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 at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he held positions at Waddell & Reed and Midland National Life Insurance Company, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including retirement plan consulting and model portfolio management, supported by research from LPL and third-party subadvisors.

Mark Hyland is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and is also involved in insurance consulting through AHA Insurance Network and operates as an independent insurance agent. Additionally, he is founder and owner of MJH Management, Inc. and Hyland Financial in Louisville, KY. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing a range of portfolio management and model-based solutions tailored to client objectives.

Oliver Tuller is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Cetera and Commonwealth Capital Management. His prior experience includes roles at PNC Investments and PNC Bank. He provides investment advice through Commonwealth Capital Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a nationwide network of over 10,000 advisors.

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®-certified financial advisor with Ameriprise, bringing three years of industry experience. Before joining Ameriprise, he worked at The Vanguard Group and several financial and educational institutions. Ameriprise offers retirement-income planning services tailored to clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide structured recommendation reports. The firm serves high-net-worth individuals through a centralized consulting team and delivers a broad range of advisory, brokerage, and insurance solutions.

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 Series 66-licensed financial advisor with 14 years of industry experience, currently with LPL Enterprise since 2024. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and several other financial services firms. Outside of finance, Hart has served as a sports announcer for the University of Kentucky Athletic Department since 2000, as well as for EKU and Transy sporting events. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform combining adviser programs with product sales and leverages LPL’s research, model portfolios, and third-party portfolio management.

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 at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services Inc and MassMutual. Outside of his advisory role, he serves as the head wrestling coach at North Oldham Middle School. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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 with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC beginning in 2012. Hendon serves as a board member on the Investment Finance Committee at Bellewood & Brooklawn. 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 through customized financial planning and portfolio management services. The firm employs a variety of investment strategies and offers municipal advisory and public finance services alongside its broader wealth management capabilities.

Austin Templeton 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 previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Prior to his financial services career, he held positions at Olive Garden Italian Restaurant and Dick's Sporting Goods. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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.

Jeffrey Esarey is a financial advisor with Edward Jones in Jeffersonville, IN, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Esarey serves as a board member of Walnut Ridge Cemetery Inc. in Jeffersonville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Jennifer Mc Kinley is a financial advisor with UBS Financial Services in Louisville, KY, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Raymond James & Associates, Merrill Lynch, and RetireOne, where she also managed sales operations and client conversion processes. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions and research from UBS Global Research to tailor investment plans aligned with clients’ goals and risk tolerances.

Diahanna Vallentine is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Allen Capital, LLC, and has been with LPL Financial since 2015. Outside of her advisory role, Vallentine is involved with MyelomaCrowd, a nonprofit helping patients find financial resources for medical treatment, serves as a writer for the PEN Patient Empowerment Network, and serves on the advisory counsel for Genentech. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Alexander Deitz is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 credential and has prior work experience at the University of Kentucky, the Federal Deposit Insurance Corporation, and various corporate and educational institutions. Outside of advising, he has been involved with John's Run/Walk Shop. 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 tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals and risk tolerances.