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.

David Price is a financial advisor at Edward Jones in Shelbyville, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Marrillia Design and Construction and Operation Parent. 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 wide range of advisory programs, investment solutions, and affiliated financial services through a large nationwide network of advisors and branches.

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.

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.

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.

Benjamin Redfield is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and six years of industry experience. He has worked at Robert Baird & Co. and JJB Hilliard WL Lyons LLC since 2019 and previously was affiliated with the University of Kentucky and JJB Hilliard WL Lyons LLC. Outside of his advisory work, he is an owner and landlord of two real estate entities in Kentucky. Robert Baird & Co.’s DDK Group serves individuals, families, pension plans, corporations, and charitable organizations by providing financial planning and portfolio management services tailored to client goals and risk tolerances. The firm offers a range of investment strategies and combines in-house and third-party managers, along with municipal advisory and public finance services.

Kimberly Blakely is a CFP® professional with four years of industry experience, currently advising at Robert W. Baird & Co. Incorporated. Her prior experience includes roles at Mariner Wealth Advisors, Ameriprise, and Stock Yards Bank & Trust. She serves as a board member of the Financial Planning Association of Kentuckiana, a nonprofit organization based in Louisville, KY. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, supported by internal research and a combination of manager-traded and model-traded investment strategies.

Matthew Bailey is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Northwestern Mutual and operated a mowing and tree service business. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of portfolio management solutions and uses both proprietary and third-party strategies tailored to client objectives.

Jeffrey Bellucci is a financial advisor with Ameriprise in Simpsonville, KY, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bellucci serves on the boards of the Hopeful Hearts Foundation Inc. and the Clydesdale Athletic Club and volunteers with the Generous Giving stewardship ministry at Southeast Christian Church. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, utilizing a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax efficiency and withdrawal strategies. The firm serves clients with substantial investable assets and combines advisory, brokerage, and insurance solutions through its affiliated entities.

Kenneth Ballenger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the boards of the River Ridge Development Authority and the Clark Floyd Counties Convention Tourism Bureau in Jeffersonville, IN. Wells Fargo Clearing provides retirement plan consulting services to ERISA-qualified and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scot Hutcheson is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2008. He began his career in financial services in 1986 and is a licensed Certified Public Accountant. While he does not provide tax advice in his current role, he leverages his accounting background to coordinate tax minimization strategies with clients' CPAs, focusing on risk and wealth management strategies. He holds a bachelor's degree from Murray State University and is a CERTIFIED FINANCIAL PLANNER™ certificant. Scot also holds FINRA Series 6, 7, 26, 63, and 65 registrations. Additionally, he carries various professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with the American Institute of CPAs and the Kentucky Society of CPAs. Scot serves on the board and as treasurer of Feeding America Kentucky's Heartland and is involved with St. James Catholic School. He resides in Elizabethtown with his wife, Rene, and their five children.

Richard Paris is a financial advisor at Raymond James & Associates in Louisville, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Raymond James, he worked at Forvis Mazars, LLP and was involved with the Universal Cheerleading Association. He serves on the Alumni Council for the Christian Academy of Indiana as the 2018 Class Ambassador. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a nationwide team of advisers.

Jared Sletto is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Citigroup. His background also includes roles in diverse industries such as aviation and automotive. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized custody and operational support.

Brian Chelliah is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank since 2013. 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 brokerage, distribution, and investment management capabilities.

Ashley Ellett is a financial advisor at Ameriprise in Louisville, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, she worked at Southern Glazer's Wine and Spirits and Jim Beam Distillery. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual advice focused on dependable income and tax-aware withdrawal strategies.