Donald Kohler Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as an officer and director of a local private company and holds trustee positions in several trusts. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, employing a structured financial planning process supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Angelique Grimball is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Truist Bank, TD Ameritrade, Charles Schwab Bank, and Charles Schwab and Co. Inc. Outside of finance, she owns and operates a family and event photography business, Images by Angelique. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through both direct and employer-based financial planning agreements.

Jeffrey Day is a financial advisor with Charles Schwab in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Fisher Investments. Outside of his advisory work, he serves as an assistant girls soccer coach at Ballard High School. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides centralized custody and operational support.

Carla Rice is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Robert Baird since 2019 and previously spent 27 years at J.J.B. Hilliard, W.L. Lyons, Inc. She has also been affiliated with the University of Louisville for over 30 years. The DDK Group, Carla’s team within Robert W. Baird & Co.’s Private Wealth Management department, serves a diverse client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management through various managed account programs, and custody and brokerage services, supported by ongoing manager selection, internal research, and a range of investment strategies.

Erika Hughes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has previously worked at Home Instead Senior Care and Kentuckiana Rheumatology. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brennen Carlsen is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he was with Pruco Securities LLC and has been involved in HR and employee benefits through PADOC LLC since 2017. Brennen also has experience as a self-employed professional and has worked in education roles. 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, third-party asset management, and institutional platforms.

Andrew Thomas is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds the Series 66 designation and has previously worked at U.S. Bancorp Investments, U.S. Bank, and JP Morgan Chase Securities. Outside of his advisory work, he serves as president and coach of a nonprofit youth baseball travel team. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Marc Young is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2012. He holds a Series 66 license and is based in Louisville, KY. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.

Mark Lindemoen is a CFP® and holds a Series 66 license with Edward Jones in Louisville, KY. He has eight years of industry experience, including five years at PharMerica before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Hal White Jr. is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior experience includes roles at Edward Jones, Hal White Financial, Stonewood Financial, and Grainger. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Hall is a financial advisor at Edward Jones in Louisville, KY, holding Series 63 and Series 66 credentials with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Hall serves as a director for Skyline Smyrna Hotel LP, a hotel development and management firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Daniel Love is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Baird, he worked at Fidelity Investments and has a diverse background including roles at Family Excellence Group, Green River Area Development District, and Austin Peay State University. Robert Baird & Co.’s Private Wealth Management department, which includes the DDK Group, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

Brandy Bailey is a Financial Consultant at Fidelity Investments, a role she has held since 2016. She employs a collaborative approach to financial planning, working closely with clients to create actionable strategies tailored to their financial goals. Her process emphasizes clarity and adaptability, aiming to develop plans that can evolve alongside her clients and their families. Her professional experience spans multiple positions within Fidelity Investments, including Investment Consultant, Retirement Services Representative, Investments Representative, and Trading. Prior to joining Fidelity, Brandy worked as an Agent at New York Life from 2009 to 2011, and earlier held the position of Director of Marketing and Customer Service at WWW Internet Fund between 1998 and 2000. Outside of her professional responsibilities, Brandy has interests in baseball, music, and traveling.

Ernest Cory II is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 63 designation and 46 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 42 years before joining Robert Baird in 2019. Cory also serves as a FINRA arbitrator. Robert Baird & Co.’s Private Wealth Management team, including the DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, consulting, and portfolio management services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Joseph King is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 designations and possessing 48 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at JJB Hilliard WL Lyons LLC since 2016. He is part of The DDK Group, a team within Robert Baird & Co.’s Private Wealth Management department that serves a diverse client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and ongoing manager monitoring.

Richard Renaud is a financial advisor with Ameriprise in Louisville, KY, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he owns a home repair and mail order business where he manages advertising scheduling. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Timothy Oetken is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He has also worked with JJB Hilliard WL Lyons LLC since 2016. His outside interests include being a passive investor in several family-related real estate and development ventures. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual and institutional clients, including high net worth individuals and charitable organizations. The firm utilizes a range of portfolio management strategies and ongoing manager oversight supported by internal research and technology tools.

Carey Wilcox is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets for 14 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Yano Touma is a financial advisor with Robert Baird & Co. holding a Series 66 designation and 24 years of industry experience. He previously worked at JJB Hilliard W.L. Lyons LLC from 2008 to 2019 before joining Robert Baird & Co. in 2019. Touma serves on the board of directors for Hunting Creek Country Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

Michael La Vera is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 credential and seven years of industry experience. He has been with Raymond James since 2018 and previously worked at AmeriSave Mortgage Corp. from 2015 to 2018. Raymond James & Associates is a large 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.