Jason Walters is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julie Jones is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she works as a receptionist at an assisted living facility. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a range of investment vehicles, including insurance-related products and bank deposit sweep options.

Marc Jackowitz is a financial advisor with UBS Financial Services in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he operates an independent, home-based online travel consulting business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Austin Barnett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Attention 2 Detailz and served on the Board and You in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Julianne Miller is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise. Her prior experience includes roles at Northwestern Mutual, Kestra Advisory, Meritrust Wealth Management, and Bernstein Private Wealth Management. She serves on the Board of Directors for Commercial Real Estate Women (CREW) Louisville and is the Sponsorship Chair. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

Kelsey Skorodziyevskiy is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with J.P. Morgan Securities in Louisville, KY. Prior to joining J.P. Morgan, she worked at First Command Advisory Services and held roles at Bank of America and Merrill Lynch. She is also a member of VK Brands LLC, an e-commerce business involved in apparel sales. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Brandon Wolf is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with 12 years of industry experience. He 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Shu is a financial advisor with Remington Wealth Management LLC in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. He has been with Remington Wealth Management since 2008, operating as a solo advisor. Remington Wealth Management LLC is an independent, single-advisor registered investment adviser serving individual clients. The firm primarily provides non-discretionary portfolio management and conducts periodic account reviews using specific methods of analysis.

Kevin Carrico is a CFA® charterholder with 12 years of experience in the financial industry. He is the sole advisor at Springhouse Financial, LLC, an independent firm based in Louisville, KY. Outside of his advisory role, Mr. Carrico manages Maurice Carrico Farm, LLC, where he oversees leasing farm property for agricultural use. Springhouse Financial provides portfolio management and financial planning services to individual clients, managing approximately $17 million in assets across 21 client relationships. The firm maintains a small client base with a focused approach to account management.