Katelyn Bronger is a Series 66-credentialed financial advisor with Morgan Stanley, based in Louisville, KY. She has four years of industry experience, including prior roles at PNC Investments. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and employer-based financial planning agreements.

Donald Hunter is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Directors for Augsburg College and is President of the CFA Society of Louisville. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides tailored retirement income planning utilizing a combination of proprietary research, third-party data, and algorithmic tools.

Gregory Middleton is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of advising, he is the owner of Middleton Properties, LLC, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Xinyi Xia is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management in Boston. She provides personalized wealth management strategies tailored to align with clients' individual financial goals and evolving market conditions. Xinyi’s expertise covers a range of client focus areas including college and education planning, family wealth management, legacy and philanthropic planning, retirement planning, portfolio management, tax minimization, and wealth strategies for women. Xinyi holds a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. She maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fluent in English, Mandarin, and Yue (Cantonese), she emphasizes a collaborative approach to financial planning, working closely with clients to develop strategies that support their long-term objectives. Outside of her professional role, Xinyi engages with community organizations through volunteer work and enjoys personal interests such as boating, cooking, hiking, traveling, and yoga.

Amy Hanlin is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds the Series 66 designation and has worked at Baird since 2020, following eight years at U.S. Bank. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Steven Smith is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Robert Baird & Co. since 2019 and also maintains a role at J.J.B. Hilliard W.L. Lyons, LLC since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers along with overlay services and various investment strategies.

Hannah Witt is a financial advisor at Stifel in Louisville, KY, holding a Series 66 designation with six years of industry experience. She has been with Stifel Nicolaus since 2020 and has prior work experience with Robert Half, Olin Brass, and Elite Built Homes. Stifel serves a broad range of clients, including individuals and institutional entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Lilli Whitlow is a Financial Advisor with Brennan, Dill & Associates at Merrill Lynch Wealth Management. Her career in wealth management was influenced by her close relationship with Mollie Brennan, an advisor at Brennan, Dill & Associates, which gave her an early appreciation for the impact that thoughtful financial guidance can have on individuals, families, and future generations. She earned a Bachelor of Business Administration in Finance from the University of Kentucky and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Lilli serves clients who often face complex decisions involving liquidity events, business transitions, retirement planning, wealth transfer, and long-term financial stewardship. Her expertise includes family wealth management strategies, legacy planning, liquidity management, women and wealth, and tax minimization. Lilli emphasizes understanding what matters most to each client and collaborates with clients and their professional teams to develop personalized strategies tailored to their unique circumstances. Her approach includes investment planning and broader conversations about family, legacy, and financial decision-making. She is a member of Southeast Christian Church. Outside of work, Lilli enjoys boating, cooking, interior decorating, spending time with her family, traveling, and practicing yoga.

Jessica Miller is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She previously worked at PNC Investments for two decades before joining Raymond James in 2024. 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, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Heather Sparks is a Financial Consultant at Fidelity Investments, where she has been working since 2020. In her role, she prioritizes her clients' goals and objectives to help them achieve clarity and confidence in their financial futures. Heather aims to build trust with her clients to the extent that they feel comfortable referring their close family and friends to her. Her approach centers on aligning financial strategies with the specific needs of each client. Outside of her professional work, Heather is interested in family activities, spending time with pets, and reading.

Richard Corbett is a Wealth Management Advisor at Merrill Lynch Wealth Management in Lexington, Kentucky. With over 24 years of experience in financial advising, including eight years with Merrill Lynch, he specializes in providing tailored financial guidance. His expertise encompasses legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Richard supports diverse client groups such as business owners preparing for exit or retirement, divorcees, widows, and widowers, retirees crafting lifetime income plans, and pre-retirees structuring retirement goals. He assists clients in designing financial strategies aligned with their values and guides them through the estate planning process. Richard holds a Bachelor's Degree from Western Kentucky University and maintains professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He is a devoted husband and father of three, guided by his faith in Jesus Christ. He attends Southland Christian Church in Lexington, where he volunteers on the Guest Services Team. Outside of his professional role, Richard enjoys playing golf, following sports programs such as University of Kentucky Wildcats Football and Basketball, traveling, and spending time with his family. He is also involved with organizations like Southland Christian Church and Business Networking International.

Mark Damron is a CFP® professional with 32 years of industry experience, currently serving at LPL Financial since 2000. Based in Louisville, KY, he holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology and a broad platform of financial services.

Elizabeth Trotter is a financial advisor with Thrivent Investment Management in Louisville, KY, holding a Series 66 designation and seven years of industry experience. She has worked at Thrivent Financial since 2019 and previously at American Income Life and Humana. Trotter serves as president of Women in Networking, a group focused on professional networking, support, and business best practices for women. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive planning across various topics and the option to combine planning with managed accounts through a consolidated billing system.

Tracy Redmon is a CFP® professional with 29 years of experience in the financial services industry, currently serving at Ameriprise since 2020 and having a long tenure with Ameriprise Financial Services, Inc. prior to that. She is based in Louisville, KY. In addition to her advisory work, Redmon co-owns a life coaching business focused on helping clients overcome limiting thoughts, and she holds leadership roles on the boards of Family Scholar House and Family, Inc. 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 ongoing tax-aware withdrawal strategies designed for clients nearing or in retirement.

Robert Melillo is a ChFC® and Series 66 licensed financial advisor with Edward Jones in Louisville, KY, with five years of industry experience. Prior to joining Edward Jones in 2021, he worked in the aviation sector with Triton Airways LLC and Nexgen Aviation LLC, and at Aerotek. He is involved in flight instruction activities in Louisville. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products through a nationwide network of advisors and branch offices.

Calvin Rasey is a financial advisor with OSAIC based in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Physicians Asset Services, LLC and Securities America Advisors, Inc. among other firms. Outside of advising, he is president of Riverbend Physicians, LLC, a marketing organization focused on financial services for the medical community, and serves as a board member of the Wolfcreek Homeowners Association. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services with a range of portfolio management options and access to third-party money managers.

William Courtenay is a Series 66-registered financial advisor with Merrill in Louisville, KY. He has one year of industry experience and has previously worked at Bank of America, N.A. His prior work includes positions at the University of Louisville, University of Kentucky, and Louisville Honda World. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Susan Cassell is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies to individual clients, focusing on areas such as family wealth management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Susan graduated Cum Laude from the University of Kentucky in 1999 with a Bachelor of Science degree in Economics and Finance. During her studies, she interned in retail, operations, and trust departments at a local bank. After graduation, she worked in trust operations and portfolio management at regional banks managing funds for non-profit and institutional clients. Pursuing professional development, she earned the Chartered Financial Analyst (CFA) designation in 2004 and holds additional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Lexington, Kentucky, Susan balances her career with family life, raising two children and caring for a dog. She values continuous learning and aims to support her clients in making sound financial decisions tailored to their individual goals. Additionally, she dedicates time to volunteer work within her community, reflecting the tradition of community participation upheld by Merrill.

Ethan Puffer is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside finance, such as managing APHIX Lawn Services and working at BrightSpring Health Care and Polo Fields Country Club. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs model-driven investment strategies developed by internal and third-party portfolio strategists and offers financial planning, access to third-party asset managers, and affiliated non-securities services.

Michelle Marks is a financial advisor with Stifel in Louisville, KY, holding a Series 66 designation and six years of industry experience. She previously worked at Raymond James and Associates, Inc. and Coca-Cola. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.