Bryce Gartman is a Series 66 credentialed financial advisor with nine years of industry experience. He is currently affiliated with LPL Financial and has previously worked at MBG, LLC, Marcum Benefit Group, Principal Securities Inc., and Principal Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various technology-driven investment solutions.

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 credentials and 29 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 2006. Outside of his advisory role, he operates a DBA business called Allegiant Financial Services, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options supported by research and model portfolios.

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, where she works with clients to create personalized financial strategies. She supports clients in various wealth management needs, including retirement planning, investment and wealth accumulation, education funding, estate and legacy planning, as well as banking, lending, and cash management solutions through Bank of America. Golnoush began her role at Merrill in March 2024, bringing experience from her prior work in estate, gift, and trust taxation. She holds a Bachelor's degree in Business Economics and a Master of Business Administration (MBA) from the University of Louisville. Golnoush holds the FINRA Series 7 and Series 66 registrations, the Securities Industry Essentials® (SIE®) designation, and the Chartered Retirement Planning Counselor™ (CRPC™) designation. Fluent in English and Persian (Farsi), she works with individuals from diverse backgrounds and cultures. Outside her professional role, Golnoush enjoys pottery, Pilates, walking, cooking, traveling, and creative writing. She is a published novelist currently working on a collection of short stories. Golnoush aims to be a trusted resource for her clients by combining thoughtful guidance and a commitment to helping them pursue their financial goals.

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.

Chad Albers is a financial advisor at Edward Jones in New Albany, IN, with seven years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Northwestern Mutual and Centerstone. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Susan Stack is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at several firms, including TCP Asset Management and Lincoln National Life Insurance Company. Outside of her advisory role, she owns and manages a real estate rental property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management along with access to diverse model portfolios and research.

Laura Lake is a financial advisor at UBS Financial Services in Louisville, KY, with 18 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2013, with a brief hiatus as a homemaker from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies 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 with Merrill in Louisville, KY, holding Series 63 and Series 66 licenses and 40 years of industry experience. She has been with Merrill since 1983. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

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.