Andrew Day is a financial advisor at Ameriprise with a Series 66 designation. He has been with Ameriprise since 2025 and has prior work experience at SS&C Technologies, Inc. outside of the financial advisory industry. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focusing on retirement income planning through written reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

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 with LPL Financial, holding Series 63 and Series 65 registrations and bringing three years of industry experience. His prior work includes roles at SCS MGMT LLC and Ameriprise, alongside managing a family business, Alla Famiglia LLC dba Mercato Italiano, for four years. He is also involved in a real estate business, C&P Real Estate LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive resources.

Steven Holley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1995 after serving 20 years as an officer in the United States Army. This extensive military background has provided him with a unique perspective in assisting clients with a range of financial needs. Over his 30 years in wealth management, Steven has developed a comprehensive approach that covers college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and tax minimization. He works closely with clients' attorneys, accountants, and other advisors to coordinate financial and legacy strategies. Steven is a Personal Investment Advisor (PIA) and holds a Bachelor of Science degree from the University of Kentucky as well as a Master's degree in Business from Webster University. Steven and his family have been active members of the Westport Road Church of Christ for over 30 years. He is married to his wife, Faye, and they have two daughters who both work on the Holley, McCauley & Associates team. His personal interests include adventure sports, chess, hiking, hunting, spending time with his family, and traveling.

Benjamin Williams is a financial advisor with LPL Financial in Louisville, KY, holding a Series 66 credential and 19 years of industry experience. He previously worked for L.M. Kohn & Company for 16 years and has been associated with Green & Halliburton for over two decades, where he is also involved in Medicare insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions supported by advanced research tools and serves a large network of advisors managing over $819 billion in discretionary assets.

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 at Raymond James & Associates with 27 years of industry experience. She has held roles at Wells Fargo Clearing and Prudential Equity Group. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers customized financial planning and consulting services, supported by extensive research, multiple investment strategies, and specialized municipal advisory capabilities.

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.

Hilary Persley is a CFP®-certified financial advisor with 25 years of industry experience, currently serving clients at Edward Jones in Louisville, KY since 2010. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Sarah Black is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with Edward Jones in Jeffersonville, IN, having joined the firm in 2025. Prior to this, she worked at Lion Street Financial, Spring Street Solutions, Axiom Financial Strategies Group, and Wells Fargo Clearing. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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 at Ameriprise in Louisville, KY, with six years of industry experience. His prior work includes roles at Patterson Dental and FedEx Ground. He also serves as an Operations Director managing an advisory business outside of his primary employment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Angela Kerrick Nusky is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 credential and previously worked for Fifth Third Securities for 22 years before joining Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pensions, charitable organizations, and municipal entities. The firm offers financial planning, wealth advisory services, and institutional consulting, utilizing a range of portfolio management styles and affiliated research to support tailored, non-discretionary client relationships.

Jason Daeger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Raymond James since 2008 and currently also works at Stock Yards Bank & Trust, where he assists clients with long-term financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary investment consulting tailored to client goals and supports a wide advisor network with specialized municipal and retirement plan advisory programs.

Travis Langdon is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services and LPL Financial. Langdon is president of Langdon Financial, an S Corporation providing financial services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that may include a broad range of investment products.

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.

Jason Magar is a financial advisor with LPL Financial in Louisville, KY, holding CFP® and Series 66 credentials and bringing 19 years of industry experience. He previously worked for Securities America, Inc. for 10 years. Outside of his advisory role, he serves as COO of GivApp LLC, a software and technology company. 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, model portfolios, participant-level retirement advice, and institutional platforms.

Tersia Stroupe is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding a Series 63 designation and 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Christopher Scanlan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of JPMorgan Chase since 2013, including roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.