Anthony Carney is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 provides both brokerage and advisory solutions.

Geoffrey Stenger is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has worked with JPMorgan Chase entities since 2012, including roles at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach emphasizes written asset allocation advice, investment manager searches, and customized reporting, supported by a centralized due diligence team that integrates quantitative and qualitative analysis.

Tracey Marshall is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Primerica Advisors, she worked at Primerica Financial Services and has experience in healthcare and nursing education. She has also been involved in entrepreneurial activities through Louisville Learning LLC and Personal Best LLC. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Andrew Spurlock is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for three years. Prior to his financial career, he held various roles including positions at Jet's Pizza and teaching appointments at Spalding University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio styles and in-house research.

Jonathan Smith is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Smith serves on the Bellarmine University Alumni Board, volunteers as a firefighter in his local neighborhood, and contributes freelance articles to local and national publications. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Laura Young is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise and its affiliated entities since 2000. Outside of her advisory role, she serves as Operations Director at Heick, Hester, Smith & Associates LLC in Louisville, KY. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Thomas Smith is a financial advisor with LPL Financial in Louisville, KY, holding a Series 66 credential and 25 years of industry experience. His prior experience includes roles at Waddell & Reed, Midland National Life Insurance Company, and managing his own firms, T Smith Enterprises LLC and T Smith Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Hyland is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also has a background with HBH Insurance Group beginning in 2003. Outside of his advisory role, he is involved in independent insurance consulting and owns several business entities related to financial and insurance services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Oliver Tuller is a CFP® professional with 13 years of industry experience. He is currently a financial advisor at Cetera and Commonwealth Capital Management, having previously worked at PNC Investments, PNC Wealth Management, and Fidelity. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brian Whitfield is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2011. In this role, he collaborates with clients to conduct thorough financial analyses and develop detailed financial plans tailored to their experience, goals, and risk tolerance. These plans are regularly evaluated and adjusted as needed to address clients' changing financial circumstances. Prior to his current role, Brian worked as a Financial Consultant at Charles Schwab from 2009 to 2011, a Financial Advisor at JP Morgan Chase from 2008 to 2009, and an Investment Consultant at Fidelity Investments from 2000 to 2008. He holds a California Insurance License.

John Ryan is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services. Before joining Ameriprise, he held roles at The Vanguard Group and Level Four Financial. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm combines proprietary investment research and algorithmic tools to provide tailored, tax-aware retirement recommendations.

Amy Ashton is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with three years of industry experience. She has been with Baird since 2020 and previously worked at Technology Advice and QuinStreet. Prior to her finance career, she was associated with Christ Church United Methodist for nine years. Amy is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Joyce A. Meyer is a financial advisor with UBS Financial Services in Louisville, KY, holding Series 63 and Series 65 designations and possessing 29 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she has ownership interests in a commercial land LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings, utilizing proprietary research and model-based asset allocations to tailor advice to clients.

Don Hart is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and other financial firms. In addition to his advisory work, he has served as a sports announcer for the University of Kentucky Athletics Department and other sports organizations since 2000. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it also offers access to various financial planning, insurance, and affiliated trust services.

Mark Switow is a financial advisor at UBS Financial Services with 42 years of industry experience, including 37 years at UBS. He holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as chairman of the investment and compensation committees and participates in strategic planning at the Jewish Heritage Foundation for Excellence in Louisville, Kentucky. He is also a member of the finance committee for the Bay Harbor Yacht Club in Michigan. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services through its integrated platform.

Michael Hart is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Before joining J.P. Morgan in 2019, he worked at MML Investors Services Inc and MassMutual for nine years. He is also currently the head wrestling coach at North Oldham Middle School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations, with implementation support from related J.P. Morgan entities.

John Liston is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 66 designation and has been with RW Baird since 2019. The DDK Group, part of Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. The team customizes strategies based on client goals and risk tolerances, utilizing a range of investment approaches including traditional and non-traditional allocations.

Kathryn Hendon is a financial advisor at Robert Baird & Co. with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for seven years before joining Robert Baird in 2019. Outside of advising, she serves as a board member and on the investment finance committee for Bellewood & Brooklawn. Robert Baird’s Private Wealth Management team, including the DDK Group where Hendon works, serves individuals, corporate clients, pensions, and charitable organizations with a broad range of financial planning and portfolio management services incorporating manager-traded and model-traded SMA strategies, tax management, and internal research tools.

Austin Templeton is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Amanda Kugel is a financial advisor with Morgan Stanley in Louisville, Kentucky, holding Series 63 and Series 66 licenses and with 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as Treasurer and an officer for the Shoals Elementary PTO, a voluntary school organization. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning services supported by structured discovery processes and firm-approved planning tools.