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 66 licenses and bringing 23 years of industry experience. Her previous roles include positions at Allen Capital, Waddell & Reed, FIFTH THIRD SECURITIES, PNC Wealth Management, Natcity Investments, and L.M. Kohn & Company. She serves on the advisory counsel for Genentech and contributes as a writer for the Patient Empowerment Network; additionally, she assists Myeloma patients in finding financial resources through a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management solutions, with a network of over 22,800 advisors and a platform integrating both advisory and non-advisory financial services.

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.

Robert Cross is a financial advisor with J.P. Morgan Securities based in Louisville, KY, holding Series 63 and Series 66 credentials and three years of industry experience. He has prior work experience at JPMorgan Chase Bank and has co-owned a photography business, BoBo Photo LLC, focusing on portraits, sports, weddings, and some corporate events. Additionally, he is involved in a holding company related to a dance studio property owned by his family. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations, with implementation supported by affiliated entities.

Vincent Cameron is a financial advisor at Stifel in Louisville, KY, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he is the owner of Cameron Ventures LLC, which operates an Airbnb business. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Eric Heick is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, Heick pursues photography and videography through a personal project called DownSetHeick Photography, which involves occasional paid work for friends and family. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Donna Resch is a financial advisor with Robert W. Baird & Co., holding a Series 63 designation and over 41 years of experience in the industry. Prior to joining Baird in 2019, she spent 30 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of her advisory work, she serves as Board President of The Culbertson Home for Old Ladies. She is part of The DDK Group within Baird’s Private Wealth Management department, which provides services to individuals, business clients, pensions, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management strategies, manager selection and monitoring, and tax-management capabilities to support client objectives.

Nicholas Dickinson is a Certified Financial Planner (CFP®) with 38 years of experience in the financial industry. He has been with Stifel Nicolaus & Co., Inc. since 2005. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning decisions.

Maria Anderson is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 licenses and having 29 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and methodologies.

Conrad Newman is a CFP® professional with eight years of experience in financial services, currently affiliated with Cetera. His prior roles include positions at Northwestern Mutual Wealth Management Company and PNC Bank, among others. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than 10,000 advisors and roughly $256 billion in assets under management.

Matthew Merlo is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at The Charming Turtle, Five Iron Golf, and various roles within the University of Louisville and community organizations like the YMCA of Greater Cincinnati. He has engaged in both educational and recreational sectors before beginning his advisory career. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its services.

Brent Stern is a financial advisor at Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery conversations and firm-approved planning tools.

Sandra Halliburton is a financial advisor with LPL Financial based in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She previously worked at L.M. Kohn & Company for 16 years and has been involved with Green & Halliburton since 2002. Outside of her advisory work, she is the owner of Halliburton Saddlebreds LLC, a business unrelated to her core financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with model portfolio programs, third-party asset management access, and institutional platforms while maintaining one of the largest advisory businesses in the industry.

Chris Hudson is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he works as a college basketball official during the basketball season. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Amy Cooper is a financial advisor with Stifel in Louisville, Kentucky. She holds a Series 66 designation and has five years of industry experience, including prior work at Prolacta. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and planning analyses.

David Gripshover is a financial advisor at UBS Financial Services with nine years of industry experience. He has worked at UBS since 2018, following earlier roles at Edward Jones, American Commercial Barge Lines, and the University of Louisville. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. 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.

Colin Backert is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Baird in 2022, he served in the United States Air Force for six years. Outside of his advisory role, he is involved as a college football official on the replay staff for the Sun Belt Conference and will be serving as a traditional guardsman with the Tennessee Air National Guard. Baird’s Private Wealth Management department, including the DDK Group team, 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, utilizing internal research and a combination of manager-traded and model-traded strategies.

Joseph Clay is a financial advisor based in Louisville, KY, affiliated with Cetera. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. His prior roles include positions at PNC Investments LLC and TIAA-CREF. Clay also provides financial planning through Commonwealth Capital Management, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with over 10,000 advisors and assets under management exceeding $256 billion.

Andrew Burdsall is a financial advisor with OSAIC, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Securities America Advisors and Securities America, Inc. for over two decades and is the owner of Riverbend Tax Services & Bookkeeping Inc. Burdsall serves on the board of the Community Foundation of Southern Indiana and is a founding director of TimeCentric Inc., a payroll services software company. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with various portfolio management options and is recognized for its scale, complex affiliate network, and recent consolidation activity.