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.

Kristen Hammack is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she serves as president of a nonprofit networking group focused on connecting and empowering women business leaders in Mt Washington, KY. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

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.

Myra Ryan is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Ameriprise in Louisville, KY. Her prior roles include positions at Avantax Insurance Services, Avantax Advisory Services, Avantax Investment Services, McDaniel Wealth Management, and Radwan, Brown & Co. She serves on a local board of directors in Louisville. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

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.

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.

James Walker Jr. is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at CFI Auto and Leasing and TriJen Material Handling, LLC. Outside of his advisory role, he owns a vacation rental property in Prospect, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of 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.

Daniel Di Angelo is a financial advisor with Edward Jones in Louisville, KY, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at AmeriSave Mortgage Corporation for 11 years and Atria Senior Living for one year. He is also the owner of DiAngelo Consulting Group LLC, a sports card selling business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering various advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

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.

Colin Kremer is a financial advisor with Stifel in Louisville, KY. He holds the CFP® designation and Series 63 and 65 licenses. Kremer has three years of prior experience at Briar Hall LLC and has worked at several other financial firms, including Fifth Third Private Bank and Assetmark Financial, Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Nancy Ary is a Certified Financial Planner (CFP®) with 31 years of industry experience. She is currently with LPL Enterprise and has held prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Fifth Third Securities, Inc. Ary is also active as a health insurance agent. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Christopher Lynch is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Baird Trust Company and Fifth Third Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Susan Hughes is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds a Series 66 designation and previously worked at Computershare N.A. and Norton Healthcare. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a range of strategies from traditional equity and fixed-income to more complex approaches, including discretionary management and tax overlays.