Chad McCauley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from Bellarmine University and has 26 years of experience in the financial services industry. In his role, Chad helps clients develop strategies to manage their personal and business finances, focusing on areas such as family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. He emphasizes prompt service and prioritizes clients' needs in alignment with Merrill's client-first principle. Chad resides in Louisville, KY with his wife Stacy and their two children. He is active in the community and involved with Friends School, where he serves on the board of directors. Outside of work, his personal interests include golfing, hiking, and spending time with his family.

Jeffery Grantz is a financial advisor at Edward Jones in Jeffersonville, IN, holding a Series 66 designation. He joined Edward Jones in 2025 after working in the orthopedics industry with Zimmer Biomet Orthosolutions and OrthoMidwest Depuy Synthes. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Steven Whitcomb is a financial advisor with Charles Schwab in Louisville, KY, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of his advisory role, he is co-owner of ChesterHeights LLC, a family partnership involved in the commercial breeding and selling of thoroughbreds. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, brokerage, custody, and financial planning services. The firm is notable for its large scale, integrated operational structure, and multi-asset investment approach.

Andrew Doan is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at First Allied Advisory Services, Inc. and First Allied Securities Inc. He is also involved in independent financial contracting and serves as vice president of a non-CPA tax preparation firm. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

Robert Cregor is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ganna Kravchuk is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in personalized wealth management strategies designed to align with clients' evolving financial goals and changing market conditions. Ganna focuses on areas including corporate benefits, divorce transition planning, family wealth management, retirement income, tax minimization, and small business strategies, among others. She holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from the University of Louisville. Ganna earned both her Master's and Bachelor's degrees from Kiev National Linguistic University. Fluent in Ukrainian, Russian, and English, she utilizes her expertise to provide clear investment recommendations and financial advice tailored to individual client needs. Outside of her professional work, Ganna enjoys interior decorating, reading, traveling, and spending time with her family. Her approach centers on helping clients uncover what matters most to them and their families in order to pursue their financial objectives.

Jax Goldberg is a financial advisor with UBS Financial Services holding a Series 66 designation. He has been with UBS since 2022 and previously worked in educational roles at the University of Louisville, Samford University, and Saint Xavier High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad service platform.

Thomas Barnes Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a partner in two restaurant and nightclub ventures in Louisville, Kentucky. 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 including tailored financial planning, supported by structured discovery processes and firm-approved planning tools.

William Benoit Jr. is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a wide range of capital markets and advisory solutions.

Marcus Norton is a financial advisor with OSAIC and holds a Series 66 designation. He has 19 years of industry experience, including long-term roles at Gilliam, Mease & Associates and Securities America. Outside of his advisory work, Norton is a flight instructor based in Louisville, KY, providing training to aspiring and current pilots. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers.

Christina Harmon is a CFP® and ChFC® with 17 years of industry experience. She is currently with Wells Fargo Clearing and has previously worked at firms including Michael Bush, Northwestern Mutual Investment Services LLC, and Robert Baird & Co. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

James Hatcher is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long-term roles at PFS Investments Inc and Primerica Financial Services, as well as a brief tenure at Wilson & Muir Bank. Outside of finance, he is involved in creative pursuits such as music, comedy, writing, and recording, with works available on platforms like iTunes and Amazon, and he is affiliated with Go 90 Grow Training Solutions LLC. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, through a wrap-fee asset management program that utilizes model-driven strategies developed by unaffiliated asset managers.

Crystal Kehrer is a financial advisor with Edward Jones in Jeffersonville, IN, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is a co-owner of a lawn service business in Greenville, IN, though she does not have operational responsibilities. 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 nationwide network of over 23,000 financial advisors.

Misti Maddox is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services, leveraging research from Wells Fargo Investment Institute and applying diversification and modern portfolio theory in its investment evaluations.

Patrick Gaughan is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding the Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also the owner of BlueCap Financial LLC and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, with investment strategies tailored to client objectives and delivered via multiple platforms.

Donald Dentinger is a financial advisor at Raymond James & Associates with 27 years of industry experience. He has held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Raymond James. Dentinger holds Series 63 and Series 65 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Levi Jones is a CFP® professional with 11 years of industry experience, currently affiliated with Charles Schwab in Louisville, KY. His prior work includes roles at Fidelity Investments and multiple positions within the Charles Schwab organization dating back to 2014. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and a centralized platform for advisory, brokerage, custody, and cash-sweep services.

Marcus Folmar is a financial advisor with Edward Jones in Louisville, KY, holding CFP® and Series 66 credentials and having 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the owner of Fannie Mae Lee, LLC and manager of Folmar Enterprises, LLC, both involved in real estate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Nathanael Mccauley is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2016 and concurrently associated with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Rahsaan Shareef is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, Family and Children's Place, JC Penney, and other firms. Outside of finance, he owns Rahsaan & Hakeem LLC, a music production company specializing in instrumentals. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals, offering a combination of wrap fee advisory programs, managed accounts, and financial planning services. The firm provides both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts through a multi-asset, model portfolio approach.