Carrie Baker is a financial advisor with LPL Financial in New Albany, IN, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her prior work includes positions at Grace Financial Services, Principal Securities, Principal Life Insurance Company, Geneos Wealth Management, J.P. Morgan Securities, and Chase Investment Services. Outside of her advisory role, she owns a home-based business called From the Ground Up Homestead. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

Clayton Craig is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions.

Isabelle Day is a financial advisor with Charles Schwab in Louisville, KY, holding Series 66 and Series 63 licenses and having 10 years of industry experience. Prior to joining Charles Schwab in 2021, she worked at David Day Real Estate, PLLC and NTS Development Co. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Patrick Cooper II is a CFP® with 41 years of experience in the financial services industry. He has been with OSAIC since 1997 and also maintains a role at Financial Services Center dating back to 1988. Outside of his advisory duties, he serves as president of the Spring Creek Homeowners Association, overseeing neighborhood board meetings. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Gavin Mc Larty is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding a Series 66 designation and two years of industry experience. Prior to joining Baird, he held various roles at the University of Southern Indiana, Kroger, and Oldham County High School. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services with a focus on manager-traded and model-traded strategies, tax management, and ongoing investment research.

Kaiz Freeman is currently the Vice President, Wealth Planner at Fidelity Investments, where he has been serving since 2025. He has multiple years of experience in the financial services sector, holding various roles including Financial Consultant and Investment Consultant at Fidelity Investments, Financial Planning Specialist at Northwestern Mutual, and Territory Consultant at Jefferson National. Mr. Freeman attained his CERTIFIED FINANCIAL PLANNER™ designation in 2019. His professional focus is on helping individuals understand their financial situations and building long-term relationships to support their financial security. Outside of his professional career, Mr. Freeman has interests that include football, golf, hiking, military service, motorcycles, and traveling.

Blake Wetzel is a financial advisor at Robert W. Baird & Co. in Louisville, KY, holding a Series 66 designation with experience spanning several roles since 2019, including seven years at Kroger and positions within Baird and ECP Business Capital. He has been with Baird since 2025. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Clark King is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 14 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary portfolio management, separately managed accounts, and various overlay strategies.

Katherine Kicklighter is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 65 licenses and 29 years of industry experience. She previously worked at Hilliard Lyons for 14 years before joining Ameriprise Financial Services in 2017. Outside of her advisory role, she is involved in managing family land ownership through LLCs established with her siblings. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Nicholas Weyrens is a financial advisor with Raymond James Financial in Louisville, KY. He holds a Series 66 designation and has recent experience at Clearpath Financial and Raymond James Financial Services, Inc. Prior to entering the financial industry, he worked in roles related to Sojourn Church and The Southern Baptist Theological Seminary. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Braxton Day is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides personalized financial planning services, collaborating with clients to clarify financial goals, understand their overall financial situations, and implement tailored investment strategies aimed at maximizing assets and supporting long-term success. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. Braxton holds Series 7 and Series 66 FINRA registrations. He has earned professional designations including the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and Personal Investment Advisor (PIA). These credentials reflect his knowledge in retirement planning, fiduciary best practices for plan sponsors, and plan governance. He holds a bachelor's degree in Marketing with a minor in Business from the Kelley School of Business at Indiana University. Braxton resides in Louisville, Kentucky, where he participates in sports such as tennis, pickleball, and golf.

William West is a financial advisor at Robert Baird & Co. in Louisville, KY, holding Series 66 and Series 63 credentials with 10 years of industry experience. His prior roles include positions at Baird Trust Company, Harvey Investment Company, PNC, and Vanderbilt University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, with a focus on manager-traded and model-traded SMA strategies, tax management, and the use of internal research and tools including artificial intelligence in client advice.

John Scott is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Louis T. Roth & Co., Crossings Camps, and Chic-Fil-A Restaurants among others. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes third-party asset managers and sponsored advisory programs, offering diverse investment options such as mutual funds, ETFs, and alternative investments while providing ERISA fiduciary services to qualified plans.

Jonathan Henson is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation. He joined Robert Baird & Co. in 2024 and has prior experience at Republic Bank & Trust Company. His background includes several years as a full-time student. He 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 with tailored financial planning and portfolio management services.

Ronald Knigge is a financial advisor with OSAIC based in Louisville, KY, holding Series 63 and 66 licenses and bringing 30 years of industry experience. He has worked with Securities America Advisors and Securities America, Inc. for over two decades and is also associated with Main Street Wealth Management, where he has been involved in insurance brokerage activities related to investment products since 1995. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of advisers. The firm combines brokerage and advisory services with various investment platforms, utilizing asset-allocation tools and third-party managers to offer tailored portfolio solutions.

Zachary Bebout is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fifth Third Bank, Crowe LLP, and the University of Kentucky. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Kimberly Jordan is a financial advisor with Raymond James Financial in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Raymond James since 2012 and serves as Vice President and Branch Manager at Stock Yards Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Paul Oberst is a financial advisor with Merrill in Louisville, KY, holding a Series 66 designation and bringing nine years of industry experience. He has been with Bank of America and Merrill since 2016. Outside of his advisory role, Oberst serves as a joint trustee of the Oberst Gift Trust, a financial planning instrument. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individuals and institutions.

Ricky Crabtree is a Certified Financial Planner (CFP®) with over 31 years of experience, currently serving at Morgan Stanley in Louisville, KY. He has worked with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

Joseph Schmeing is a financial advisor at Robert Baird & Co. with 35 years of industry experience. He holds the Series 65 and Series 63 designations. His prior roles include positions at Stock Yards Bank & Trust, Raymond James Financial, FIFTH THIRD SECURITIES, and Morgan Keegan & Company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies, internal research, and tax management tools.