Kara Endres is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Robert Baird & Co. since 2019 and also has experience at JJB Hilliard WL Lyons LLC. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and advisory services, utilizing internal research and tools, including artificial intelligence, to support client recommendations.

Scott Donald is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Advocare and Humana. Outside of his advisory role, he is a director of SMLK Properties LLC, a future real estate venture based in New Albany, IN. 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 solutions, supported by a nationwide network of over 23,700 financial advisors and maintains affiliated capabilities beyond advisory services.

Walter Schwartz is a financial advisor with Raymond James Financial in Louisville, KY, holding a Series 63 designation and over 30 years of industry experience. He has been with Raymond James Financial Services since 2000 and with Raymond James Financial since 2009. Outside of his advisory work, he owns Walt Schwartz Aviation, LLC, which involves plane ownership. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable focus on providing advisory services rather than discretionary management.

Cole Driver is a Planning Consultant at Fidelity Investments, where he partners with clients and their Financial Consultants to build, maintain, and update financial plans tailored to clients' evolving needs during preparations for retirement, the transition into retirement, and throughout retirement. He aims to help clients have confidence in their financial futures by utilizing the tools and resources provided by Fidelity. Cole has been with Fidelity Investments since 2021, progressing through roles including Financial Representative from 2021 to 2022, Relationship Manager from 2022 to 2024, and currently serving as a Planning Consultant since 2024. Prior to joining Fidelity, he worked as a Financial Wellness Consultant at KeyBank from 2020 to 2021. Outside of his professional responsibilities, Cole has interests in fitness, food, football, golf, outdoor adventures, and pets.

Heather Shonkwiler is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. 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 under management and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Stephen Watkins is a financial advisor with OSAIC in Louisville, KY, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Securities America, Inc., and has been self-employed since 2017. He also engages in fixed insurance sales through Gilliam Mease Advisors LLC as part of his overall financial planning services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Joshua Henry is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at PNC Investments Inc. from 2010 to 2022. He has been associated with Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management provides advisory programs catering to both individual and institutional clients, delivering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a comprehensive range of investment solutions.

Calhan Shanks is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses and three years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2022. Outside of finance, he is involved in photography through his ongoing role with You 'N Me Photographs. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Logan Lee is a financial advisor at Ameriprise in Louisville, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at UPS, First Financial Bank, and PNC Bank, among other roles. Outside of financial advising, he is involved in swimming pool maintenance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning and ongoing advice based on algorithmic analysis and investment research.

Amy Collins is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, Collins works with Personnel Best, LLC, providing community living support and respite care for individuals with developmental disabilities. 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, utilizing structured planning tools and firm-approved methodologies without providing individual security recommendations as part of standalone plans.

Sharon White is a financial advisor at UBS Financial Services with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to client goals and risk tolerances.

Bruce White is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he is a partner in a family-owned business that operates a deli in Louisville, KY, although he does not participate in daily operations. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporations, and municipal entities. The firm offers tailored financial plans and investment recommendations, with a notable focus on public finance and municipal work alongside its retail advisory services.

Tania Miles is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 14 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent 18 years at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of her advisory role, she serves as a board member and treasurer for the Zeta Iota Chapter of Psi Iota Xi in Indianapolis. She 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 customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

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 with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

Travis Nicks is a Series 66 credentialed financial advisor with Thrivent Investment Management, based in Louisville, KY. He has three years of industry experience and previously worked at UPS for nine years. Outside of his advisory role, he serves as treasurer for Big Spring Church of Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering these services either on a one-time or ongoing basis without discretionary trading authority.

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 bringing 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 provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with specialized capabilities in municipal finance and institutional consulting.

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.