Jennifer Bigler is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through multiple specialized programs.

Vincent Straight is a financial advisor with UBS Financial Services in Louisville, KY, holding a Series 66 designation and seven years of industry experience. Before joining UBS in 2018, he worked at Dick's Sporting Goods from 2015 to 2018 and attended Indiana University Southeast. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

Richard Paris II is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 63 designation and over 31 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as a pastor and missionary leader for the Remnant Church of Jesus Christ of Latter Day Saints in southern Indiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

William Speer is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Morgan Stanley and has previously worked at Bank of America and Merrill. Speer serves as a board member for Home of the Innocents, a Louisville-based nonprofit focused on children’s health and welfare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm’s financial planning emphasizes structured discovery conversations and utilizes advanced modeling tools, serving approximately $2.74 trillion in client assets.

Reece Stephens is a financial advisor at Robert Baird & Co. with two years of industry experience. He previously worked at Edward Jones and Old National Bank and holds a Series 66 designation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research tools and partnerships.

Patrick Shellenberg is a financial advisor at Edward Jones in Louisville, KY, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Corey Jones is a financial advisor at Ameriprise based in Louisville, KY, holding a Series 66 designation. He has held various roles including positions at Joe W. Taylor CPAs and New Covenant Trust Company, as well as experience in educational and retail settings. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Bradley Walker is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, having previously been with J.J.B. Hilliard, W.L. Lyons, Inc. since 2001. Outside of his advisory role, he serves on the board of NOBO Inc., a start-up medicinal cannabis holding and consulting company, where he provides organizational oversight and financial management guidance. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional allocations to complex and non-traditional investments.

Samantha Petter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes roles at Truist Investment Services, FIFTH THIRD SECURITIES, and Fifth Third Bank National Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Philip Mccauley III is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mccauley is an author focused on educational research and publishing and serves on the Trinity High School Foundation Board’s Investment Committee. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Thomas Gaines III is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Morgan Keegan & Company, LLC. In addition to his advisory role, he operates T. W. Gaines & Co., which sells fixed insurance products including long-term care, fixed annuities, and universal life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by technology tools for operational and research purposes.

Derrick Rhodes is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2021 to 2024 and as a Financial Advisor at Merrill Lynch from 2017 to 2021. Derrick focuses on helping clients develop clear paths to pursue their financial goals. He counsels clients through the complexities of financial planning to build customized plans and manage risks. He is committed to empowering clients to be financially prepared for their futures. Outside of his professional work, Derrick's personal interests include fitness, football, social events with friends, parenthood, and reading.

Christopher Couch is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Eric Baldwin is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at JPMorgan Securities LLC since 2012 and JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, Baldwin serves as treasurer for a local bicycling club promoting safe cycling practices and is a freelance drummer and percussionist in the Louisville area. J.P. Morgan Securities LLC 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 large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by a centralized due-diligence framework.

Bowman Thrasher is a financial advisor at Morgan Stanley with 12 years of industry experience and a Series 66 designation. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following two years at PNC Bank and PNC Investments. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm‑approved tools and investment analysis methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized planning groups.

Niels Ewing is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2003 and previously worked at Wells Fargo Clearing from 1999 to 2003. He also operates a separate business under the name Ewing Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Rada Halaseh is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Gail Tway is a CFP® with 16 years of industry experience, currently affiliated with Robert Baird & Co. since 2019. Prior to that, she worked at Hilliard Lyons and PNC Wealth Management. She serves as a co-trustee for her parents' trust alongside her sister. She is part of The DDK Group at Robert W. Baird & Co., which provides wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions supported by internal research and advanced investment tools.

John Mascarich is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 22 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. from 2002 to 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management using a mix of in-house and third-party managers, offering a range of strategies from traditional to complex allocations.

Betsy Olszanowski is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity in 2023 and has progressed through roles including Financial Representative and Relationship Manager. Betsy emphasizes the importance of building trust with clients to provide confident and effective service. Her experience spans client relationship management and financial planning within Fidelity Investments. Outside of her professional role, Betsy has interests in fitness and reading.