Yano Touma is a financial advisor with Robert Baird & Co. holding a Series 66 designation and 24 years of industry experience. He previously worked at JJB Hilliard W.L. Lyons LLC from 2008 to 2019 before joining Robert Baird & Co. in 2019. Touma serves on the board of directors for Hunting Creek Country Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

Michael La Vera is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 credential and seven years of industry experience. He has been with Raymond James since 2018 and previously worked at AmeriSave Mortgage Corp. from 2015 to 2018. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Benjamin Redfield is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and six years of industry experience. He has worked at Robert Baird & Co. and JJB Hilliard WL Lyons LLC since 2019 and previously was affiliated with the University of Kentucky and JJB Hilliard WL Lyons LLC. Outside of his advisory work, he is an owner and landlord of two real estate entities in Kentucky. Robert Baird & Co.’s DDK Group serves individuals, families, pension plans, corporations, and charitable organizations by providing financial planning and portfolio management services tailored to client goals and risk tolerances. The firm offers a range of investment strategies and combines in-house and third-party managers, along with municipal advisory and public finance services.

Heather Osborn is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously was with JJB Hilliard W.L. Lyons LLC and Hilliard Lyons for a combined 23 years. Outside of her advisory role, she serves as a trustee managing a relative's trust, which includes filing tax returns, managing investments, and distributing income. Heather is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises 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 strategies and both in-house and third-party managers.

Christopher Boone is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC. 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 financial planning and portfolio management services, including discretionary and non-discretionary management, SMA programs, and complex strategies involving private funds and real assets.

Kimberly Blakely is a CFP® professional with four years of industry experience, currently advising at Robert W. Baird & Co. Incorporated. Her prior experience includes roles at Mariner Wealth Advisors, Ameriprise, and Stock Yards Bank & Trust. She serves as a board member of the Financial Planning Association of Kentuckiana, a nonprofit organization based in Louisville, KY. 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 variety of financial planning and portfolio management services, supported by internal research and a combination of manager-traded and model-traded investment strategies.

Matthew Bailey is a financial advisor with Cambridge Investment Research Advisors. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes positions at Northwestern Mutual Investment Management and Longroad Wealth Managers. Outside of his advisory role, he has been involved in a family-owned mowing and tree service business. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Jeffrey Bellucci is a financial advisor with Ameriprise in Simpsonville, KY, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bellucci serves on the boards of the Hopeful Hearts Foundation Inc. and the Clydesdale Athletic Club and volunteers with the Generous Giving stewardship ministry at Southeast Christian Church. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, utilizing a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax efficiency and withdrawal strategies. The firm serves clients with substantial investable assets and combines advisory, brokerage, and insurance solutions through its affiliated entities.

Kenneth Ballenger is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, previously spending five years at Citigroup Global Markets. He serves as a board member for the River Ridge Development Authority and the Clark Floyd Counties Convention Tourism Bureau in Jeffersonville, IN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Scot Hutcheson is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2008. He began his career in financial services in 1986 and is a licensed Certified Public Accountant. While he does not provide tax advice in his current role, he leverages his accounting background to coordinate tax minimization strategies with clients' CPAs, focusing on risk and wealth management strategies. He holds a bachelor's degree from Murray State University and is a CERTIFIED FINANCIAL PLANNER™ certificant. Scot also holds FINRA Series 6, 7, 26, 63, and 65 registrations. Additionally, he carries various professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with the American Institute of CPAs and the Kentucky Society of CPAs. Scot serves on the board and as treasurer of Feeding America Kentucky's Heartland and is involved with St. James Catholic School. He resides in Elizabethtown with his wife, Rene, and their five children.

Richard Paris is a financial advisor at Raymond James & Associates in Louisville, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Raymond James, he worked at Forvis Mazars, LLP and was involved with the Universal Cheerleading Association. He serves on the Alumni Council for the Christian Academy of Indiana as the 2018 Class Ambassador. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a nationwide team of advisers.

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 Series 66 licensed advisor with 25 years of industry experience. He has worked at J.P. Morgan Securities and affiliated entities since 2005, following earlier roles at Banc One Securities Corporation and Morgan Stanley DW Inc. He is based in Louisville, KY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a structured advisory program.

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 at Robert W. Baird & Co. with 17 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Stock Yards Bank & Trust, LPL Financial LLC, and Horizon Wealth Management. Robert W. Baird & Co. serves individual, corporate, pension, and charitable clients through its Private Wealth Management department, offering services such as financial planning, portfolio management, and custody. The firm employs a variety of investment strategies and emphasizes ongoing manager selection, internal research, and technological tools in its client advice.

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.