Richard Sandman is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His career includes roles at Edward Jones, Silver Oak Securities Inc, and Humana Inc, as well as a period of self-employment. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jim Yockey is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Cambridge since 2019 and previously was with NEXT Financial Group. In addition to his advisory role, Yockey is an author of several books including "Money Moves" and "Playing With Your Mind; Manage Your Brain, Change Your Game; A Mental Game of Golf Book." Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a variety of portfolio management options and model-based solutions tailored to client objectives, alongside institutional features and documented conflict-of-interest controls.

George Reed is a financial advisor with Ameriprise in Louisville, KY, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Ameriprise in 2022, he worked at FedEx Ground and Patterson Dental. He also serves as an Operations Director overseeing advisory business operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides tailored recommendation reports and ongoing advice focused on retirement income strategies, using proprietary research and third-party data within a defined investment framework.

Paul Stone Jr. is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Charles Uhl is a financial advisor with Edward Jones in Louisville, KY, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Charter Communications / Spectrum Enterprise for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Daniel Jacus is a CFP® professional with 11 years of industry experience, currently serving at Raymond James Financial in Louisville, KY. His prior experience includes roles at JP Morgan Chase Bank and Heyman Talent Agency. He is also involved with Harmony Wealth Partners as an independent contractor, providing comprehensive financial planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and it supports municipal advisory and SIMPLE IRA consulting services within a large advisor network.

Travis Langdon is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services and LPL Financial. Langdon is president of Langdon Financial, an S Corporation providing financial services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that may include a broad range of investment products.

Ross Demmerle is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 31 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 20 years before joining Robert Baird in 2019. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

David Bates IV is a CFP®-certified financial advisor with Ameriprise in Louisville, KY, bringing 33 years of industry experience. He has been with Ameriprise since 2005 and is involved in a family cattle business alongside his advisory work. Bates also serves on the board of Shaker Village of Pleasant Hill and plays guitar and mandolin in an acoustic band. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through a collaborative approach involving centralized analysis and non-discretionary implementation.

Jason Magar is a financial advisor with LPL Financial in Louisville, KY, holding CFP® and Series 66 credentials and bringing 19 years of industry experience. He previously worked for Securities America, Inc. for 10 years. Outside of his advisory role, he serves as COO of GivApp LLC, a software and technology company. 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 and brokerage services, including financial planning, model portfolios, participant-level retirement advice, and institutional platforms.

Logan Alderson is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Total Quality Logistics, Truist Financial, Rick Hendrick's BMW, and Franklin Bank and Trust. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tersia Stroupe is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo entities since 2009, including her current role starting in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to performance reporting and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Melvin Goss Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Silver Oak Securities, Inc., and Certified Retirement Resources, Inc. He is based in Louisville, KY. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s approach includes model-driven investment implementation and access to third-party asset managers, alongside affiliated trust custody, insurance services, and a collateralized lending program.

Christopher Mcrae is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at various divisions within Raymond James since 2013. Outside of his advisory role, Mcrae serves on the Tennis Committee board at Big Spring Country Club and is an owner and financial advisor at Clearpath Financial LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm utilizes tailored, non-discretionary consulting approaches supported by advanced analytical tools and maintains specialized offerings, including a SIMPLE IRA Employer Advisory program and municipal advisory services.

Angela Higgins is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior experience includes roles at Merrill and Hilliard Lyons, where she worked from 1997 to 2020. Outside of her advisory work, she is involved as an instructor with Pure Barr LLC and SoIN Flow LLC. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services. The firm combines model-traded strategies, tax management, and ongoing manager oversight, and it reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Curren Khadey is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he was associated with Moneyline Wealth Management and has held roles in various organizations including Kentucky Refugee Ministries and Bluegrass Lending. 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 and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Aidan Smith is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. Prior to joining UBS, he held positions at Northwestern Mutual Insurance and Daviess County Public Schools. 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 capital market research and institutional trading capabilities into its wealth management services.

Melisa Gulley is a Series 66-licensed financial advisor with Edward Jones in Louisville, KY, and has six years of industry experience. Prior to joining Edward Jones in 2019, she held roles at Cornerstone Engineering, Inc. and MCM CPA's & Advisors, and has been co-owner of Gulley Painting, LLC since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management.

Amanda Fry is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2017 and brings over 15 years of experience in the financial services industry. Prior to her current role, Amanda spent a decade performing financial analysis at the Defense Finance and Accounting Service. She specializes in wealth management strategies, including college education planning, retirement income, tax minimization, and managing new wealth. Amanda holds a Bachelor’s degree in Business Management from Purdue University and a Master of Business Administration from Indiana University. She is also a Personal Investment Advisor (PIA) and is affiliated with professional organizations such as Alpha Gamma Delta and Southeast Christian. Outside of work, Amanda enjoys spending time with her family, watching her children’s sports activities, running, and traveling.

Almerine Stout III is a financial advisor with UBS Financial Services in Louisville, KY, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with UBS since 2013. Outside of his financial career, he teaches beginner ballroom dance lessons at Kim's Dance Studio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.