Colin Evans is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2020. His prior experience includes roles at Defense Finance & Accounting Service and JJB Hilliard WL Lyons LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

Joel Shepherd is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes service in the United States Air Force and Air National Guard, as well as roles with Pruvit and Epic Sands, LLC. Outside of his advisory work, he is involved in coaching at Highlands Latin School in Louisville, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lonnie May is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning and investment consulting through various advisory programs. Raymond James & Associates is notable for its municipal advisory services and extensive affiliate ecosystem supporting a wide range of portfolio management strategies.

Travis Nicks is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and previously worked at UPS for nine years. Outside of his advisory role, he serves as the treasurer for Big Spring Church of Christ. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs while keeping these services separate.

Todd Fannin is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Jpmorgan Chase Bank, N.A. and managing Fannin Holdings LLC. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Deonna Colvin is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and with 27 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Outside of her advisory role, she is connected to a woodworking business owned by her spouse. 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 municipalities, offering financial planning and consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

James Allen is a CFA® charterholder with 44 years of industry experience. He is currently with Robert Baird & Co., where he has worked since 2019, and has been affiliated with J.J.B. Hilliard, W.L. Lyons, Inc. since 1981. Allen serves on several boards, including Bellarmine University, The Filson Historical Society, and the Speed Art Museum, with roles related to investment oversight. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a blend of in-house and third-party managers, covering traditional and non-traditional investment strategies.

Michael Gauss is a financial advisor with LPL Financial in Louisville, KY, holding the Series 63 designation and bringing 32 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and the Financial Services Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Chris Meriwether is a financial advisor at Morgan Stanley in Louisville, KY, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Rachel Cappola is a financial advisor at Edward Jones with two years of industry experience and a Series 66 designation. Her prior experience includes roles at Morgan Stanley and Riverbend/Securities America Inc/Osaic. Outside of finance, she has been involved with several business ventures and organizations, including JL Hufford Coffee & Tea Company and Indiana University Southeast. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

John Bullock is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans tailored to their individual goals and preferences. He works collaboratively with clients to build, implement, monitor, and adjust their financial plans as their situations evolve, helping them anticipate common retirement challenges. His practice is supported by the resources and tools available through Fidelity, enabling him to provide a consistent and trustworthy client experience. John has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, Portfolio Specialist, and Senior Portfolio Specialist before assuming his current position. This extensive experience has provided him with a broad understanding of portfolio management and client service within the financial industry.

Ivy Ip is a financial advisor at Morgan Stanley with three years of industry experience and a Series 66 credential. Prior to joining Morgan Stanley in 2022, she worked at Citadel for one year. Outside of her advisory role, she sells clothing and beauty products through online apps. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its process.

Ruthanna Goodman is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 credentials and 12 years of industry experience. She previously worked at LPL Financial for 12 years and Park Community Credit Union for 9 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matt Kuerzi is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015, and with Morgan Stanley Smith Barney since 2009. He serves on the investment committee of the Ursuline Society and Academy of Education, a charitable nonprofit based in Louisville, Kentucky. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Robert Allison is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He previously worked with Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies for 27 years. Allison continues to be involved in insurance sales through his role with W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by advanced operational and research tools.

Jodie Parsons is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aloysius Willett is a financial advisor at Robert Baird & Co. with 43 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He also serves as an executor and trustee for his parents' estate. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services through a combination of in-house and third-party managers, covering a wide range of traditional and non-traditional investment strategies.

Chad Perkins is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2024. His previous experience includes roles at SPC and Parkland Securities, LLC, as well as maintaining a self-employed practice since 2002. 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 advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Eric Vegh is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and a variety of traditional and non-traditional investment strategies.

Tracy Knopp is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 designation with 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and approved tools, providing advisory services without individual security recommendations as part of standalone plans.