Lee Cunningham is a Series 66-licensed financial advisor with Morgan Stanley in Louisville, KY, with five years of industry experience. Prior to joining Morgan Stanley, Cunningham worked at UBS Financial Services and BlackRock Investments. His background also includes roles at Duke University’s Fuqua School of Business and Rice University. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and analyses.

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 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities and BLVD Private Wealth. Based in Louisville, KY, he has been with Robert Baird & Co. since 2025. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management including separately managed account programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

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 at Cambridge Investment Research Advisors with 27 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at MoneyLife Partners, Fortune Financial Services, and Bluegrass Capital Advisors. Outside of his advisory work, he serves on the boards of the Persimmon Ridge Homeowners' Association and Whitefield Academy in Louisville, KY. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Winthrop Stites is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Robert Baird & Co. in 2019, he worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 38 years. He serves as co-trustee for family trusts and participates in several investment clubs as a member and advisor. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm combines manager-traded, model-traded SMA strategies, and tax-management tools, with ongoing oversight by in-house investment professionals.

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.

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 in Louisville, KY, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has worked at LPL Financial since 2022 and has been involved with Stack Financial Services since 2017. Outside of advisory work, she owns a real estate rental property in Leitchfield, KY. 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 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 proprietary research tools.

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 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG criteria within eligible strategies.

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.

Benjamin Weible is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He previously worked at Stifel for 11 years before joining Raymond James in 2026. Based in Louisville, KY, he provides advisory services within a large institutional firm. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

William McConnell IV is a financial advisor with OSAIC in Louisville, KY, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining OSAIC, he worked at Securities America Advisors and Humana Inc. He is also involved with TD Fischer LLC, focusing on investment strategy portfolio research and client interaction. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and multiple managed account strategies.

Karen Lincks is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Morgan Stanley and Wells Fargo Clearing. Outside of her advisory role, she is an Independent Beauty Consultant with Mary Kay Cosmetics. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, relying on a range of portfolio management styles supported by firm research and affiliated sub-advisers.