Brian Marcukaitis is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1995 with Paine Webber and has since accumulated over 26 years of experience advising clients at Merrill. He also serves as the Sales Manager for the Louisville, Kentucky Complex. In 2004, Brian earned the Certified Investment Management Analyst® (CIMA®) designation issued by the Investments & Wealth Institute™. Additionally, he holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) credentials. He maintains FINRA Series 7, 9, 10, 63, and 66 registrations. Brian's expertise includes divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Brian holds a Bachelor's Degree from Northern Illinois University. He resides in Prospect, Kentucky with his wife, Linda, and their two children, Isabella and Evan. His personal interests include boating, camping, fishing, golfing, skiing, and spending time with family.

Samuel Hunter is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, Inc. for 12 years. Outside of advising, he operates Samuel Hunter Photography, selling prints and photographing weddings. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Allen Hamilton is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding a Series 66 designation and four years of industry experience. Prior to joining Baird in 2021, he worked at the University of Kentucky. Outside of his advisory role, he serves as an assistant golf coach at Saint Xavier High School. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of traditional and non-traditional investment strategies.

Belinda Gantz is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 19 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2011 to 2024. 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 overlay services to meet diverse client goals and risk tolerances.

Robert Crittendon is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment 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 client plans.

Michael Lavera is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he owns a rental real estate business. Raymond James & Associates is a large dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by diverse portfolio management and affiliated research.

Stacy Fox is a financial advisor at UBS Financial Services with 20 years of industry experience and holds a Series 66 designation. She has worked at UBS since 2020 and previously held positions at Morgan Stanley and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Timothy Anderson is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at AmerisourceBergen, SGS Consulting, and Mora Construction Inc. He is a 49% partner in Vision CSP LLC and a member of Hope Rei LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients within a wrap-fee structure.

Carol Meyer is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at Robert W. Baird & Co. since 2019 and previously at J.J.B. Hilliard W.L. Lyons from 2017 to 2019. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a range of strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management techniques, supported by ongoing manager selection and internal research tools.

Christopher Carpenter is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019 and J.J.B. Hilliard, W.L. Lyons, LLC since 2012. Outside of his advisory role, he serves as a board member and real estate sales associate for William C Carpenter Inc. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services utilizing a combination of manager-traded and model-traded strategies, tax-management, and internal research tools.

Leigh Parker is a Series 66 credentialed financial advisor with 11 years of industry experience. He has been with Edward Jones in Louisville, KY since 2014. Outside of his advisory role, he is a co-owner of a restaurant investment in Texas Roadhouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,000 financial advisors nationwide and manages approximately $1.01 trillion in assets under management.

Kimberly Garrett is a financial advisor with Edward Jones in Jeffersonville, IN, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Edward Jones since 2010. No other business activities were reported with client-facing responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a variety of discretionary and non-discretionary investment strategies.

Michael Ashabraner is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and 9 years of industry experience. He has worked with Primerica Financial Services since 2010 and has been with Primerica Advisors since 2019. Outside of advisory work, he manages office operations for a senior vice president at PFS Investments and is involved in referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Mark Henderson is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 credentials and six years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank. Outside of finance, he owns Henderson Electronics LLC, an electronics repair business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Shane Calkin is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Uber, Smith and Nephew, and Parker Hannifin. Outside of his advisory role, he also manages a short-term rental property listed on Airbnb. Raymond James & Associates serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Andrew Bronger is a financial advisor at Robert Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird since 2019 and J.J.B. Hilliard, W.L. Lyons, Inc. since 1999. Outside of his advisory role, he coaches lacrosse at Oldham County High School. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Roger Cox is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Edward Jones since 2019. Prior to his advisory career, he spent 13 years at Papa John's International. He was also owner and president of Orange Cardinal Concepts, Inc., a company that operated Supercuts salons and is currently in the process of closing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

James Miller Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Angela Taylor is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Robert Baird & Co. since 2019 and concurrently with J.J.B. Hilliard W.L. Lyons, LLC since 2013. Angela 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 provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and offering various portfolio management options including discretionary, non-discretionary, and separately managed accounts.

Richard Wilson Sr. is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley since 2014, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. based in Louisville, KY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and methodologies.