Lara Jenkins is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

John Watkins III is a CFA® charterholder and Series 63 licensed financial advisor with nine years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent three years with JJB Hilliard WL Lyons LLC. Outside of his advisory role, Watkins is involved in several business ventures including ownership interests in aviation and ranching LLCs. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and advisory services, combining internal research and manager oversight with distinctive features such as municipal advisory services and strategic partnerships.

David Very is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in financial advisory, specializing in working with financially astute clients who value factual information and seek to balance the benefits and risks of investment decisions. David's approach involves presenting clients with the pros and cons of various financial scenarios, allowing them sufficient time and information to make informed choices aligned with their goals. David's client focus includes areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. His advisory services cater to a diverse clientele including professors, engineers, accountants, physicians, attorneys, corporate executives, and multiple generations of families. He holds a Bachelor's Degree from Ball State University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, David enjoys basketball, hiking, reading, running, and spending time with his family.

Barry Blalock II is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments for seven years. Blalock serves as a board member for the Douglass Hills Swim & Dive Team, a youth organization in Louisville, KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Scott Dingle is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as Secretary and Voting Board Member for the University of Kentucky Alumni Association of Greater Louisville and is a Council Member on the Staff-Parish Relations Committee at Christ Church United Methodist. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Kevin Maynard is a CFA® charterholder with 12 years of industry experience. He is currently with Charles Schwab, where he has worked since 2022, and previously held roles at Kentucky Farm Bureau Insurance and Sortino Advisory Partners. He serves as a board member for Kaiser Home Support Services and as an advisory board member for 4B Healthcare, Inc. Charles Schwab & Co., Inc. serves 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 a combination of non-discretionary and discretionary advisory solutions supported by multi-asset model portfolios and centralized custody and supervisory infrastructure.

Steven Vincent is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he and his team assist clients and their families in achieving their financial goals. He provides support in navigating various financial circumstances, including planning for retirement and managing liquidity events. Steven's expertise focuses on areas such as divorce transition planning, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategies. He works closely with clients to identify their primary goals and needs, including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. With a disciplined approach, he crafts customized financial strategies designed to help clients build, manage, and preserve their wealth. He holds a bachelor's degree from the University of Louisville and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In his personal time, Steven enjoys fishing, golfing, and traveling.

Charles Wright is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 12 years of industry experience and has been with Cambridge since 2013. Wright is also vice president of Payrite Accounting Services, a company offering tax, payroll, and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party models across multiple platform arrangements.

Jeryl Strauss is a financial advisor with Raymond James Financial in Louisville, KY, holding a Series 63 designation and 36 years of industry experience. He has worked with Stock Yards Bank and related entities since 2016 in various operations management roles outside of investment activities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans and municipal entities, with tailored, primarily non-discretionary advisory services and specialized programs for small businesses.

Austin Hays is a CFP®-credentialed financial advisor with Robert Baird & Co., bringing 10 years of industry experience. He has worked at Robert Baird since 2019 and concurrently at Jjb Hilliard Wl Lyons LLC since 2015. Outside of his advisory roles, he serves as a board member on the investment and finance committee of the Shelbyville Kiwanis Club. 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, utilizing both in-house and third-party managers across a wide range of investment strategies.

Kevin Raque is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and totaling 28 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios across various strategies.

Chad McCauley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from Bellarmine University and has 26 years of experience in the financial services industry. In his role, Chad helps clients develop strategies to manage their personal and business finances, focusing on areas such as family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. He emphasizes prompt service and prioritizes clients' needs in alignment with Merrill's client-first principle. Chad resides in Louisville, KY with his wife Stacy and their two children. He is active in the community and involved with Friends School, where he serves on the board of directors. Outside of work, his personal interests include golfing, hiking, and spending time with his family.

Michael Kuhn is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Fifth Third Securities, Inc. and Fifth Third Bank, where he worked for over a decade. 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 financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex and non-traditional investments.

Jeffery Grantz is a financial advisor at Edward Jones in Jeffersonville, IN, holding a Series 66 designation. He joined Edward Jones in 2025 after working in the orthopedics industry with Zimmer Biomet Orthosolutions and OrthoMidwest Depuy Synthes. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Brent Gillies is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been associated with JJB Hilliard WL Lyons LLC since 2016. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. Baird offers a range of advisory services including financial planning, portfolio management, and separately managed account programs, supported by internal research and advanced tools such as artificial intelligence.

Steven Whitcomb is a financial advisor with Charles Schwab in Louisville, KY, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of his advisory role, he is co-owner of ChesterHeights LLC, a family partnership involved in the commercial breeding and selling of thoroughbreds. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, brokerage, custody, and financial planning services. The firm is notable for its large scale, integrated operational structure, and multi-asset investment approach.

Andrew Doan is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at First Allied Advisory Services, Inc. and First Allied Securities Inc. He is also involved in independent financial contracting and serves as vice president of a non-CPA tax preparation firm. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

Robert Cregor is a financial advisor with Raymond James & Associates in Louisville, KY, holding the CFA® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Ganna Kravchuk is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in personalized wealth management strategies designed to align with clients' evolving financial goals and changing market conditions. Ganna focuses on areas including corporate benefits, divorce transition planning, family wealth management, retirement income, tax minimization, and small business strategies, among others. She holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from the University of Louisville. Ganna earned both her Master's and Bachelor's degrees from Kiev National Linguistic University. Fluent in Ukrainian, Russian, and English, she utilizes her expertise to provide clear investment recommendations and financial advice tailored to individual client needs. Outside of her professional work, Ganna enjoys interior decorating, reading, traveling, and spending time with her family. Her approach centers on helping clients uncover what matters most to them and their families in order to pursue their financial objectives.

Jax Goldberg is a financial advisor with UBS Financial Services holding a Series 66 designation. He has been with UBS since 2022 and previously worked in educational roles at the University of Louisville, Samford University, and Saint Xavier High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad service platform.