Haywood Gilbert is a Financial Consultant at Fidelity, a position he has held since 2024. In this role, he partners with clients to co-create tailored financial plans that align with their personal goals and preferences. He employs a collaborative planning process centered around client relationships and leverages the resources at Fidelity to develop and implement strategies aimed at helping clients work toward their objectives. Prior to his current role, Haywood held several positions at Fidelity, including Investment Consultant (2023-2024), Workplace Planning Consultant II (2022-2023), and Retirement Brokerage Services Associate (2020-2022). This progression reflects his growing experience and expertise within the financial services industry. Outside of his professional responsibilities, Haywood's personal interests include camping, cooking and baking, social events with friends, outdoor adventures, spending time with pets, and reading.

Alma Tucker is a financial advisor with Edward Jones in Louisville, KY, holding Series 63 and Series 65 designations and having 35 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Matthew Petty is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 26 years of industry experience. He previously worked at PNC Investments for 19 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. His current role includes advisory services within Morgan Stanley's wealth management division. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured tools and oversees approximately $2.74 trillion in client assets.

Rebecca Lovan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Raymond James since 2021 and previously spent 12 years at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research, while also providing municipal advisory services and specialized employer retirement plan consulting.

Connor Sheryak is a financial advisor with UBS Financial Services in Louisville, KY, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2018, he worked at the University of Notre Dame and Georgetown University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management services.

James Hendon Jr. is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1985. Hendon is an investment club member of The Prospectors and serves on the Investment Finance Committee as a board member of Calvary Episcopal Church. He 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 investment options, including discretionary management and overlay services.

Thomas Fischer is a CFP® professional at OSAIC with 43 years of industry experience. He has been affiliated with OSAIC since 2024 and previously operated Fischer LLC since 2009. Fischer is also part owner and solicitor for Queen City Capital Management LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers a range of brokerage, advisory, and managed-account services, utilizing firm-provided asset-allocation tools and third-party management solutions.

Samuel Morton is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at firms including Investment Centers of America and Chase Investment Services Corp. Morton operates Morton Financial Services, an investment-related business affiliated with his LPL practice. 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, model portfolio programs, third-party asset management, and institutional platforms.

Sean Miranda is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He also has experience with J.J.B. Hilliard W.L. Lyons, LLC, where he has worked since 2013. Miranda serves as President Elect of the Financial Planning Association of Kentuckiana and acts as a successor trustee for relatives' estates. He is part of The DDK Group at Robert W. Baird & Co., which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Hilary Persley is a CFP®-certified financial advisor with 25 years of industry experience, currently serving clients at Edward Jones in Louisville, KY since 2010. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Daniel Allen is a financial advisor with Ameriprise in Charlestown, IN, holding a Series 66 designation and 12 years of industry experience. He worked at Edward Jones from 2013 to 2023 before joining Ameriprise. Outside of his advisory role, he serves as the head coach of the New Washington Middle School baseball team and is Vice President of the New Washington Youth League. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Sarah Black is a financial advisor with Edward Jones in Jeffersonville, IN, holding the CFP® designation and Series 63 and 65 licenses. She has 13 years of industry experience, with prior roles at Lion Street Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Additionally, she has been involved with Spring Street Solutions LLC and Axiom Financial Strategies Group LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Jim Yockey is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Cambridge since 2019 and previously was with NEXT Financial Group. In addition to his advisory role, Yockey is an author of several books including "Money Moves" and "Playing With Your Mind; Manage Your Brain, Change Your Game; A Mental Game of Golf Book." Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a variety of portfolio management options and model-based solutions tailored to client objectives, alongside institutional features and documented conflict-of-interest controls.

George Reed is a financial advisor with Ameriprise in Louisville, KY, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Ameriprise in 2022, he worked at FedEx Ground and Patterson Dental. He also serves as an Operations Director overseeing advisory business operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides tailored recommendation reports and ongoing advice focused on retirement income strategies, using proprietary research and third-party data within a defined investment framework.

Paul Stone Jr. is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Angela Kerrick Nusky is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and eight years of industry experience. She previously worked for over two decades at Fifth Third Securities. Outside of her advisory role, she owns residential rental property. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Jason Daeger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Raymond James since 2008 and currently also works at Stock Yards Bank & Trust, where he assists clients with long-term financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary investment consulting tailored to client goals and supports a wide advisor network with specialized municipal and retirement plan advisory programs.

Travis Langdon is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services and LPL Financial. Langdon is president of Langdon Financial, an S Corporation providing financial services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that may include a broad range of investment products.

Ross Demmerle is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 31 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 20 years before joining Robert Baird in 2019. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

David Bates IV is a CFP®-certified financial advisor with Ameriprise in Louisville, KY, bringing 33 years of industry experience. He has been with Ameriprise since 2005 and is involved in a family cattle business alongside his advisory work. Bates also serves on the board of Shaker Village of Pleasant Hill and plays guitar and mandolin in an acoustic band. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through a collaborative approach involving centralized analysis and non-discretionary implementation.