Katherine Kicklighter is a financial advisor at Ameriprise with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following a 14-year tenure at Hilliard Lyons. Outside of her advisory work, she is involved in family land ownership through an LLC managing property inherited from her parents. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 licenses with 10 years of industry experience. His prior roles include positions at Baird Trust Company, Harvey Investment Company, PNC, Vanderbilt University, and J.J.B. Hilliard, W.L. Lyons, LLC. 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, portfolio management, and brokerage services, employing a mix of manager-traded and model-traded strategies alongside tax management and direct indexing.

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, holding Series 63 and Series 66 designations and over 30 years of industry experience. His prior roles include long tenures at Securities America Advisors and Securities America, Inc. He is also a producer at MainStreet Wealth Management, where he has been involved in insurance brokerage activities since 1995. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach is model-based, emphasizing asset allocation and portfolio optimization supported by various analytical tools and multiple management options.

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 based in Louisville, KY, holding a Series 66 credential and bringing 10 years of industry experience. He has been affiliated with Bank of America and Merrill since 2016. Outside of his advisory role, he serves as a joint trustee of the Oberst Gift Trust, a financial planning instrument. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities.

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 W. Baird & Co. in Louisville, KY, with 35 years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Stock Yards Bank & Trust, Stock Yards Investment Services, Raymond James Financial, FIFTH THIRD SECURITIES, and Morgan Keegan & Company. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and a mix of manager-traded and model-traded strategies.

Brandon Luttrell is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Gerald Oliver is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Questar Asset Management. Outside his advisory role, he owns OLIVER INSURANCE & FINANCIAL and serves as president of JERRY OLIVER INC, managing commissions from life and health insurance companies. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Philip Meisel III is a CFA® charterholder based in Louisville, KY, with 38 years of industry experience. He has been with Stifel since 1987. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to deliver investment analysis and allocation guidance based on forward-looking capital market assumptions and probabilistic modeling.

Leigh Staples Ralston is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. Prior to joining Robert Baird & Co. in 2019, Ralston worked for 35 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of advising, Ralston is involved in a family farming operation in Bedford, KY. Robert Baird & Co. is an institution with over 2,600 advisors and provides a range of financial planning, consulting, and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded separately managed account strategies, tax management, and unified fee arrangements, supported by internal research and strategic partnerships.

Keileigh Sweeney is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Her background includes roles at Elevate Fitness, Blairwood, Esporta Fitness, Norton Healthcare, YMCA, and Louisville Male High School. Robert Baird & Co. is a firm that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a variety of financial planning, portfolio management, and brokerage services supported by internal research, manager selection, and a combination of manager-traded and model-traded strategies.

Dean Hickerson is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY. He holds Series 65 and Series 63 designations and has 11 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers services through various platforms, including proprietary model strategies under the Founders Gate Capital brand.

Anthony Davis is a CFP® with 20 years of experience in the financial industry. He has been with Fidelity and its affiliates since 2002, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, serving a broad range of investors including registered investment companies and charitable funds.

Mark Sandbach is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and modeling techniques but generally does not provide individual security recommendations within standalone plans.

Kara Endres is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Robert Baird & Co. since 2019 and also has experience at JJB Hilliard WL Lyons LLC. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and advisory services, utilizing internal research and tools, including artificial intelligence, to support client recommendations.