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.

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.

Thomas Barnes Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory work, Barnes is a partner in two Louisville-based restaurant and nightclub businesses. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools, with investment guidance supported by the Global Investment Committee’s analyses.

William Kaiser is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. Outside of his advisory role, Kaiser coaches cross country and track at Providence High School in Clarksville, IN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

William Benoit Jr. is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with UBS Financial Services since 2010. 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, providing a wide range of capital markets and advisory solutions.

Marcus Norton is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, Inc. and Gilliam, Mease & Associates. Outside of financial advising, he is a flight instructor at Cardinal Wings Aviation in Louisville, KY. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and access to third-party money managers and alternative investments.

Christina Harmon is a CFP® and ChFC® with 17 years of industry experience. She is currently with Wells Fargo Clearing and has previously worked at firms including Michael Bush, Northwestern Mutual Investment Services LLC, and Robert Baird & Co. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

James Hatcher is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long-term roles at PFS Investments Inc and Primerica Financial Services, as well as a brief tenure at Wilson & Muir Bank. Outside of finance, he is involved in creative pursuits such as music, comedy, writing, and recording, with works available on platforms like iTunes and Amazon, and he is affiliated with Go 90 Grow Training Solutions LLC. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, through a wrap-fee asset management program that utilizes model-driven strategies developed by unaffiliated asset managers.

Crystal Kehrer is a financial advisor with Edward Jones in Jeffersonville, IN, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is a co-owner of a lawn service business in Greenville, IN, though she does not have operational responsibilities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Misti Maddox is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2004. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Patrick Gaughan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with several firms, including Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities prior to joining Cambridge in 2017. Outside of his advisory role, Gaughan is an independent insurance agent and owner of BlueCap Financial LLC. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals and offers access to multiple platforms, custodians, and proprietary and third-party investment strategies.

Donald Dentinger is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and multiple portfolio management styles.

John Stepp is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and seven years of industry experience. He has worked at Robert W. Baird & Co. since 2020, following prior roles at Edward Jones and Fifth Third Bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Levi Jones is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Charles Schwab in Louisville, KY. His previous roles include positions at Fidelity Investments and various entities within the Charles Schwab organization. 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 discretionary separately managed accounts and offers a centralized, integrated platform with multi-asset model portfolios and alternative investment options.