Ashton Ellis is a Series 66-licensed financial advisor at Morgan Stanley in Louisville, KY, with less than one year of industry experience. Prior to joining Morgan Stanley, Ellis held positions at Southwestern University and Associated Terminals. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured discovery conversations and advanced planning tools to support client financial plans.

Scott Ironside 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. Prior to that, he spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. 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, and institutional clients. The group offers tailored consulting and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlays for goal and tax management.

Sean Lutes is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and nine years of industry experience. Prior to joining Cambridge in 2021, he worked at Ameriprise Financial Services for four years. He is also involved as president and owner of SML Ventures LLC, a business entity outside of his advisory role. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a variety of portfolio management solutions and access to both proprietary and third-party investment strategies.

Clayton Denny is a financial advisor with Equitable Advisors in Louisville, KY, holding the Series 66 designation and 18 years of industry experience. He worked at Stifel Independent Advisors, LLC for 19 years before joining Equitable Advisors in 2026. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Kristy Wilson is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. She previously worked at Edward Jones for 14 years and held positions at Humana and AJW Financial. Outside of her advisory role, she works occasionally as a delivery employee for DoorDash. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Keaton Seelye is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at First Savings Bank and LPL Financial LLC. Keaton is also a commissioned notary public in the state of Indiana. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors.

Carey Rafferty is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2021, Rafferty worked at Merrill from 2017 to 2021 and First Capital Bank of Kentucky from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market outlook models.

Kristen Vanhook is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Securities Corporation for nine years. Vanhook also operates Thoroughbred Financial Agency, where she offers various insurance products, including disability insurance, fixed and indexed annuities, and long-term care insurance. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and offering access to third-party money managers and managed-account solutions.

Leigh Hughes is a CFP® with 18 years of experience in financial advising, currently with Wells Fargo Clearing since 2016. Prior to this, Hughes worked at Wells Fargo Advisors LLC from 2009 to 2016. In addition to advisory work, Hughes serves on the finance committee of the Kentucky Humane Society, providing oversight and monitoring of investments. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Fenwick III is a financial advisor at LPL Financial in Louisville, KY, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he served in various roles within the U.S. Army Special Forces and worked at First Kentucky Securities Corp. Fenwick also operates Fenwick Financial Group, a business related to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Smith is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he is managing partner of Heick Hester Smith & Associates, LLC, a consulting business, and president of John Weldon Smith, Inc., which focuses on practice management and administration. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficient strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kevin Byrum is a CFP® professional with five years of industry experience, currently affiliated with Charles Schwab in Louisville, KY. His background includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as positions related to university and community facilities. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized custody and order-routing with access to alternative investments and cash-sweep features.

David Price is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been affiliated with Cetera and its related entities since 2013. Price also operates Commonwealth Capital Management, LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide, offering a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Alexandra Ehret is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 designation with nine years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2019 and was previously employed at UBS Financial Services Inc. from 2017 to 2019. Early in her career, she also worked in the hospitality industry and held a position at Western Kentucky University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee, serving clients through a combination of direct and corporate financial planning arrangements.

Vincent Corsi is a CFP® with 40 years of industry experience, currently serving at OSAIC since 2024. He has held roles at Securities America Advisors, Inc. and Mainstreet Wealth Management, LLC, where he is also the owner. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.

Katherine Pope Rodriguez is a CFP® professional with six years of experience in the financial industry, currently serving as an advisor at J.P. Morgan Securities since 2021. She also has a background at JPMorgan Chase Bank, N.A. dating back to 2011 and is a board member of the Harrison County Community Foundation, where she contributes to the finance committee. Outside of her advisory role, she is a partner in KEAT Ventures LLC, a company that invests in residential rental properties. 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 to guide its recommendations.

Elizabeth Austin is a CFP® charterholder affiliated with Fidelity Investments, where she has worked since 2021. She has five years of industry experience and has held roles in real estate, education, and retail prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

William Duncan III is a Series 66-licensed financial advisor with UBS Financial Services, based in Louisville, KY, where he has worked since 2002. He has 23 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates 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.

Donald Kohler Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as an officer and director of a local private company and holds trustee positions in several trusts. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, employing a structured financial planning process supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Angelique Grimball is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Truist Bank, TD Ameritrade, Charles Schwab Bank, and Charles Schwab and Co. Inc. Outside of finance, she owns and operates a family and event photography business, Images by Angelique. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through both direct and employer-based financial planning agreements.