Mark Liston is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. since 1990. 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, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning, discretionary and non-discretionary management, and separately managed account programs, utilizing both in-house and third-party managers across traditional and alternative investment strategies.

Amber Willoughby is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds a Series 63 designation and has worked at Robert Baird & Co. since 2019, including her current role since 2021. Prior to that, she spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. She 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, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Brett Corbin is a financial advisor at Robert W. Baird & Co. in Louisville, KY, holding a Series 66 designation with 11 years of industry experience. He previously worked at Raymond James & Associates for ten years and briefly at New2Lou. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

James Buchheit is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and previously worked at Sachs Investment Group for 11 years and Spc for 4 years. He is involved with Moose Capital Advisors, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and a range of portfolio management options.

Gayle Crow is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has been with UBS Financial Services since 2015. Outside of her advisory role, she is a partial owner of a family cabin involved in occasional rental activity managed through a property manager. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Michelle Claycomb is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior roles include positions at Merrill, UBS Financial Services, and J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Sophia Guyton is a financial advisor with Merrill in Louisville, KY, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she and her husband participate in a local community activity delivering baby announcement signs to families in their neighborhood through their for-profit entity, Louisville Storks. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors.

Sarah Cattan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fisher Investments and Mariner Wealth Advisors, among other firms. Outside of her advisory role, she owns and operates Sarah Cattan Photography, taking on occasional family and event photography assignments. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Whitney is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 1999 and 2005, respectively. He holds Series 63 and Series 66 designations and is based in Louisville, KY. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Jennifer Brenzel Hartlage is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2013 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Luis Rizo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over nine years of experience in the financial industry. His career includes roles at JPMorgan Chase Bank, N.A. and PNC Bank/PNC Financial. 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 centralized due-diligence framework.

Renee Curtis is a financial advisor with UBS Financial Services in Louisville, KY, holding a Series 66 designation and 10 years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Synthia Deese is a financial advisor with Wells Fargo Clearing in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is a 25% owner of Bartee Farms LLC, a family-owned entity that holds and manages farmland. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Ashton Ellis is a Series 66-licensed financial advisor at Morgan Stanley in Louisville, KY, with less than one year of industry experience. Prior to joining Morgan Stanley, Ellis held positions at Southwestern University and Associated Terminals. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured discovery conversations and advanced planning tools to support client financial plans.

Scott Ironside is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019. Prior to that, he spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. 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 consulting and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlays for goal and tax management.

Sean Lutes is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and nine years of industry experience. Prior to joining Cambridge in 2021, he worked at Ameriprise Financial Services for four years. He is also involved as president and owner of SML Ventures LLC, a business entity outside of his advisory role. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a variety of portfolio management solutions and access to both proprietary and third-party investment strategies.

Clayton Denny is a financial advisor with Equitable Advisors in Louisville, KY, holding a Series 66 designation and 18 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 19 years before joining Equitable Advisors in 2026. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kristy Wilson is a financial advisor with Merrill based in Louisville, KY, holding Series 63 and Series 66 licenses and five years of industry experience. Her career includes roles at Edward Jones and Humana prior to joining Merrill in 2022. Outside of her advisory work, she is employed part-time as a food delivery driver for DoorDash. Merrill provides managed account services through its Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by its integration with Bank of America’s broader corporate platform.

Keaton Seelye is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at First Savings Bank and LPL Financial LLC. Keaton is also a commissioned notary public in the state of Indiana. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors.

Carey Rafferty is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2021, Rafferty worked at Merrill from 2017 to 2021 and First Capital Bank of Kentucky from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market outlook models.