Betsy Olszanowski is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity in 2023 and has progressed through roles including Financial Representative and Relationship Manager. Betsy emphasizes the importance of building trust with clients to provide confident and effective service. Her experience spans client relationship management and financial planning within Fidelity Investments. Outside of her professional role, Betsy has interests in fitness and reading.

James Nettle is a CFP®-designated financial advisor with Edward Jones in Louisville, KY, bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Katharine Boyer is a financial advisor at Stifel with 46 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel since 1979. Outside of her financial advisory work, Boyer serves on the board of Critically Loved, a nonprofit supporting families with critically ill children, where she participates in organizing family events and serves as secretary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services built on proprietary investment analysis and forward-looking capital market assumptions.

Jesse Ryan is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and seven years of industry experience. He has been with Robert Baird & Co. and Hilliard Lyons since 2019. Prior to his advisory career, he worked for Accounting Principals/Adecco for 12 years. Jesse 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 other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Adam Estes is a financial advisor with Robert W. Baird & Co. based in Louisville, KY, holding a Series 66 designation and over 25 years of industry experience. He has worked at Robert Baird since 2019 and has prior experience with JJB Hilliard WL Lyons LLC and PTS Electronics. Outside of his advisory work, Estes participates as a board member and passive owner of Upland Brewing Co., a retail brewery in Bloomington, IN. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm employs diversified SMA strategies, overlay management, tax-management, and uses internal research and tools, including artificial intelligence, in providing client advice.

Keith Norris is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 63 designation and with 29 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Erin Isler is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following two years at Merrill. Outside of her advisory role, she operates a resale business focused on buying and flipping items. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses used as a basis for client decisions.

Jeffrey Roberts is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds a Series 63 designation and has worked at Robert W. Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 1982. Roberts is involved in the Louisville community through his roles as secretary and board member of the Pyramid Investment Club and as finance chair and ex-officio member of the Louisville Orchestra’s finance and investment committees. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations with tailored investment strategies and a mix of consulting and portfolio management services.

John Shellenberg is a financial advisor with Edward Jones in Louisville, KY, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and previously spent seven years at CSS Distribution Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including wrap fee strategies, separately managed accounts, and tax-efficient investment options, supported by a large nationwide network of financial advisors and branch offices.

Matthew Kittell is a financial advisor at Cetera with 28 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Commonwealth Capital Management, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, overseeing more than $256 billion in assets and supporting over 10,000 advisors.

Robert Knabel is a financial advisor with Ameriprise in Louisville, KY and holds a Series 66 designation. He has prior experience at PNC Bank, PinSeeker, and Academy Sports and Outdoors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing investment research and algorithmic tools to provide recommendations on asset allocation and withdrawal strategies.

Matthew Williams is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Crestwood, KY. He has eight years of industry experience, including prior roles at KentuckyOne Health/Jewish Hospital & St. Mary's Foundation. Outside of his advisory work, he volunteered at the merchandise tent for the Ironman Louisville 70.3 race in August 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated investment and trust services.

John Gordinier is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Robert Baird since 2019 and previously with J.J.B. Hilliard, W.L. Lyons, Inc. since 1993. He serves as a trustee for a family trust, performing investment-related duties. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and institutional clients. The group offers a variety of investment strategies and overlays, including discretionary management and access to traditional and non-traditional asset classes.

John Varga Jr. is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at the University of Kentucky and Saint Xavier High School. 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 financial planning, portfolio management, and customized investment strategies using both in-house and third-party managers.

Stephanie Hughes is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm’s approach includes tailored financial planning supported by structured discovery conversations and firm-approved tools.

Christopher Burtch is a financial advisor at Edward Jones in Jeffersontown, KY, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at Bamboo Health for seven years and Zirmed for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Benjamin Hoehler is a CFA® charterholder and holds the Series 66 designation, with 19 years of industry experience. He currently works at OSAIC and has previously been affiliated with Securities America Advisors and Securities America Inc. Outside of his advisory role, he serves on the boards of several nonprofits, including Seed to Oaks, Portland Christian School, and Sojourn East, contributing to community and church organizations in Louisville, KY. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to create portfolios across multiple asset classes, managed on discretionary or non-discretionary terms.

Todd O’Neil is a financial advisor with Ameriprise in Louisville, KY, holding a Series 63 credential and possessing 31 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he serves as president of Todd Christian O’Neil, Inc., an entity formed to manage his Ameriprise practice. 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 recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Phillip Gross is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1981, concurrently associated with Bank of America, N.A. since 2009. He maintains an outside business involving general brokerage activities in Louisville, Kentucky. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm integrates a wide range of program strategies and manager-constructed portfolios, supported by oversight from its Chief Investment Office and a close affiliation with Bank of America’s broader banking and capital markets platform.

Daniel Nellen Jr. is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He previously worked at Ameriprise Advisor Services, Inc. and Linsco/Private Ledger. He is also involved in selling life, long-term care, and fixed annuities insurance products. 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 range of advisory services including financial planning, model portfolios, and access to third-party asset managers, supported by a large network of investment adviser representatives and complemented by various non-advisory financial products.