Michael Melloy is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Ricoh. He also operates Melloy Group Financial Coaching, which he has run since 2019. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a broad range of brokerage and advisory services through an extensive network of affiliated advisors and platforms.

Francisco Arcos Jaramillo is a Planning Consultant at Fidelity Investments. In this role, he partners with clients to build financial plans tailored to their needs and prioritizes their goals. He aims to understand each client's objectives and utilizes the resources at Fidelity to develop strategies and long-term plans toward retirement. He focuses on building long-lasting relationships of trust with his clients as they work through various life and financial milestones. Francisco has held several positions in the financial services industry. Before becoming a Planning Consultant in 2023, he was a Relationship Manager at Fidelity Investments from 2022 to 2023. He also worked as a Senior Client Service Associate at UBS Financial Services from 2020 to 2022, an Investment Service Specialist II at Edward Jones from 2018 to 2020, and a Registered Representative at Edward Jones from 2017 to 2018.

Seth Smith is a financial advisor with Equitable Advisors holding a Series 66 designation and no prior industry experience. His recent work history includes roles at Equitable Advisors and Encore Wealth Management, alongside positions outside the financial industry. He has been affiliated with the University of Kentucky for four years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering a broad range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Robert Walsh is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes nine years at Raymond James & Associates before joining Ameriprise. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, supported by algorithmic automation and oversight committees.

Jason Walters is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donna Seibert is a financial advisor at Robert Baird & Co. with 29 years of industry experience. She holds a Series 63 designation and has worked at Robert Baird & Co. since 2019, following a long tenure with J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons dating back to 1982. She 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

George Brakmeier IV is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He has been affiliated with Cambridge Investment Research and related entities since 2005. Outside of advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple platforms, incorporating both proprietary models and outside strategists.

Marc Jackowitz is a financial advisor with UBS Financial Services in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he operates an independent, home-based online travel consulting business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Leslie Madden is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1999. Outside of her advisory role, she owns and manages a rental property business. She 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 using a combination of in-house and third-party managers, including traditional and complex investment strategies.

Julianne Miller is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise. Her prior experience includes roles at Northwestern Mutual, Kestra Advisory, Meritrust Wealth Management, and Bernstein Private Wealth Management. She serves on the Board of Directors for Commercial Real Estate Women (CREW) Louisville and is the Sponsorship Chair. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

Kelsey Skorodziyevskiy is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with J.P. Morgan Securities in Louisville, KY. Prior to joining J.P. Morgan, she worked at First Command Advisory Services and held roles at Bank of America and Merrill Lynch. She is also a member of VK Brands LLC, an e-commerce business involved in apparel sales. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Lizet Constanza Mueller is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include working at the U.S. Census Bureau and tutoring in Aristotle and critical thinking. She is the founder, vice president, and treasurer of the Saint Michael Foundation for Polyphony & Chant, a nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.