Samuel Davidson is a financial advisor at Robert W. Baird & Co. in Louisville, KY, holding a Series 66 credential with 5 years of experience at Baird. He has prior experience at Bellarmine University and spent 18 years unemployed before entering the advisory field. His background also includes a brief role at Champions Pointe Golf Club. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, employing a combination of manager-traded and model-traded SMA strategies alongside tax-management and direct-indexing capabilities.

Margaret Mrsic is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 15 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC from 2012 to 2017. Outside of her advisory role, she is the owner of Triple Key Properties, LLC. She is part of The DDK Group, a team within Robert Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement diversified investment strategies.

Michael Hettinger is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., The Prudential Insurance Company of America, Pruco Securities, LLC, Symmetry Financial Group, and Ford Motor Company. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christian Raccippio is an Investment Consultant with Fidelity Investments. In his role, he partners with clients to ensure their investments are aligned with their financial goals, aiming to provide clarity and confidence in their financial future. He has held several positions at Fidelity Investments since 2021, including Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate. Prior to this, he worked as a Financial Representative at Northwestern Mutual from 2020 to 2021. Outside of his professional work, Christian has interests in fitness, football, movies, outdoor adventures, reading, and snowboarding.

Caleb Riley is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and seven years of industry experience. He has held roles at several firms, including Prudential Insurance Company of America and Burlington Alliance Capital Management. Outside of finance, Riley works as a sports official in Louisville, KY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and a wrap program known as Model Wealth Portfolios.

Ernie Lewis Jr. is a financial advisor with LPL Financial in New Albany, Indiana, holding Series 63 and Series 66 licenses and has 17 years of industry experience. His previous roles include positions at J.P. Morgan Securities, BB&T Investment Services, PNC Wealth Management, Natcity Investments, and Morgan Stanley. He is also associated with Centra Credit Union and CUNA Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a range of investment strategies through a large network of advisors and offers additional financial services including insurance, credit accounts, and institutional platforms.

Carlton Head is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005. He also serves as Director of Investments at Heick, Hester, Smith & Associates LLC, where he manages the SPS Advisor discretionary platform and screens investments. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Travis Mahan is a financial advisor at Edward Jones in New Albany, IN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as chairman of the Parish Council and leads the Renovation Committee at St. Johns the Baptist Catholic Church, and he is involved with several nonprofit organizations including the Veterans of Foreign Wars and the American Legion. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Ann East is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Baird and Edward Jones. Outside of her advisory work, she co-owns a rental property with family members. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bruce Miller is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014. Miller serves as a board member of The Temple, a nonprofit organization in Louisville. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Nancy Delony is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 63 license and 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she has been involved with FNJ Properties, Inc., a company undergoing dissolution, where she held an officer position. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Abdullah Asim is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with various Fidelity divisions since 2003. Outside of advising, he manages an eCommerce business focused on household and sports products. Fidelity's Strategic Advisers LLC serves retail and institutional clients, offering investment management and advisory services that include discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, using a combination of fundamental research, quantitative analysis, and systematic methodologies.

Steven Richardson is a CFP® professional with 43 years of industry experience, currently advising at Cetera in Louisville, KY. He has held roles at Cetera Wealth Services, LLC since 2013 and owns Commonwealth Capital Management, LLC. Outside of advisory work, he serves as president of the Sycamore Ridge HOA and co-owns Commonwealth Capital Management Realty, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across a range of program structures and custodial relationships.

Chelsea Colvin is a financial advisor at Robert Baird & Co. with a Series 66 designation and four years of industry experience. She has worked at Robert W. Baird since 2019 and previously held positions at Hilliard Lyons and Williams Lea. She is part of The DDK Group within Robert W. Baird’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 both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Robert Cruse is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding a Series 66 designation and five years of industry experience. His prior work includes roles at United Citizens Bank and Trust Company, Reliance Construction, Henry County Public Schools, and Kentucky State University. Cruse is part of The DDK Group within Baird’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 services including financial planning, portfolio management, and custody and brokerage solutions, utilizing a combination of internally researched manager-traded and model-traded strategies.

Vickie Drury Bauer is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Louisville, KY, holding Series 63 and Series 66 licenses and with 30 years of industry experience. She has worked with Stock Yards Bank & Trust Company since 2015, advising clients on their investment needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Mark Nickel is a CFP®-certified financial advisor with Robert Baird & Co. in Louisville, KY, bringing 23 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously held roles at JJB Hilliard Wl Lyons LLC and Hilliard Lyons dating back to 2006. Nickel serves on the board of the University of Louisville Foundation, where he focuses on the foundation's investment policy and strategy. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, and employs a range of traditional and complex investment strategies.

Laurie Skeen is a financial advisor at Robert Baird & Co. with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.J.B. Hilliard W.L. Lyons, Inc. and Park Community / LPL Financial. Outside of her advisory role, she is a notary, a position she has held since 1999. She 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 provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement diverse investment strategies.

Erika New is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds the Series 66 designation and has previously worked at Spalding Insurance Group and Commonwealth Bank & Trust. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

Tanner Hyland is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Louisville, KY. He has 11 years of industry experience, having been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, he is involved in insurance consulting and serves as president of TDH Ventures LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and custody platforms.