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.

John O'Connor is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2007 and Morgan Stanley Dean Witter since 2000. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning and consulting services through various advisory programs.

Eric Wheeler is a CFP® with 36 years of experience in financial advising, currently affiliated with Raymond James Financial in Louisville, KY. He has worked with various divisions of Raymond James since 2006 and operates Wheeler Wealth Management, LLC. Outside of his advisory work, he is the author of an e-book. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its affiliated municipal advisor.

Tammy Hafner is a financial advisor at Cetera with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Cetera Advisors LLC and FHT Advisors, among other firms. Hafner serves as a board member for Kids Chance of Indiana, a nonprofit focused on assisting children through scholarships and related activities. Cetera Investment Advisers LLC is a nationally recognized SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Cayman Menard is a financial advisor with LPL Financial holding a Series 66 designation. Based in Louisville, KY, he began his advisory career in 2025 and has experience at Somnio Wealth as well as LPL Financial. Prior to entering the financial industry, he was a student at the University of Kentucky and worked in various roles including at Hussung Mechanical and McDonald's. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Cody Covert is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2015, progressing through positions including Relationship Manager, Financial Representative, and High Net Worth Associate. Cody focuses on connecting with clients personally to understand their needs and assist them in working towards their retirement goals. He collaborates with his team to deliver the expected level of service and to develop plans that clients feel comfortable with. Outside of his professional work, Cody engages in family activities and enjoys fitness, golf, and soccer.

Frank Thompson Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Board, Finance Committee, and Investment Committee of the Al J. Schneider Company, a hospitality business in Louisville. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 employs a structured financial planning process supported by proprietary tools and analyses.

Robert Elliott is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Elliott has ownership interests in family-related oil and gas businesses connected to trusts established in 1988 and 2007. 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 solutions.

Kenneth Herrington III is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. 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 that utilizes structured discovery conversations and firm-approved tools to support client outcomes.

Bryan Hash is a financial advisor with Edward Jones in Louisville, KY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked for USTA Kentucky for nine years. 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 programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Marguerite Rowland serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 35 years of experience in the financial services industry, having worked with both institutional and individual clients. Her expertise includes investing advice and guidance, portfolio creation, financial goal setting, underwriting municipal bonds, corporate services for executives, management of equity and fixed-income portfolios, investment research, insurance, estate planning access, family trust services, and long-term care. Marguerite holds a Bachelor's degree from Centre College. She has earned several professional designations, including Certified 401(k) Professional (CkP), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She resides in Louisville, Kentucky with her husband and their dog and is the mother of three children and grandmother to one. Marguerite is actively involved in community service, supporting organizations such as the Alzheimer's Association, the Association of the Louisville Orchestra, the Buckhorn Children's Foundation, and the Susan G. Komen Race for the Cure. Her personal interests include reading, hiking, boating, traveling, and needlepoint.

Katelyn Bronger is a Series 66-credentialed financial advisor with Morgan Stanley, based in Louisville, KY. She has four years of industry experience, including prior roles at PNC Investments. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and employer-based financial planning agreements.

James Adams is a financial advisor with Edward Jones in Charlestown, IN, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 1999 and is also involved with Adams Co. Realtors Inc and The Adams Co., both in business for over two decades. Outside of his advisory work, he serves on the board of directors for the Charlestown Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Donald Hunter is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Directors for Augsburg College and is President of the CFA Society of Louisville. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides tailored retirement income planning utilizing a combination of proprietary research, third-party data, and algorithmic tools.

Gregory Middleton is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of advising, he is the owner of Middleton Properties, LLC, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Xinyi Xia is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management in Boston. She provides personalized wealth management strategies tailored to align with clients' individual financial goals and evolving market conditions. Xinyi’s expertise covers a range of client focus areas including college and education planning, family wealth management, legacy and philanthropic planning, retirement planning, portfolio management, tax minimization, and wealth strategies for women. Xinyi holds a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. She maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fluent in English, Mandarin, and Yue (Cantonese), she emphasizes a collaborative approach to financial planning, working closely with clients to develop strategies that support their long-term objectives. Outside of her professional role, Xinyi engages with community organizations through volunteer work and enjoys personal interests such as boating, cooking, hiking, traveling, and yoga.

Amy Hanlin is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds the Series 66 designation and has worked at Baird since 2020, following eight years at U.S. Bank. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Steven Smith is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at J.J.B. Hilliard W.L. Lyons, LLC and Raymond James Financial. Robert Baird & Co.’s DDK Group, where Smith is based, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of advisory services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research, manager monitoring, and a combination of active strategies and tax-management tools.

Sarah Gregory is a Series 66-licensed financial advisor at Merrill with 17 years of industry experience, all spent at Merrill Lynch since 2009. She is based in Louisville, KY. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.