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. She holds Series 63 and Series 65 licenses and has 21 years of industry experience, including 10 years with her current firm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Aloysius Willett is a financial advisor at Robert Baird & Co. with 44 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird since 2019, following a 35-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He also serves as an executor and trustee for his parents' estate. Robert Baird & Co.’s DDK Group, where he is based, serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct indexing capabilities.

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 33 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for 10 years and Wells Fargo Clearing for 4 years. He 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 financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing internal research, model-traded strategies, and tax-management techniques.

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.

Zachary Langley is a Series 66 licensed advisor at Fidelity with one year of industry experience. His prior work includes roles at PNC Bank and positions outside finance, including employment at Rafter Bar and Grill and La Dolce Vita. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.

Burdette Park is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill Lynch. Outside of his advisory role, he owns and operates a farm in Kentucky where he raises beef cattle and hay. 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, offering customized financial planning and consulting with a range of investment management styles.

Lawson Brendle is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working closely with clients to define their financial goals and develop personalized portfolio strategies. He focuses on areas including education planning, executive compensation, legacy planning, personal retirement planning, portfolio management services, and serving clients in the sports and entertainment sectors. Lawson emphasizes a client-centered approach, adapting financial plans as individual circumstances evolve. He holds a Bachelor's Degree and a Master's Degree from Auburn University at Montgomery. Lawson has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His background reflects a commitment to collaboration and service, shaped by early experiences in sports and church community. Outside of his professional work, Lawson participates in community activities through Reality & Truth Ministries. His personal interests include basketball, football, golfing, table tennis, volleyball, spending time with family, and watching movies.

Douglass Donaldson Jr. is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was with Wells Fargo Clearing Services, LLC from 2016 to 2021. Outside of his advisory role, he has a partial ownership interest in 3D Ventures, LLC, a non-investment related business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Christopher Hass is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include ten years at Parkland Securities and 20 years at SPC. Outside of his advisory work, he is involved in an investment club called Louisville Money Makers. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using a combination of proprietary research and third-party strategies.

Joseph Hamilton is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to joining Raymond James & Associates, he held roles at Robert Baird & Co. and JJB Hilliard WL Lyons 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 broad client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research resources.

Matthew Erxleben is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked for Southeast Christian Church for eleven years. Outside of his advisory role, he participates as a guest speaker and preacher at Christian camps and churches in Indiana and Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of investment advisory programs and maintains a large national advisor and branch network.

Maynard Hopper 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. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he pursues writing as a hobby, planning activities such as blogging, YouTube content, subscription email services, and self-publishing. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a wide range of portfolio management approaches and affiliated research.

Daniel Shepard is a financial advisor at Cetera with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including LPL Financial LLC and Ameriprise Financial Services. Outside of advising, he is a golf coach at Floyd Central High School, managing practices and tournaments for the golf team. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment strategies.

Luke Edds is a financial advisor at Stifel with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life. Outside of his advisory role, he serves on the board of the Middletown Chamber of Commerce, a non-profit organization supporting business growth in the Louisville area. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services built on a proprietary investment methodology developed by its Investment Strategy Group.

John Volpert is a financial advisor at Edward Jones in Louisville, KY, holding Series 65 and Series 63 credentials with 13 years of industry experience. His prior positions include roles at UBS Financial Services and Securities America Advisors. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers various advisory programs and investment solutions under a fiduciary standard.

Mason Morris Frey is a financial advisor with Equitable Advisors in Louisville, KY, holding a Series 66 designation. He began his advisory career in 2026 at Equitable Advisors. Prior to that, his work experience includes roles in various industries such as logistics, technology, and retail. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and utilizes a range of third-party asset management programs.

Lisa Clark is a financial advisor with Merrill in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 2017. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.