Michael Ashabraner is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and 9 years of industry experience. He has worked with Primerica Financial Services since 2010 and has been with Primerica Advisors since 2019. Outside of advisory work, he manages office operations for a senior vice president at PFS Investments and is involved in referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Mark Henderson is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 credentials and six years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank. Outside of finance, he owns Henderson Electronics LLC, an electronics repair business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Shane Calkin is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Uber, Smith and Nephew, and Parker Hannifin. Outside of his advisory role, he also manages a short-term rental property listed on Airbnb. Raymond James & Associates serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Andrew Bronger is a financial advisor at Robert Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird since 2019 and J.J.B. Hilliard, W.L. Lyons, Inc. since 1999. Outside of his advisory role, he coaches lacrosse at Oldham County High School. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Roger Cox is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Edward Jones since 2019. Prior to his advisory career, he spent 13 years at Papa John's International. He was also owner and president of Orange Cardinal Concepts, Inc., a company that operated Supercuts salons and is currently in the process of closing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

James Miller Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Angela Taylor is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Robert Baird & Co. since 2019 and concurrently with J.J.B. Hilliard W.L. Lyons, LLC since 2013. Angela 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 provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and offering various portfolio management options including discretionary, non-discretionary, and separately managed accounts.

Richard Wilson Sr. is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley since 2014, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. based in Louisville, KY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and methodologies.

Sarah Barnes is a financial advisor at Ameriprise in Louisville, KY, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Nationwide Advisory Solutions and the University of Louisville. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income reliability and tax-aware withdrawal strategies.

Alex Cartwright is a Financial Consultant at Fidelity Investments, a role held since 2022. Prior to this, Alex has held several positions within Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, with continuous service at the company since 2019. Alex collaborates with clients to identify priorities in their personal and financial lives, aiming to build long-lasting relationships based on mutual respect and trust. The approach focuses on understanding clients' goals and objectives to develop financial plans that work towards providing peace of mind.

Michael Snyder is a financial advisor with Ameriprise in Goshen, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes nine years at JJB Hilliard W.L. Lyons LLC before joining Ameriprise Financial Services in 2017. Outside of advising, he serves on several boards including The Mahan Foundation, the Oldham County Deputy Sheriff's Merit Board, and the Kentucky Thoroughbred Association. Ameriprise offers a retirement-income planning service primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations. The firm delivers advisory, brokerage, and insurance solutions through affiliated companies and emphasizes a structured, algorithm-supported approach to retirement income planning.

Phillip Hanna Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes tools such as Monte Carlo simulations and the Global Investment Committee’s return estimates to support its planning process.

Tracy King is a financial advisor with UBS Financial Services in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Logan Kalb is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Louisville, KY, with three years of industry experience. His prior roles include positions at Apple Inc., The Prudential Life Insurance Company of America, and Best Buy. 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 in recommending eligible strategies.

Jason Henderson is a financial advisor at Morgan Stanley with three years of industry experience. He has previously worked at Ramsey Quantitative Systems, Inc. for nine years before joining Morgan Stanley in 2022. Henderson holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Christopher Barber is a financial advisor at Morgan Stanley with 24 years of industry experience. He previously worked at PNC Investments for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Zachary Evans is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2016. Outside of his advisory role, he serves as treasurer for the Lakeview Rotary Club, a volunteer organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing clients with analyses and guidance to support their financial decisions.

Patrick Ritter is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and Centris Wealth Management, and spent four years at Western Kentucky University. Ritter serves on the Board of Directors for the Kentuckiana Financial Planning Association as the Next Gen Coordinator. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Terrance Seelow is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at various firms including Kentucky Property Group and JPMorgan Chase Bank. Outside of his advisory role, he is an owner of Kentucky Property Group, which manages an apartment complex. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary guidance with an ESG eligibility framework and access to a broad range of investment products through its affiliation with the larger J.P. Morgan organization.

Clare Blim is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, Clare held roles in various organizations including Pure Barre and Advanced Global Communications. The DDK Group at Robert W. Baird & Co., where Clare works, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies with ongoing internal research and monitoring.