Gary Grigg is a financial advisor with Morgan Stanley, holding a Series 66 designation and over 26 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Larry Telle is a financial advisor at Robert Baird & Co. in Louisville, KY, with 46 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird since 2019 and J.J.B. Hilliard, W.L. Lyons, Inc. since 1980. Outside of finance, he is involved in horse racing management, dedicating time to actively directing horse activities. Larry is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing manager-traded and model-traded SMA strategies along with tax-management and direct-indexing capabilities.

Zachary Chamberlain is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Northwestern Mutual Wealth Management Company, Patrick Robison, and Lucas Chamberlain. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, 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.

Thomas Hallion is a financial advisor with Raymond James Financial Services Advisors, Inc. in Louisville, KY, holding a Series 63 designation and 26 years of industry experience. His career includes roles at multiple Raymond James affiliates since 2013 and a decade-long tenure with Major League Baseball from 2013 to 2023. Outside of his advisory work, he serves as an independent contractor for Henry Hensley & Associates, Inc., providing comprehensive financial services to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal and retirement plan advisory services.

Jeffrey Roberts is a CFP® professional with 12 years of industry experience, currently serving at Robert Baird & Co. since 2019. He has also worked at J.J.B. Hilliard W.L. Lyons, LLC since 2013. Roberts participates on the finance and investment committees of The Cabbage Patch Settlement House in Louisville, KY. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement diverse investment strategies.

Scott Kelly is a financial advisor at Merrill in Louisville, KY, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Bank of America since 2011 and with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Brian Diehlman is a financial advisor with LPL Financial based in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Waddell & Reed, Richard Damon, and his own firms, Bdiehlman LLC and Brian J Diehlman. In addition to his advisory work, he serves as an independent agent in non-variable insurance and property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, combining extensive advisory capabilities with various financial products and partnerships.

Whitney Woodford is a financial advisor at Raymond James & Associates with 26 years of industry experience. Prior to joining Raymond James in 2024, Woodford worked for Merrill Lynch, Pierce, Fenner & Smith, Inc. for 13 years. He holds Series 63 and Series 66 licenses. Outside of advising, Woodford is a small owner in a family electric business that originated with his grandfather. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide team and a broad range of portfolio management styles.

Janice Priest is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 63 designation and 37 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and methodologies.

Brian Marcukaitis is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1995 with Paine Webber and has since accumulated over 26 years of experience advising clients at Merrill. He also serves as the Sales Manager for the Louisville, Kentucky Complex. In 2004, Brian earned the Certified Investment Management Analyst® (CIMA®) designation issued by the Investments & Wealth Institute™. Additionally, he holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) credentials. He maintains FINRA Series 7, 9, 10, 63, and 66 registrations. Brian's expertise includes divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Brian holds a Bachelor's Degree from Northern Illinois University. He resides in Prospect, Kentucky with his wife, Linda, and their two children, Isabella and Evan. His personal interests include boating, camping, fishing, golfing, skiing, and spending time with family.

Allen Hamilton is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding a Series 66 designation and four years of industry experience. Prior to joining Baird in 2021, he worked at the University of Kentucky. Outside of his advisory role, he serves as an assistant golf coach at Saint Xavier High School. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of traditional and non-traditional investment strategies.

Belinda Gantz is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 19 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2011 to 2024. She 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 a range of investment strategies and overlay services to meet diverse client goals and risk tolerances.

Robert Crittendon is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor client plans.

Michael Lavera is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he owns a rental real estate business. Raymond James & Associates is a large dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by diverse portfolio management and affiliated research.

Stacy Fox is a financial advisor at UBS Financial Services with 20 years of industry experience and holds a Series 66 designation. She has worked at UBS since 2020 and previously held positions at Morgan Stanley and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Timothy Anderson is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at AmerisourceBergen, SGS Consulting, and Mora Construction Inc. He is a 49% partner in Vision CSP LLC and a member of Hope Rei LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients within a wrap-fee structure.

Carol Meyer is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at Robert W. Baird & Co. since 2019 and previously at J.J.B. Hilliard W.L. Lyons from 2017 to 2019. She 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 utilizes a range of strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management techniques, supported by ongoing manager selection and internal research tools.

Christopher Carpenter is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019 and J.J.B. Hilliard, W.L. Lyons, LLC since 2012. Outside of his advisory role, he serves as a board member and real estate sales associate for William C Carpenter Inc. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services utilizing a combination of manager-traded and model-traded strategies, tax-management, and internal research tools.

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.

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.