Erskine Courtenay is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been investing family assets since 1999 and joined Merrill in 2012. Erskine specializes in goals-based wealth management, working with families to integrate their personal values into financial planning. His approach includes collaborative development of value-based goals across income, investments, insurance, education, and wealth transfer, leveraging the global resources of Merrill and banking products through Bank of America, N.A. Erskine holds a Bachelor's and a Master's degree from George Washington University as well as a Master's degree from Thunderbird School of Global Management. He is a Chartered SRI Counselor (CSRIC) and a Personal Investment Advisor (PIA). He is a member of professional and community organizations including Rotary and the Louisville Society of Financial Analysts. Erskine is multilingual, speaking both French and English. Outside of his professional work, Erskine is engaged in community activities and maintains memberships with organizations such as Rotary. He lives in Louisville with his wife and family.

Victor Meyerowitz is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses and 22 years of industry experience. Prior to joining LPL in 2017, he worked at Private Client Services, LLC for seven years and has operated Meyerowitz/King, a CPA firm specializing in tax preparation and accounting, since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions through a broad network of advisors. The firm offers a range of financial planning and investment services, including model portfolios and third-party asset management, supported by advanced operational tools.

Brian Edelen is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Johnson & Johnson, Clinical Solutions, LLC, and Edge Diagnostics. Outside of advising, he owns Edelen Holdings LLC, a company involved in the maintenance of rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Wade White II is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and starting his industry career in 2026. He has experience working with Upward Bound TRIO Program and Morehead State University. Outside of finance, he is involved in entrepreneurial activities through D&W Window Cleaning LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment implementation and offers financial planning, consulting, and access to third-party asset managers.

Tara Guhy is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 designation with seven years of industry experience. She has worked at Morgan Stanley since 2018 and previously was employed at St Matthews Feed & Seed from 2015 to 2018. 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 tailored financial planning using structured tools and market modeling techniques.

Nancy Mahoney is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2010 and at Citigroup Global Markets since 1989. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning that incorporates structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Solomon Belkin is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, Central Bank and Trust Co, and the University of Louisville. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Foster is a CFP® with 33 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. He has also been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Outside of his financial advisory work, he is president of Threesome Construction, a company that owns farmland leased to a tenant farmer in Oldham County, Kentucky. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing customized financial planning and portfolio management services across a range of traditional and non-traditional investment strategies.

James Groves III is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Outside of his advisory role, he is a member of an LLC created to hold University of Louisville basketball and football tickets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and municipal advisory capabilities.

Tanner Bates is a Series 66 licensed financial advisor with Ameriprise in Simpsonville, Kentucky, and has four years of industry experience. His work history includes roles at Flathead Lake Lodge and Western Kentucky University. He also owns Tanner Bates LLC and works as an advisor assistant at David Bates and Associates Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

Davis Sims is a financial advisor with Edward Jones in Louisville, KY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Humana for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Kamron Terry is a financial advisor at Edward Jones in Shelbyville, KY, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he is a member and guitarist for the musical group Alice Blue Gown. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelly Graybill is a financial advisor at J.P. Morgan Securities in Louisville, KY, with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Rachel Gast is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In her position, she provides support, guidance, and education to clients and their families, working alongside Financial Consultants to address client needs and goals. Rachel approaches client interactions with the intent to simplify complex financial situations and build confidence in clients' financial and life decisions. She draws on her expertise to assist clients in navigating their financial planning journeys. Outside of her professional work, Rachel enjoys camping, cooking and baking, fitness activities, hiking, kayaking, and spending time with her pets.

Charles Satram is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. His background also includes military service in the U.S. Army and academic positions at the University of Louisville and Keiser University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance product sales through affiliated entities.

Billie Wilson is a financial advisor at Robert Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JJB Hilliard WL Lyons LLC and Private Client Services, LLC. His prior fiduciary appointment for a domestic partner is noted in his other business activities. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with services such as financial planning, portfolio management, and custody and brokerage. The firm utilizes a mix of SMA strategies, overlay management, tax-management, and internal research including artificial intelligence in its advisory process, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Nickolus Stephens is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 credential and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Stephens serves on the board of the YMCA, is a past president of the South Oldham Rotary, and is involved with the Canstruction Oldham County canned food building competition. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a program that integrates algorithmic automation with advisor oversight.

Lawrence Nagel is a Private Wealth Advisor with Merrill Private Wealth Management. He focuses on a wide range of client needs including family wealth management strategies, institutional consulting, legacy planning, liquidity management, socially responsible and ESG investing, tax minimization, and retirement income. Lawrence holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Hamilton College. Beyond his professional work, Lawrence has engaged in community service through leadership roles at the J.B Speed Art Museum, serving as a Governor from 2012 to 2016 and as a Trustee from 2016 to 2018, including a term as Chair from 2013 to 2015. Lawrence is a lifelong learner and enjoys fishing, skiing, spending time with his family, and playing tennis.

Todd Walz is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2006. Outside of his advisory role, he operates Profit Propaganda, a business active since 2007. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad range of portfolio management styles and affiliated research.

Natalia Reyes is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with four years of industry experience. She has worked at Baird since 2022 and previously held roles at C.H. Robinson and NTT Data. Outside of her advisory work, Reyes serves as the treasurer and a board member for the Women in Networking Chapter 6. She is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of investment strategies including separately managed accounts, tax management, and model-traded solutions, supporting its advisory work with internal research and strategic partnerships.