Christopher Carpenter is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 14 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for seven years before joining Robert Baird & Co. in 2019. Outside of his advisory role, he serves as a board member and real estate sales associate for William C Carpenter Inc. 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 services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, using a combination of internal research and external partnerships to support client strategies.

Leigh Parker is a Series 66 credentialed financial advisor with 11 years of industry experience. He has been with Edward Jones in Louisville, KY since 2014. Outside of his advisory role, he is a co-owner of a restaurant investment in Texas Roadhouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,000 financial advisors nationwide and manages approximately $1.01 trillion in assets under management.

Michael Gilbert is a financial advisor with Ameriprise in Louisville, KY. He holds a Series 66 designation and has experience across multiple firms, including Triple Crown Advisors and Gilbert Weinrich Watkins PLLC. His background also includes roles outside finance such as work with Jefferson County Public Schools and Dick's Sporting Goods. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kimberly Garrett is a financial advisor with Edward Jones in Jeffersonville, IN, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Edward Jones since 2010. No other business activities were reported with client-facing responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a variety of discretionary and non-discretionary investment strategies.

Shane Calkin is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Uber, Smith and Nephew, and Parker Hannifin. Outside of his advisory role, he also manages a short-term rental property listed on Airbnb. Raymond James & Associates serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Theo Bachmann is a financial advisor at Edward Jones in Clarksville, IN, holding a Series 66 designation. He began his advisory career in 2026 and has previously worked in various roles outside the financial industry, including positions at Old National Bank and Fleet Feet. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a range of advisory strategies and maintains a large national network of advisors and branch offices.

Andrew Bronger is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and 24 years of industry experience. He worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 20 years before joining Robert Baird in 2019. Outside of his advisory role, he serves as a lacrosse coach at Oldham County High School. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pension plans, and charitable organizations. The firm employs a range of investment strategies and utilizes internal research and technology, including AI, to support client advice.

Roger Cox is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Edward Jones since 2019. Prior to his advisory career, he spent 13 years at Papa John's International. He was also owner and president of Orange Cardinal Concepts, Inc., a company that operated Supercuts salons and is currently in the process of closing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

James Miller Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Angela Taylor is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Robert Baird & Co. since 2019, following positions at J.J.B. Hilliard W.L. Lyons and Raymond James Financial. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs supported by internal research and advanced tools such as artificial intelligence.

Richard Wilson Sr. is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley since 2014, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. based in Louisville, KY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and methodologies.

Sarah Barnes is a financial advisor at Ameriprise in Louisville, KY, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Nationwide Advisory Solutions and the University of Louisville. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income reliability and tax-aware withdrawal strategies.

Alex Cartwright is a Financial Consultant at Fidelity Investments, a role held since 2022. Prior to this, Alex has held several positions within Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, with continuous service at the company since 2019. Alex collaborates with clients to identify priorities in their personal and financial lives, aiming to build long-lasting relationships based on mutual respect and trust. The approach focuses on understanding clients' goals and objectives to develop financial plans that work towards providing peace of mind.

Emily Andrada is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and five years of industry experience. She previously worked at MML Investors Services and Ricke & Associates, with a combined career spanning over 18 years prior to joining Ameriprise. Andrada serves on the Board of Directors and Marketing Committee of the Community Foundation of Southern Indiana. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Snyder is a financial advisor with Ameriprise in Goshen, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes nine years at JJB Hilliard W.L. Lyons LLC before joining Ameriprise Financial Services in 2017. Outside of advising, he serves on several boards including The Mahan Foundation, the Oldham County Deputy Sheriff's Merit Board, and the Kentucky Thoroughbred Association. Ameriprise offers a retirement-income planning service primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations. The firm delivers advisory, brokerage, and insurance solutions through affiliated companies and emphasizes a structured, algorithm-supported approach to retirement income planning.

Phillip Hanna Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes tools such as Monte Carlo simulations and the Global Investment Committee’s return estimates to support its planning process.

Tracy King is a financial advisor with UBS Financial Services in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with UBS Financial Services since 2007. 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 strategies to clients’ goals and risk tolerances.

Logan Kalb is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Louisville, KY, with three years of industry experience. His prior roles include positions at Apple Inc., The Prudential Life Insurance Company of America, and Best Buy. 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 recommending eligible strategies.

David Riggs is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked at CrossCountry Mortgage LLC, Humana Inc, and Schneider Electric. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Amanda Janssen is a CFP® certificant with seven years of industry experience, currently serving at OSAIC since 2024. Her prior roles include positions at Securities America, Inc. and Sortino Advisory Partners, LLC. Outside of her advisory work, she is active in community organizations such as the Southern Indiana SHRM as Programming Director and serves on the marketing committee for the Community Foundation of Southern Indiana. Osaic Wealth, Inc. provides a broad range of financial services to retail and institutional clients through a large network of advisers, offering integrated brokerage, investment advisory, and retirement plan consulting services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed accounts and unified managed account programs.