Christopher Lynch is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Baird Trust Company and Fifth Third Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Gregory Mullaney is a financial advisor at LPL Financial with 17 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining LPL Financial in 2024, he spent 15 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in a tax preparation and bookkeeping service through Somnio CPAs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, utilizing both discretionary and non-discretionary investment strategies.

Kristina Richards is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. Richards serves as PTA Vice President at Lincoln Elementary Performing Arts School in Louisville, KY. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Wendy Gonzales Davis is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Thrivent Financial for Lutherans since 2013. Outside of her advisory role, she serves as a director for Cedar Lake Inc., an organization providing care and enrichment activities for mentally disabled adults. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based planning across various financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Michael Jackie is a financial advisor with UBS Financial Services in Louisville, KY, holding Series 65 and Series 63 licenses and having two years of industry experience. He has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and several other financial firms. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

William Boyd is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014, based in Louisville, KY. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Camden Grandstaff is a financial advisor with Equitable Advisors, holding a Series 66 designation and having one year of industry experience. Prior to joining Equitable Advisors, Camden worked in various roles including positions at the University of Southern Indiana and French Lick Resort. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory platforms.

Kevin Wheeler is a financial advisor at Merrill with Series 63 and Series 65 designations and one year of industry experience. Prior to joining Merrill in 2026, he worked at Fifth Third Securities and Fifth Third Bank and held teaching roles at Bellarmine University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Andrew Day is a financial advisor at Ameriprise with a Series 66 designation. He has been with Ameriprise since 2025 and has prior work experience at SS&C Technologies, Inc. outside of the financial advisory industry. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focusing on retirement income planning through written reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Peter Pagano is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing three years of industry experience. His prior work includes roles at SCS MGMT LLC and Ameriprise, alongside managing a family business, Alla Famiglia LLC dba Mercato Italiano, for four years. He is also involved in a real estate business, C&P Real Estate LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 extensive resources.

Steven Holley is a Senior Financial Advisor at Merrill Lynch Wealth Management in Louisville, Kentucky. He joined Merrill Lynch in May 1995 after completing a 20-year career as an officer in the United States Army. Steven holds a Master's Degree in Business from Webster University and a Bachelor of Science Degree from the University of Kentucky. He is also a Personal Investment Advisor (PIA). With 30 years of experience as a Wealth Management Advisor, Steven assists clients in areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. His approach emphasizes building lasting relationships based on trust and competence through objective development, risk assessment, plan implementation, and results tracking. Steven collaborates with clients' attorneys, accountants, and other advisors to coordinate financial and legacy strategies. Outside of his professional role, Steven is married to his wife Faye, and they have two daughters who are part of the Holley, McCauley & Associates team. The family has been active members of the Westport Road Church of Christ for 30 years. Steven enjoys adventure sports, chess, hiking, hunting, spending time with family, and traveling.

Benjamin Williams is a financial advisor with LPL Financial in Louisville, KY, holding a Series 66 credential and 19 years of industry experience. He previously worked for L.M. Kohn & Company for 16 years and has been associated with Green & Halliburton for over two decades, where he is also involved in Medicare insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions supported by advanced research tools and serves a large network of advisors managing over $819 billion in discretionary assets.

Neil Abney is a financial advisor with Ameriprise in La Grange, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. Outside of advisory work, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daryl Regenauer is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at several firms including Wells Fargo Advisors and FSC Securities Corp. Outside of his advisory role, Regenauer is an instructor at the Commonwealth School of Insurance and operates an independent insurance agency. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services. The firm offers various portfolio management options through independent Financial Professionals and maintains proprietary model strategies alongside access to unaffiliated strategists.

Haywood Gilbert is a Financial Consultant at Fidelity, a position he has held since 2024. In this role, he partners with clients to co-create tailored financial plans that align with their personal goals and preferences. He employs a collaborative planning process centered around client relationships and leverages the resources at Fidelity to develop and implement strategies aimed at helping clients work toward their objectives. Prior to his current role, Haywood held several positions at Fidelity, including Investment Consultant (2023-2024), Workplace Planning Consultant II (2022-2023), and Retirement Brokerage Services Associate (2020-2022). This progression reflects his growing experience and expertise within the financial services industry. Outside of his professional responsibilities, Haywood's personal interests include camping, cooking and baking, social events with friends, outdoor adventures, spending time with pets, and reading.

Connor Sheryak is a financial advisor with UBS Financial Services in Louisville, KY, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2018, he worked at the University of Notre Dame and Georgetown University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Thomas Fischer is a CFP® professional at OSAIC with 43 years of industry experience. He has been affiliated with OSAIC since 2024 and previously operated Fischer LLC since 2009. Fischer is also part owner and solicitor for Queen City Capital Management LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers a range of brokerage, advisory, and managed-account services, utilizing firm-provided asset-allocation tools and third-party management solutions.

Samuel Morton is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at firms including Investment Centers of America and Chase Investment Services Corp. Morton operates Morton Financial Services, an investment-related business affiliated with his LPL practice. 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 portfolio programs, third-party asset management, and institutional platforms.

Hilary Persley is a CFP®-certified financial advisor with 25 years of industry experience, currently serving clients at Edward Jones in Louisville, KY since 2010. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Daniel Allen is a financial advisor with Ameriprise in Charlestown, IN, holding a Series 66 designation and 12 years of industry experience. He worked at Edward Jones from 2013 to 2023 before joining Ameriprise. Outside of his advisory role, he serves as the head coach of the New Washington Middle School baseball team and is Vice President of the New Washington Youth League. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.