Raymond Settle is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for over three decades at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of advising, he is involved as a limited partner in several hotel ventures, participates as an investor in a small venture capital business, and serves on the board of the Greenwell Foundation. Robert Baird & Co. provides wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm combines manager-traded and model-traded strategies, tax-management tools, and unified fee arrangements supported by ongoing research and investment monitoring.

Tara Estes is a financial advisor at Robert Baird & Co. with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 2019, following a nine-year tenure at J.J.B. Hilliard, W.L. Lyons LLC. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custodial and brokerage services, supported by internal research, manager selection, and advanced investment tools.

Ann Corley is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, HD Vest Investment Services, and Braden Financial Services. Ann is also a commissioned Notary Public in the state of Kentucky. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management using both manager-traded and model-traded strategies, and custody and brokerage services.

Jacob Stilwell is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and four years of industry experience. His prior work experience includes roles at Cambridge Investment Research, Edward Jones, and Western & Southern Life. He is also registered as an Investment Advisor Representative with CIRA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Andrew Riney is a financial advisor at Ameriprise in Owensboro, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Owensboro Health Business Center, Envision Contractors, and the University of Kentucky, as well as operating a self-employed lawn care company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brian Wilborn is a Series 66-licensed financial advisor with Ameriprise, based in Owensboro, KY, and has 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Wilborn is an owner and managing staff at Rainmaker Corporation and serves on the Finance Committee of Empowerment Academy. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that integrates written recommendations and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Rusty Davis is a financial advisor at Ameriprise with 17 years of industry experience and holds a Series 66 designation. He has worked with Ameriprise and its affiliate since 2008. Additionally, he is involved with Rainmaker Inc. as a financial planning analyst and associate financial advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies.

Joan Hobson is a financial advisor with Robert Baird & Co. in Owensboro, KY, holding a Series 66 credential and bringing 3 years of industry experience. Prior to joining Baird Wealth Management in 2021, she worked at Owensboro Health Regional Hospital and was involved with Heritage Baptist Church and Heritage Christian School for over two decades. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management, and custody, with investment strategies supported by internal research, manager selection, and tools such as artificial intelligence.

Altaf Merchant is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the Series 66 designation and has been with UBS since 2002. Outside of his advisory role, he is a private tennis instructor and a professional senior pickleball player, holding a number one ranking and multiple tournament wins. He also serves as a consultant for the Chaifetz Group’s pickleball operations, advising on player scouting and team management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Bradley Blakeman is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, he spent ten years at Specialty Foods Group, LLC. Robert Baird & Co. serves a range of clients including individuals, corporate and business entities, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, employing both manager-traded and model-traded strategies alongside internal research and technology tools.

John Ubelhor is a financial advisor with Edward Jones in Boonville, Indiana, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. Outside of his advisory role, he is involved in multiple tree-related businesses, including a tree service company, a tree farm, and a specialized tree equipment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets. The firm is known for its extensive network of advisors and branches, as well as its comprehensive offerings including discretionary and non-discretionary management, tax-efficient services, and affiliated mutual funds.

Shelly Evans is a financial advisor with Robert Baird & Co. in Owensboro, KY, holding Series 63 and Series 66 credentials and having 13 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously held positions at JJB Hilliard W.L. Lyons LLC, Hilliard Lyons, and Wells Fargo Advisors, LLC. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, employing a variety of investment strategies tailored to client goals and risk tolerances.

David Anderson is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. His prior roles include positions at Infinex Investments, Inc. and Edward Jones. Outside of his advisory work, he is employed by the Evansville School Corporation. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to pension plans and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports tailored investment strategies through various custody platforms and proprietary and third-party model solutions.

Lily Martin is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, she worked at the Union County Public Library and Webster County Schools. She 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 through customized financial planning and portfolio management services. The firm offers a range of investment strategies, including traditional and non-traditional approaches, supported by both in-house and third-party managers.

Carson Andersen is a financial advisor with Ameriprise in Owensboro, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at KPMG and has experience supporting advisory practices through client relationship management and financial reporting. Andersen is also involved with RainMaker Inc., where he assists in client services and practice management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options.