Elizabeth Fields is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and nine years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously was with JJB Hilliard WL Lyons LLC from 2016 to 2018. 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 a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research.

John Michael II is a CFP® professional with 34 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Cambridge Investment Research Advisors, Private Client Services, and Woodbury Financial Services. Outside of his advisory work, he is an author of the book *A Stand for Truth*. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by its extensive network of investment adviser representatives.

Jack Gapen is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual planning needs. He has been serving in this role since 2026. Jack has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. His experience encompasses client relationship management and financial planning within the firm.

Sherry Leavell is a financial advisor with Stifel in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Stifel since 1998. Outside of her advisory role, she is an author of devotional books and serves as a board member of the Midland Trail Golf Club, which she co-owns with her husband, and participates in a local charitable giving group called The 6:21 Experience. Stifel serves a diverse client base, including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

Andrew Shoemaker is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Ameriprise in 2022, he worked at Mercurio Wealth Advisors and LPL Financial. His background also includes roles outside finance, such as employment at Starbucks and involvement with Zeggz Amazing Eggs. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with 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.

Florence Chandler is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2012. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Matthew Powell is a financial advisor with UBS Financial Services Inc. in Louisville, KY, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

David Burks is a financial advisor at Robert W. Baird & Co. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baird since 2021, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. from 1983 to 2018. Outside of his advisory role, Burks serves on the board and finance committee of Maryhurst, a nonprofit agency supporting abused girls, and participates in the endowment committee at Douglass Boulevard Christian Church. He is also involved with Burks Spring Distillery, a whiskey aging project. The DDK Group at Robert W. Baird & Co., where Burks is based, provides tailored wealth management services to individuals, families, pensions, corporations, and charitable organizations, offering financial planning, portfolio management, and consulting through a range of traditional and alternative investment strategies.

Henry Wall is a financial advisor with Raymond James & Associates in Louisville, KY. He holds a Series 66 designation and has 13 years of industry experience, including 12 years with Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering a range of financial planning, consulting, and advisory services supported by a nationwide network of advisers.

Cindi Shrader is a financial advisor with Mass Mutual Investors Services in Louisville, KY, holding Series 63 and Series 65 licenses with 26 years of industry experience. She previously worked at METLIFE SECURITIES Inc from 1999 to 2017 before joining MassMutual Life Insurance Company and MML Investors Services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars through collaborative and comprehensive client relationships.

Todd Klinglesmith is a CFP® professional with 20 years of experience in financial advising. He has been with Edward Jones since 2005, based in New Albany, IN. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Newman is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and seven years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously held positions at JJB Hilliard WL Lyons LLC and Forcht Bank, N.A. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and overlay services.

Hannah Matthews is a financial advisor at Edward Jones in Louisville, KY, holding Series 66 and Series 63 licenses with one year of industry experience. She previously worked at J.P. Morgan Securities and has held roles outside of finance, including managing Matthews Construction LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Sarah Huelsman is a Wealth Management Advisor based in Louisville, Kentucky, affiliated with Merrill as a Resident Director. She brings nearly two decades of experience in the financial industry, focusing on areas such as college education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, and supporting women and wealth. Sarah holds Series 7 and 66 FINRA registrations as well as professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). She earned a bachelor's degree in economics from Centre College and an MBA from the University of Louisville. Sarah balances her professional career with an active family life, residing in St. Matthews, Kentucky with her husband and two children. Her personal interests include fishing, reading, spending time with family, traveling, and watching movies. Sarah is involved in her community through volunteer work at Holy Trinity Catholic Church and is a member of The Fillies Inc. She has a particular appreciation for Derby season as part of her local engagements.

Allissabeth Whittle is a financial professional with three years of industry experience. She holds a Series 66 designation and is currently affiliated with Cetera. Her prior experience includes roles with XY Planning Network and HTSG CPAs + Advisors. Whittle is also involved in tax preparation through her work with Cornerstone Tax Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party investment managers.

John Piascik is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a caddy at Valhalla Golf Club, assisting golfers with reading greens and club selection. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a primarily model-driven investment approach and offers access to third-party asset managers and other financial services.

Philip Parish is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 33 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 1994. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a mix of in-house and third-party managers across traditional and complex investment strategies.

Trey Mulligan is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and having 13 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked with JJB Hilliard W.L. Lyons, LLC from 2012 to 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm provides a range of financial planning, portfolio management, and brokerage services, supported by internal research, manager selection, and advanced investment strategies.

Lawrence Telle is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at NYlife Securities LLC and New York Life insurance. 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 a range of services including financial planning, portfolio management, and customized investment strategies utilizing both in-house and third-party managers.

Lindsay Rhodes is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2017 to 2025. Earlier in her career, she was involved in the bridal retail industry and the restaurant sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.