Thomas Barnes Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a partner in two restaurant and nightclub ventures in Louisville, Kentucky. 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, supported by structured discovery processes and firm-approved planning tools.

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 with OSAIC and holds a Series 66 designation. He has 19 years of industry experience, including long-term roles at Gilliam, Mease & Associates and Securities America. Outside of his advisory work, Norton is a flight instructor based in Louisville, KY, providing training to aspiring and current pilots. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers.

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 designations and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services, leveraging research from Wells Fargo Investment Institute and applying diversification and modern portfolio theory in its investment evaluations.

Patrick Gaughan is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding the Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also the owner of BlueCap Financial LLC and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, with investment strategies tailored to client objectives and delivered via multiple platforms.

Donald Dentinger is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored 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 supports institutional consulting via its Institutional Fiduciary Solutions division.

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 affiliated with Charles Schwab in Louisville, KY. His prior work includes roles at Fidelity Investments and multiple positions within the Charles Schwab organization dating back to 2014. Charles Schwab & Co., Inc. serves a large client base of 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 investment guidance, using multi-asset model portfolios and a centralized platform for advisory, brokerage, custody, and cash-sweep services.

Marcus Folmar is a financial advisor with Edward Jones in Louisville, KY, holding CFP® and Series 66 credentials and having 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the owner of Fannie Mae Lee, LLC and manager of Folmar Enterprises, LLC, both involved in real estate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Nathanael Mccauley is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2016 and concurrently associated with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Rahsaan Shareef is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, Family and Children's Place, JC Penney, and other firms. Outside of finance, he owns Rahsaan & Hakeem LLC, a music production company specializing in instrumentals. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals, offering a combination of wrap fee advisory programs, managed accounts, and financial planning services. The firm provides both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts through a multi-asset, model portfolio approach.

Montrel Simmons is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he focuses on creating a consistent and collaborative planning experience for clients, serving as a steady point of support as they navigate retirement and other key financial moments. He prioritizes understanding what matters most to each client and encourages conversations that keep their goals central to the planning process. Prior to his current role, Montrel worked as a Relationship Manager at Fidelity Investments from 2023 to 2026 and as a Financial Representative at the same firm from 2022 to 2023. He began his career as an Associate Retirement Services Representative at ADP from 2021 to 2022.

Robert Schenkenfelder is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Lawrence Pusateri is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad 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 utilizes structured planning tools alongside proprietary modeling techniques in its financial planning process.

Andrew Ruud is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at U.S. Bancorp Investments and U.S. Bank before joining Raymond James and Stock Yards Bank & Trust, where he offers investment services to bank clients through the Raymond James platform. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a broad affiliate network that supports institutional and municipal clients.

Victor Perrone is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has held roles at Morgan Stanley and the University of Kentucky. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.