Chad Albers is a financial advisor with Edward Jones in New Albany, IN, holding CFP® and ChFC® designations. He has eight years of industry experience, including prior roles at Northwestern Mutual and Centerstone. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Susan Stack is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has held roles at TCP Asset Management and United Planners Financial Services of America, among others, and is also the owner of Stack Financial Services. Outside of advisory work, she owns a real estate rental listed on VRBO. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Laura Lake is a financial advisor at UBS Financial Services with 19 years of industry experience. She has held multiple roles at UBS since 2004, with a two-year period as a homemaker and a two-year tenure at Morgan Stanley. Laura holds a Series 66 designation and is based in Louisville, KY. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Rachel Huennekens is a financial advisor at Morgan Stanley in Louisville, KY, with eight years of industry experience. She holds a Series 66 designation and has previously worked at RBC Capital Markets, LLC and Washington Gold and Country Club. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a comprehensive investment approach, offering services both directly and through corporate agreements.

Denise Holmes is a financial advisor at Merrill with Series 63 and Series 66 licenses and 40 years of industry experience. She has been with Merrill since 1983. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Drew Lacey is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Rebecca Thomas is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Her client focus areas include education planning, family wealth management strategies, legacy planning, philanthropic planning, women and wealth, tax minimization, and retirement income. Rebecca holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her High School Diploma/GED from Doss High School. She follows the Merrill tradition of community involvement and volunteers with organizations such as Heuser Hearing & Language Institute and Northside Christian Church. In her personal time, Rebecca enjoys activities such as fishing, football, gardening, horseback riding, music, spending time with her family, watching movies, and practicing yoga.

Joseph Mallory is a financial advisor at Ameriprise with a Series 66 credential and has been in the industry since 2024. Prior to joining Ameriprise, he worked at The Hill and General Electric Appliances, and he also has experience in education and architectural products. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized, written recommendations through a centralized consulting team.

William Mcconnell IV is a financial advisor at OSAIC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Securities America Advisors and Humana Inc. in prior roles. Mcconnell also serves as an advisor for TD Fischer LLC, where he is involved in investment strategy research and client services. OSAIC serves a broad range of clients, including individual and institutional investors, with integrated brokerage, advisory, and financial planning services. The firm employs various asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Karen Lincks is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and 17 years of industry experience. Her prior firms include Morgan Stanley and Wells Fargo Advisors. Outside of her advisory work, she is an Independent Beauty Consultant with Mary Kay Cosmetics. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Bethany Watkins is a Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of CERTIFIED FINANCIAL PLANNER (CFP).

Amy Wiitala is a financial advisor with Ameriprise Financial Services, LLC in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Ameriprise since 2010. Outside of her advisory role, she serves as COO and managing director of Rainmaker Corporation, manages her own advisory practice through Pro-Path LLC, is a member of the CFP Board’s Disciplinary & Ethics Committee, and facilitates Adult Faith Formation activities at her local parish. Ameriprise Financial offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research-driven, algorithm-assisted recommendations with personalized advice, focusing on tax-smart withdrawal strategies and coordinated management of Ameriprise-held assets.

Carol Heil is a financial advisor at Raymond James & Associates with 29 years of industry experience. She previously worked at Merrill and Bank of America, Na, before joining Raymond James in 2024. Heil serves on the investment committee of Southeast Christian Church, where she provides general market overviews and asset allocation ideas for church pension funds. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by comprehensive research and multiple portfolio management strategies.

Livia Sullivan is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has worked previously at Hoosier Hills Credit Union and French Lick Resort and Casino. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and an extensive affiliate network.

Andrew Eurton is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding a Series 66 designation and 11 years of industry experience. Prior to his current role, he was involved with Jumar, LLC dba West Coast Vape Lounge for five years. J.P. Morgan Securities LLC 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.

Kristin Rowan is a financial advisor at Morgan Stanley with 22 years of industry experience. She previously worked at UBS Financial Services from 2004 to 2026. Rowan holds Series 63 and Series 66 licenses and is based in Louisville, KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Giselle Sada is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at JPMorgan Securities, UBS Financial Services, and Cetera. 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 financial planning and portfolio management services, utilizing both discretionary and non-discretionary strategies supported by proprietary research and technology tools.

Courtney Yartz is a financial advisor with Ameriprise in Louisville, KY, holding the ChFC® and Series 66 credentials and bringing 14 years of industry experience. She has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she is involved in a business that flips residential properties. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kristen Daugherty is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and previously worked at First Kentucky Securities Corporation and Eye Level Films. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Nash is a financial advisor with Edward Jones in New Albany, Indiana, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns and oversees maintenance for a real estate business, KASH Enterprises, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 advisors. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.