Brian Helm is a financial advisor with Edward Jones in Fisherville, KY, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of advisory strategies under a fiduciary standard.

Bethany Watkins is a Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA).

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 at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and operated Jumar, LLC dba West Coast Vape Lounge for five years. Based in Louisville, KY, he has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes centralized due diligence and uses a combination of quantitative and qualitative research to develop model asset allocations tailored to client needs.

Robin Lawson is a CFP® professional with 32 years of industry experience. He is currently affiliated with Cetera and has previously worked at Concourse Financial Group Securities Inc for 26 years. Lawson is also the president of Financial Solutions Inc and serves as a board member of the Crossroads Pregnancy Resource Center, a nonprofit organization supporting women and children affected by unplanned pregnancies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and a multi-manager platform.

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.

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 at J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with implementation supported by affiliated investment-management entities.

Isabelle Day is a financial advisor with Charles Schwab in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 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 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 with centralized custody and operational support.

Patrick Cooper II is a CFP® with 41 years of industry experience, currently serving at OSAIC since 1997. He previously worked at Financial Services Center from 1988 to 2011. Outside of his advisory role, he serves as president of the Spring Creek Homeowners Association, overseeing board meetings. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

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 at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with 15 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for eight years before joining Robert Baird & Co. in 2019. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—as well as corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services supported by internal research, manager selection, and advanced tools including artificial intelligence.