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.

Brian Chelliah is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alex Kerins is a financial advisor with Edward Jones in Louisville, KY, holding a Series 66 designation and entering his first year in the industry. Prior to joining Edward Jones, he worked in mortgage lending and banking, including roles at Bay Equity Home Loans, Ruoff Mortgage, Republic Bank & Trust, and Humana, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

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.

Nicholas Oakes is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including a prior role at Humana Inc. Outside of his advisory work, Oakes serves as an assistant wrestling coach at Floyd Central High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions, supported by a large national network and a fiduciary standard of care.

Wade White II is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and starting his industry career in 2026. He has experience working with Upward Bound TRIO Program and Morehead State University. Outside of finance, he is involved in entrepreneurial activities through D&W Window Cleaning LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment implementation and offers financial planning, consulting, and access to third-party asset managers.

Tara Guhy is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 designation with seven years of industry experience. She has worked at Morgan Stanley since 2018 and previously was employed at St Matthews Feed & Seed from 2015 to 2018. 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 and tailored financial planning using structured tools and market modeling techniques.

Nancy Mahoney is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2010 and at Citigroup Global Markets since 1989. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning that incorporates structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Solomon Belkin is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, Central Bank and Trust Co, and the University of Louisville. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.