Kelly Graybill is a financial advisor at J.P. Morgan Securities in Louisville, KY, with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Rachel Gast is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In her position, she provides support, guidance, and education to clients and their families, working alongside Financial Consultants to address client needs and goals. Rachel approaches client interactions with the intent to simplify complex financial situations and build confidence in clients' financial and life decisions. She draws on her expertise to assist clients in navigating their financial planning journeys. Outside of her professional work, Rachel enjoys camping, cooking and baking, fitness activities, hiking, kayaking, and spending time with her pets.

Charles Satram is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. His background also includes military service in the U.S. Army and academic positions at the University of Louisville and Keiser University. 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 and offers financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance product sales through affiliated entities.

Billie Wilson is a financial advisor at Robert Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JJB Hilliard WL Lyons LLC and Private Client Services, LLC. His prior fiduciary appointment for a domestic partner is noted in his other business activities. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with services such as financial planning, portfolio management, and custody and brokerage. The firm utilizes a mix of SMA strategies, overlay management, tax-management, and internal research including artificial intelligence in its advisory process, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Nickolus Stephens is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 credential and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Stephens serves on the board of the YMCA, is a past president of the South Oldham Rotary, and is involved with the Canstruction Oldham County canned food building competition. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a program that integrates algorithmic automation with advisor oversight.

Lawrence Nagel is a Private Wealth Advisor with Merrill Private Wealth Management. He focuses on a wide range of client needs including family wealth management strategies, institutional consulting, legacy planning, liquidity management, socially responsible and ESG investing, tax minimization, and retirement income. Lawrence holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Hamilton College. Beyond his professional work, Lawrence has engaged in community service through leadership roles at the J.B Speed Art Museum, serving as a Governor from 2012 to 2016 and as a Trustee from 2016 to 2018, including a term as Chair from 2013 to 2015. Lawrence is a lifelong learner and enjoys fishing, skiing, spending time with his family, and playing tennis.

Todd Walz is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2006. Outside of his advisory role, he operates Profit Propaganda, a business active since 2007. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad range of portfolio management styles and affiliated research.

Natalia Reyes is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with four years of industry experience. She has worked at Baird since 2022 and previously held roles at C.H. Robinson and NTT Data. Outside of her advisory work, Reyes serves as the treasurer and a board member for the Women in Networking Chapter 6. She is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of investment strategies including separately managed accounts, tax management, and model-traded solutions, supporting its advisory work with internal research and strategic partnerships.

Jason Hunsucker is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 24 years of industry experience. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. for 17 years before joining LPL Financial in 2022. Outside of his advisory role, he is the CEO and business owner of GivApp LLC, a non-investment-related venture. 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 and model portfolio programs, utilizing a variety of investment strategies and technology tools.

William Wobbe is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He has been with Robert Baird since 2019 and has worked at J.J.B. Hilliard, W.L. Lyons, Inc. since 1995. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a director at the Pendennis Club in Louisville, overseeing club management and finances. He 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 tailored consulting and portfolio services, including discretionary and non-discretionary management, using a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Alexander Davis is a Series 66-licensed advisor with Robert Baird & Co. in Louisville, KY, bringing 14 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with Jjb Hilliard Wl Lyons LLC since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies, tax-management techniques, and ongoing manager selection supported by internal research and technology.

Jonathan Lintner is a financial advisor with Ameriprise in Louisville, KY, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved with Heick, Hester Smith & Associates, a wealth management business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools, while emphasizing a range of advisory, brokerage, and insurance solutions.

Gabriel Cora is a Series 66-credentialed financial advisor with Morgan Stanley in Louisville, KY, with less than one year of industry experience. His background includes roles in education and retail prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of advisory programs, including plans coordinated through employer agreements.

Russell Ferreri is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Ferreri teaches the math curriculum and learning methodology at the Russian School of Math Louisville for K-8 students. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

James McMahon is a CFP® professional with 12 years of industry experience, currently serving at Raymond James Financial. His career includes nearly a decade with Raymond James and Associates and a brief tenure at West End School. McMahon holds a vice president position and ownership role at Harmony Wealth Partners and serves on the Anchorage City Council in Louisville, KY. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting services to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

William Fuller Jr. is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Robert Baird & Co. since 2019 and J.J.B. Hilliard, W.L. Lyons, LLC since 2008. Outside of his advisory roles, he advocates for an internet-based client relationship management system called JAZZRO. The DDK Group at Robert W. Baird & Co. serves individuals including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and other services supported by internal research and a range of investment strategies.

Kirk Sweeney is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various JPMorgan Chase entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Ronny Bass is a Series 66-licensed financial advisor at UBS Financial Services with 26 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 13 years before joining UBS in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

John Greely is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He joined Fidelity in 2006 and has held various roles including Investment Consultant, Retirement Solutions Representative, Investment Representative, Full Trader, and 401k Consultant. Prior to joining Fidelity, he worked as a Customer Service Representative at Fifth Third Bank from 2004 to 2006. John's career has been focused on retirement planning, driven by his personal motivation to help clients avoid common pitfalls as they approach retirement. His roles have provided him with experience across investment services and retirement solutions, enabling him to offer comprehensive financial consulting to his clients.

Mark Krebs Jr. is a financial advisor at Morgan Stanley in Louisville, KY, with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Krebs serves as a board member of the Quarterback Club of Louisville KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process.