Katharine Boyer is a financial advisor at Stifel with 46 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel since 1979. Outside of her financial advisory work, Boyer serves on the board of Critically Loved, a nonprofit supporting families with critically ill children, where she participates in organizing family events and serves as secretary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services built on proprietary investment analysis and forward-looking capital market assumptions.

Kenneth Graeter II is a financial advisor at Edward Jones in Louisville, KY, holding the ChFC® and Series 66 designations with five years of industry experience. Prior to joining Edward Jones, he worked at LPL Financial, Payton Wealth Management, and has experience in the golf industry, including operating a golf lessons business. Outside of finance, he has been involved in manufacturing through an investment in Mobile Ballistic Products, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets under management through a large national network of financial advisors and branch offices.

Jesse Ryan is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and seven years of industry experience. He has been with Robert Baird & Co. and Hilliard Lyons since 2019. Prior to his advisory career, he worked for Accounting Principals/Adecco for 12 years. Jesse 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 other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Adam Estes is a financial advisor with Robert W. Baird & Co. based in Louisville, KY, holding a Series 66 designation and over 25 years of industry experience. He has worked at Robert Baird since 2019 and has prior experience with JJB Hilliard WL Lyons LLC and PTS Electronics. Outside of his advisory work, Estes participates as a board member and passive owner of Upland Brewing Co., a retail brewery in Bloomington, IN. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm employs diversified SMA strategies, overlay management, tax-management, and uses internal research and tools, including artificial intelligence, in providing client advice.

Keith Norris is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 63 designation and with 29 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Erin Isler is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following two years at Merrill. Outside of her advisory role, she operates a resale business focused on buying and flipping items. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses used as a basis for client decisions.

Jeffrey Roberts is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds a Series 63 designation and has worked at Robert W. Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 1982. Roberts is involved in the Louisville community through his roles as secretary and board member of the Pyramid Investment Club and as finance chair and ex-officio member of the Louisville Orchestra’s finance and investment committees. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations with tailored investment strategies and a mix of consulting and portfolio management services.

John Shellenberg is a financial advisor with Edward Jones in Louisville, KY, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and previously spent seven years at CSS Distribution Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including wrap fee strategies, separately managed accounts, and tax-efficient investment options, supported by a large nationwide network of financial advisors and branch offices.

Robert Knabel is a financial advisor with Ameriprise in Louisville, KY and holds a Series 66 designation. He has prior experience at PNC Bank, PinSeeker, and Academy Sports and Outdoors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing investment research and algorithmic tools to provide recommendations on asset allocation and withdrawal strategies.

John Gordinier is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Robert Baird since 2019 and previously with J.J.B. Hilliard, W.L. Lyons, Inc. since 1993. He serves as a trustee for a family trust, performing investment-related duties. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and institutional clients. The group offers a variety of investment strategies and overlays, including discretionary management and access to traditional and non-traditional asset classes.

John Varga Jr. is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at the University of Kentucky and Saint Xavier High School. 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 financial planning, portfolio management, and customized investment strategies using both in-house and third-party managers.

Stephanie Hughes is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm’s approach includes tailored financial planning supported by structured discovery conversations and firm-approved tools.

Phillip Gross is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1981, concurrently associated with Bank of America, N.A. since 2009. He maintains an outside business involving general brokerage activities in Louisville, Kentucky. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm integrates a wide range of program strategies and manager-constructed portfolios, supported by oversight from its Chief Investment Office and a close affiliation with Bank of America’s broader banking and capital markets platform.

Antonio Palazzo is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Ruth's Chris Steak House and Bellarmine University from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including retirement plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Patricia Denny is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has worked at PFS Investments Inc. since 2007 and at Primerica Financial Services since 2003. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

Patrick Fleming is a financial advisor with Edward Jones in Jeffersonville, IN, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Fleming is also involved in a separate business as a landlord through JNC Fleming LLC. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets with a large network of advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Daniel Nellen Jr. is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He previously worked at Ameriprise Advisor Services, Inc. and Linsco/Private Ledger. He is also involved in selling life, long-term care, and fixed annuities insurance products. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and access to third-party asset managers, supported by a large network of investment adviser representatives and complemented by various non-advisory financial products.

Kurt Kraft Jr. is a financial advisor at Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2000. Outside of his advisory role, he serves on the finance committee of Saint Mary's of the Annunciation Catholic Parish. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a wide range of retail and institutional investment services.

Matthew Ricke is a financial advisor with Ameriprise based in New Albany, IN, holding Series 63 and Series 65 credentials and with 19 years of industry experience. His prior work includes roles at Massmutual Life Insurance Company, Mass Mutual Investors Services, and operating Ricke & Associates. He is also a managing partner at 3R Wealth, LLC, where he runs a financial practice. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement income recommendations.

Brent Carlton is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs and research-supported portfolio management.