Michael Moranville is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 registrations. He has 43 years of industry experience, including 17 years at Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

John Logan Bisig is an advisor at Robert W. Baird & Co. with the Series 66 designation and less than one year of industry experience. Prior to joining Baird, he worked at the Jefferson County Attorney's Office and was involved with the Norton Healthcare Foundation and Audubon Country Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and strategic partnerships.

Lara Jenkins is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and UBS Financial Services. Jenkins is based in Louisville, KY. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides planning through direct and corporate financial planning agreements.

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 with Ameriprise in Louisville, KY, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Secretary and Voting Board Member of the University of Kentucky Alumni Association of Greater Louisville and is a Council Member for Staff-Parish Relations at Christ Church United Methodist. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning, using proprietary research, third-party data, and algorithmic tools.

Kevin Maynard is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at Charles Schwab & Co., Inc., joining the firm in 2022. Prior to Schwab, he held roles at Kentucky Farm Bureau Insurance, Sortino Advisory Partners, and Morgan Stanley. Outside of his advisory work, Maynard serves on the board of Kaiser Home Support Services and is an advisory board member for 4B Healthcare, Inc. Charles Schwab & Co., Inc. serves a large client base of 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

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 at Raymond James Financial with 36 years of industry experience. He holds the Series 63 designation and has been associated with Raymond James and Stock Yards Bank and related entities since 2016. In addition to his advisory role, Strauss holds multiple assistant operations manager positions at Stock Yards Bank and its affiliated financial services companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance activities through a unique affiliation with a municipal advisor.

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 at LPL Financial with 29 years of industry experience. He has been with LPL Financial since 2003 and holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Chad McCauley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR, Chartered Retirement Planning Counselor, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Chad assists clients by developing strategies to manage their personal and business finances, with a focus on family wealth management, legacy planning, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. Chad has over 25 years of experience in the financial services industry. He earned a bachelor's degree from Bellarmine University. He lives in Louisville, KY with his wife Stacy and their two children. Chad is active in his community and serves on the board of directors for the Friends School and the Juvenile Diabetes Research Foundation. 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 based in Louisville, KY, holding Series 63 and Series 65 credentials and offering 28 years of industry experience. He has worked at Charles Schwab and its affiliated bank since 2005, with prior experience at LPL Financial and Ameriprise Advisor Services. Outside of advisory work, he is co-owner of a family partnership LLC related to the commercial breeding and selling of thoroughbred horses. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by research and a formal alternative-investment process.

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 CFA® charterholder with 27 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing and J.J.B. Hilliard, W.L. Lyons, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, investment consulting, and institutional advisory services through various programs and affiliated specialists.