and various insurance carriers associated with W & R Insurance Agencies for 35 years. Wagner is also engaged in non-variable insurance activities. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Lian Gu is a financial advisor at J.P. Morgan Securities with six years of industry experience. Their work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Woodforest National Bank, and East West Bank. Lian holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Christian Rojas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Sarah Curtis is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2022. Prior to joining Morgan Stanley, she was employed at Clarus and Solution Source Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and modeling techniques.

Lori Rupe is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jaclyn Barker is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Robert Baird since 2019, previously serving at Hilliard Lyons. Barker 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, utilizing both in-house and third-party managers across a range of investment strategies.

Caleb Vogelsang is a CFP® professional with 13 years of experience in the financial industry, all with Edward Jones. He is based in Louisville, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carrol Wood III is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Raymond James entities since 2013. Outside of his advisory work, he is an owner and independent contractor at Clearpath Financial LLC and serves as a subcommittee member for the Tony Delk Basketball Academy Golf Event. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and has unique offerings such as municipal advisory services and employer SIMPLE IRA consulting programs.

Bryce Gartman is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked with Marcum Benefit Group, MBG LLC, Principal Securities, and Principal Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network through various investment platforms and combines advisory services with a broad range of non-advisory financial activities.

Jason Padget is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. 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 range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Andrew Means is a CFA® charterholder with 39 years of experience in the financial industry. He has worked at Robert Baird & Co. since 2019 and previously spent 11 years with Hilliard Lyons Capital Management, LLC. He is also a member of an investment club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services including financial planning, portfolio management, separately managed accounts, and custody and brokerage, utilizing a range of investment strategies and proprietary research tools.

Lee Cunningham is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, BlackRock Investments, and held academic positions at Duke University and Rice University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and investment research.

Stephen Kottkamp is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with LPL Financial since 2006 and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2004 to 2006. Outside of advising, he operates Allegiant Financial Services, LLC as a DBA. 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 and access to third-party asset managers, and supports its extensive network of advisors with proprietary research, technology, and diverse investment strategies.

Michael Brzezinski is a financial advisor at Robert Baird & Co. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMORGAN Chase bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Golnoush Esmaeily is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals and families to understand their current financial positions, define their goals, and develop personalized strategies to pursue those goals. Her approach emphasizes listening to each client's unique circumstances, concerns, and priorities to make financial decisions clearer and easier to navigate. Golnoush assists clients in various areas including retirement planning, wealth accumulation, education funding, estate and legacy considerations, and liquidity management. She also coordinates with specialists across Merrill and Bank of America to provide additional investment, banking, lending, and cash-management services as needed. Prior to her current role, Golnoush gained experience in accounting, focusing on individual, trust, estate, and gift taxation, which enhanced her analytical skills and perspective on wealth management. She holds a bachelor's degree in Business Economics and a Master of Business Administration from the University of Louisville. She also holds the Chartered Retirement Planning Counselor™ designation and the Personal Investment Advisor (PIA) designation. Golnoush is fluent in English and Persian. In her personal life, Golnoush enjoys cooking, gardening, interior decorating, pottery, reading, spending time with her family, and traveling.

William King Jr. is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, and BB&T Bank. King is currently based in Louisville, KY. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jenna Price is a financial advisor at Cetera with four years of industry experience. She holds a Series 66 designation and has worked in various roles since 2017, including administrative duties at David Price and Commonwealth Capital Management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary accounts.

Michael Gross is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation along with Series 63 and Series 65 registrations. He has 27 years of industry experience and has previously worked at MoneyLife Partners, Inc., Fortune Financial Services, Inc., and several other firms. Outside of his advisory work, Gross serves as a board member for the Persimmon Ridge Homeowners' Association and Whitefield Academy in Louisville, KY. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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, using a variety of portfolio management and model-based solutions tailored to client objectives.

Winthrop Stites is a financial advisor at Robert Baird & Co. with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. beginning in 1981. Outside of his advisory work, he serves as co-trustee for multiple family trusts and participates in local investment clubs as a member and advisor. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored portfolio management and consulting services, employing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Justin Beavers is a financial advisor with Edelman Financial Engines in Louisville, KY, holding a Series 66 license and 15 years of industry experience. He previously worked at LPL and Commonwealth Bank & Trust and has been with Edelman Financial Engines since 2017. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options.