Diana Perez is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley, Private Client Services, Robert Baird & Co., and Hilliard Lyons. Outside of her advisory role, she serves as a trustee at Harrison Hills Baptist Church in Lanesville, Indiana. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary advisory services tailored to client goals and supports a large network of advisors with tools that include deterministic and probability modeling.

Alexandra Ehret is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 designation with nine years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2019 and was previously employed at UBS Financial Services Inc. from 2017 to 2019. Early in her career, she also worked in the hospitality industry and held a position at Western Kentucky University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee, serving clients through a combination of direct and corporate financial planning arrangements.

Vincent Corsi is a CFP® with 40 years of industry experience, currently serving at OSAIC since 2024. He has held roles at Securities America Advisors, Inc. and Mainstreet Wealth Management, LLC, where he is also the owner. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.

Katherine Pope Rodriguez is a CFP® professional with six years of experience in the financial industry, currently serving as an advisor at J.P. Morgan Securities since 2021. She also has a background at JPMorgan Chase Bank, N.A. dating back to 2011 and is a board member of the Harrison County Community Foundation, where she contributes to the finance committee. Outside of her advisory role, she is a partner in KEAT Ventures LLC, a company that invests in residential rental properties. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

William Duncan III is a Series 66-licensed financial advisor with UBS Financial Services, based in Louisville, KY, where he has worked since 2002. He has 23 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

John Bossle Jr. is a financial advisor with Equitable Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Equitable Advisors since 2015, following time at Axa Advisors, LLC. Outside of his advisory work, he serves as a basketball and youth football official in multiple local and collegiate leagues. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and personal or plan information.

Donald Kohler Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as an officer and director of a local private company and holds trustee positions in several trusts. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, employing a structured financial planning process supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Angelique Grimball is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Truist Bank, TD Ameritrade, Charles Schwab Bank, and Charles Schwab and Co. Inc. Outside of finance, she owns and operates a family and event photography business, Images by Angelique. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through both direct and employer-based financial planning agreements.

Jeffrey Day is a financial advisor with Charles Schwab holding Series 65 and Series 63 licenses and has 24 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018, with prior experience at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of his advisory role, he serves as an assistant girls soccer coach at Ballard High School. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering integrated wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides multi-asset model portfolios supported by in-house research and alternative investment options.

Carla Rice is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent 27 years with J.J.B. Hilliard, W.L. Lyons, Inc. Rice also has a longstanding affiliation with the University of Louisville. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services utilizing a range of investment strategies and offers municipal advisory and public finance services alongside its investment management capabilities.

Erika Hughes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has previously worked at Home Instead Senior Care and Kentuckiana Rheumatology. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brennen Carlsen is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he was with Pruco Securities LLC and has been involved in HR and employee benefits through PADOC LLC since 2017. Brennen also has experience as a self-employed professional and has worked in education roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrew Thomas is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds the Series 66 designation and has previously worked at U.S. Bancorp Investments, U.S. Bank, and JP Morgan Chase Securities. Outside of his advisory work, he serves as president and coach of a nonprofit youth baseball travel team. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Marc Young is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2012. He holds a Series 66 license and is based in Louisville, KY. Raymond James & Associates, Inc. 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 and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.

Mark Lindemoen is a CFP® and holds a Series 66 license with Edward Jones in Louisville, KY. He has eight years of industry experience, including five years at PharMerica before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Hal White Jr. is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior experience includes roles at Edward Jones, Hal White Financial, Stonewood Financial, and Grainger. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering 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.

John Hall is a financial advisor at Edward Jones in Louisville, KY, holding Series 63 and Series 66 credentials with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Hall serves as a director for Skyline Smyrna Hotel LP, a hotel development and management firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Daniel Love is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Investments and the Family Excellence Group. Outside of finance, his background includes roles at Austin Peay State University and a small business, Niko's Bakery. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and custodial brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

Brandy Bailey is a Financial Consultant at Fidelity Investments, a role she has held since 2016. She employs a collaborative approach to financial planning, working closely with clients to create actionable strategies tailored to their financial goals. Her process emphasizes clarity and adaptability, aiming to develop plans that can evolve alongside her clients and their families. Her professional experience spans multiple positions within Fidelity Investments, including Investment Consultant, Retirement Services Representative, Investments Representative, and Trading. Prior to joining Fidelity, Brandy worked as an Agent at New York Life from 2009 to 2011, and earlier held the position of Director of Marketing and Customer Service at WWW Internet Fund between 1998 and 2000. Outside of her professional responsibilities, Brandy has interests in baseball, music, and traveling.

Ernest Cory II is a financial advisor at Robert Baird & Co. with 46 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird since 2019. Prior to that, he was with J.J.B. Hilliard, W.L. Lyons, Inc. for over four decades. Cory also serves as a FINRA arbitrator. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized investment strategies through a mix of consulting and portfolio services, utilizing both in-house and third-party managers across traditional and non-traditional asset classes.