Andrew Thomas is a CFP® and holds a Series 66 license with Edward Jones in Corydon, IN. He has 13 years of industry experience, having been with Edward Jones since 2012. Outside of his advisory work, he owns a commercial rental property in Corydon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Todd Twyman is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, Twyman serves as a FINRA arbitrator in an independent contractor capacity. 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 and financial planning services supported by structured planning tools and investment modeling techniques.

Robyn Brading is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at New Washington State Bank for eight years. 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 programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

London Smith is a financial advisor with Merrill and holds Series 63 and Series 65 credentials. He has 28 years of industry experience and has worked at Merrill since 2009 and Bank of America, N.A. since 2013. Outside of his advisory role, Smith is a co-owner of a for-profit S-corporation called Guiseppi & Dom Inc, which operates under the name Come Back Inn. 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 a range of model-based and discretionary investment strategies for individual and institutional clients.

Sean Lydon is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at Cetera Investment Advisors LLC since 2026. Lydon also serves as a financial professional at Cape Investment Management and has a background in pharmaceutical distribution and healthcare systems analysis at McKesson. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment strategies.

Julie Jones is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she works as a receptionist at an assisted living facility. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Robert Ritz is a financial advisor with Edward Jones in New Albany, IN, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various net-worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branches.

Jessica Tretter is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Fifth Third Securities, Inc. and has been with LPL Financial since 2011. Outside of her advisory role, she serves as a CFP instructor at Bellarmine University. 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 institutions. Its offerings include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad range of financial services.

Matt Williams is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously was with Chase Investment Services Corp. from 2008 to 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Quinton Coffman is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in education and insurance roles, including three years at South Harrison Community School Corporation and three years at AIG. Outside of his advisory role, he is a part-owner of a family real-estate investment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the United States.

Heather Poole is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. Her prior employment includes Merrill and Bank of America, N.A. She is also involved with the YMCA as a part-time member service associate, assisting with enrollment and member support. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers comprehensive financial planning and consulting services, employing multiple portfolio management styles and affiliated research, while providing notable municipal advisory and market-making services.

Austin Barnett is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at Attention 2 Detailz and was involved with Board and You. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets through a large network of financial advisors.

Douglas Justice Jr. is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and previously spent 20 years with PNC Investments before joining Raymond James in 2026. The firm, Raymond James & Associates, manages approximately $501 billion in assets and serves a wide range of clients including individuals, institutions, and municipal entities. It offers financial planning and consulting services with a variety of portfolio management strategies and is notable for its municipal advisory services and extensive affiliated network.

Daniel Moyers is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and with 27 years of industry experience. He has been with Cambridge since 2010. Outside of his advisory role, Moyers serves as a board member for Pitt Academy in Louisville, KY, and is president of Moyers Financial Services Inc., where he acts as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, providing multiple portfolio management and platform options tailored to client objectives.

Nicholas Peregoy is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and possessing 17 years of industry experience. He previously worked at PNC Investments Inc for 11 years before joining Raymond James & Associates in 2021. In addition to his advisory role, he is involved in life, long-term care, and disability insurance sales and marketing through Crump Life Insurance. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles supported by affiliated research and model managers.

Lizet Constanza Mueller is a financial advisor with Primerica Advisors in New Albany, Indiana, holding Series 63 and Series 65 licenses and with seven years of industry experience. Prior to her current role, she worked at the U.S. Census Bureau and has been involved in educational tutoring and translation work. She is the founder, vice president, and treasurer of the Saint Michael Foundation for Polyphony & Chant, a nonprofit organization. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies created by unaffiliated asset managers and offers limited discretionary separately managed account options.

Jacob Gorr is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC between 2016 and 2022. Outside of his advisory role, he serves as an arbitrator in the finance and banking sector. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers planning services largely in an advisory capacity.

Timothy Campisano is a financial advisor with Raymond James & Associates in Louisville, KY, holding CFP® and Series 66 credentials and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he owns a rental property used to house his son and his son's college lacrosse teammates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services while supporting a range of portfolio management styles and research resources.

Patrick Yates is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

William Rumple is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a joint investment partner in a property development business in Borden, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment options, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.