Christopher Boone is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, SMA programs, and complex strategies involving private funds and real assets.

Kimberly Blakely is a CFP® professional with four years of industry experience, currently advising at Robert W. Baird & Co. Incorporated. Her prior experience includes roles at Mariner Wealth Advisors, Ameriprise, and Stock Yards Bank & Trust. She serves as a board member of the Financial Planning Association of Kentuckiana, a nonprofit organization based in Louisville, KY. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, supported by internal research and a combination of manager-traded and model-traded investment strategies.

Matthew Bailey is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Longroad Wealth Managers and Northwestern Mutual. Outside his advisory work, he has experience managing a family-owned mowing and tree service business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Jeffrey Bellucci is a financial advisor with Ameriprise in Simpsonville, KY, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bellucci serves on the boards of the Hopeful Hearts Foundation Inc. and the Clydesdale Athletic Club and volunteers with the Generous Giving stewardship ministry at Southeast Christian Church. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, utilizing a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax efficiency and withdrawal strategies. The firm serves clients with substantial investable assets and combines advisory, brokerage, and insurance solutions through its affiliated entities.

Kenneth Ballenger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the boards of the River Ridge Development Authority and the Clark Floyd Counties Convention Tourism Bureau in Jeffersonville, IN. Wells Fargo Clearing provides retirement plan consulting services to ERISA-qualified and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scot Hutcheson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1986 and joined the firm in 2008. Scot's professional focus includes investment consulting for defined contribution plans, personal retirement planning, philanthropic planning, small business strategies, socially responsible and ESG investing, tax minimization coordination, and retirement income strategies. Scot holds a bachelor's degree from Murray State University and is a CERTIFIED FINANCIAL PLANNER™ certificant. He is also a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Scot maintains Series 6, 7, 26, 63, and 65 FINRA registrations. Though a licensed Certified Public Accountant, he does not provide tax advice in his current role but collaborates with clients' CPAs on tax minimization strategies. He is a member of the American Institute of CPAs and the Kentucky Society of CPAs. Outside of his professional career, Scot serves on the board and as treasurer of Feeding America Kentucky's Heartland and is involved with St. James Catholic School. He and his wife, Rene, reside in Elizabethtown, Kentucky, with their five children.

Richard Paris is a financial advisor at Raymond James & Associates in Louisville, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Raymond James, he worked at Forvis Mazars, LLP and was involved with the Universal Cheerleading Association. He serves on the Alumni Council for the Christian Academy of Indiana as the 2018 Class Ambassador. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a nationwide team of advisers.

Jared Sletto is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Citigroup. His background also includes roles in diverse industries such as aviation and automotive. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 management with multi-asset model portfolios and centralized custody and operational support.

Ashley Ellett is a financial advisor at Ameriprise in Louisville, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, she worked at Southern Glazer's Wine and Spirits and Jim Beam Distillery. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual advice focused on dependable income and tax-aware withdrawal strategies.

Lee Davis is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with Cetera Advisors LLC since 2022. In addition to his advisory role, Davis is a tax preparer at DFS Tax, LLC and manages support staff and client relations at Davis Financial Services, Inc. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients with various portfolio management and financial planning services. The firm supports advisors with model portfolios, third-party managers, and customizable strategies across multiple program structures.

Marcia Henderson is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 66 and Series 63 licenses and possessing 17 years of industry experience. Her prior work includes roles at Stock Yards Bank & Trust, LPL Financial LLC, and Horizon Wealth Management. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research, manager oversight, and a variety of investment strategies.

Cory Gerkin is a financial advisor at Robert Baird & Co. with 17 years of industry experience and holds a Series 66 designation. He has worked at Robert Baird & Co. since 2019 and previously spent over a decade at J.J.B. Hilliard, W.L. Lyons. Outside of his advisory work, he participates as an independent contractor boxer in four-round matches. Robert Baird & Co.’s DDK Group, where Gerkin works, is part of the Private Wealth Management department serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage, with a focus on manager and model-traded strategies supported by internal research and technology.

Alyce Weixler is a financial advisor at Morgan Stanley with 31 years of industry experience. She has worked at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves on the advisory board of Wine Country Women, a publishing and recreation organization in Louisville, Kentucky. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a range of retail and institutional investment offerings.

Patricia Hughes is a financial advisor at LPL Financial with 33 years of industry experience. She previously worked for First Kentucky Securities Corp for 11 years before joining LPL Financial. In addition to her advisory role, she is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad array of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Clinton Carrier is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His background includes 15 years at PNC Bank and PNC Investments prior to joining Cetera in 2025. Outside of his advisory work, he serves as Treasurer of the Suburban Masonic Lodge #740 in Louisville, KY. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party managers.

Kit Carter is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. 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 financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and ongoing monitoring.

Rebecca Borne is a financial advisor at Raymond James & Associates with one year of industry experience. She previously worked at Corto Lima, the University of Kentucky, and Jerzees Sports Grille. 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, institutional clients, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Erskine Courtenay is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been investing family assets since 1999 and joined Merrill in 2012. Erskine specializes in goals-based wealth management, working with families to integrate their personal values into financial planning. His approach includes collaborative development of value-based goals across income, investments, insurance, education, and wealth transfer, leveraging the global resources of Merrill and banking products through Bank of America, N.A. Erskine holds a Bachelor's and a Master's degree from George Washington University as well as a Master's degree from Thunderbird School of Global Management. He is a Chartered SRI Counselor (CSRIC) and a Personal Investment Advisor (PIA). He is a member of professional and community organizations including Rotary and the Louisville Society of Financial Analysts. Erskine is multilingual, speaking both French and English. Outside of his professional work, Erskine is engaged in community activities and maintains memberships with organizations such as Rotary. He lives in Louisville with his wife and family.

Victor Meyerowitz is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses and 22 years of industry experience. Prior to joining LPL in 2017, he worked at Private Client Services, LLC for seven years and has operated Meyerowitz/King, a CPA firm specializing in tax preparation and accounting, since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions through a broad network of advisors. The firm offers a range of financial planning and investment services, including model portfolios and third-party asset management, supported by advanced operational tools.

Brian Edelen is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Johnson & Johnson, Clinical Solutions, LLC, and Edge Diagnostics. Outside of advising, he owns Edelen Holdings LLC, a company involved in the maintenance of rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.