Kenneth Ballenger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the boards of the River Ridge Development Authority and the Clark Floyd Counties Convention Tourism Bureau in Jeffersonville, IN. Wells Fargo Clearing provides retirement plan consulting services to ERISA-qualified and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matt Millies is a financial advisor at Edward Jones in Georgetown, IN, holding a Series 66 designation with nine years of industry experience. He worked in self-employed pro-bono financial services prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Scot Hutcheson is a Wealth Management Advisor with Merrill Lynch, bringing a career in financial services that began in 1986. He joined the firm in 2008 and focuses on investment consulting for defined contribution plans, personal retirement planning, philanthropic planning, small business strategies, socially responsible, values-based, and ESG investing, tax minimization coordination, and retirement income. Scot is a licensed Certified Public Accountant but does not provide tax advice in his current role; instead, he leverages his accounting background to coordinate tax minimization strategies with clients' CPAs. He holds a bachelor's degree from Murray State University and maintains multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds Series 6, 7, 26, 63, and 65 FINRA registrations and is affiliated with professional organizations such as the American Institute of CPAs and the Kentucky Society of CPAs. In addition to his professional work, Scot serves on the board and as treasurer of Feeding America Kentucky's Heartland. He is also involved with St. James Catholic School. Scot lives in Elizabethtown, KY, with his wife, Rene, and their five children.

Richard Paris is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Forvis Mazars, LLP and the Universal Cheerleading Association. Paris serves on the Alumni Council for the Christian Academy of Indiana, where he acts as the 2018 Class Ambassador. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with a focus on both retail and municipal advisory services.

Jared Sletto is a financial advisor with Charles Schwab & Co., Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses and with four years of industry experience. Prior to Schwab, he held positions at Fidelity Investments, Citigroup, and Ferguson Enterprises, among other organizations. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized, integrated operational structure.

Brian Chelliah is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 Series 66 credentials and one year of industry experience. He also serves as a tax preparer at DFS Tax, LLC and manages support staff and client relations at Davis Financial Services, Inc. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment managers.

Marcia Henderson is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 66 and Series 63 licenses and possessing 17 years of industry experience. Her prior work includes roles at Stock Yards Bank & Trust, LPL Financial LLC, and Horizon Wealth Management. 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 range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research, manager oversight, and a variety of investment strategies.

Cory Gerkin is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following over a decade at J.J.B. Hilliard, W.L. Lyons. Outside of his advisory role, he participates as a boxer in four-round matches with CTH Boxing Promotions. Robert Baird & Co.’s DDK Group serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, employing both traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

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 with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously spent 11 years at First Kentucky Securities Corp before joining LPL Financial. In addition to her advisory role, she is a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and investment options supported by in-house and third-party research.

Clinton Carrier is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His background includes 15 years at PNC Bank and PNC Investments prior to joining Cetera in 2025. Outside of his advisory work, he serves as Treasurer of the Suburban Masonic Lodge #740 in Louisville, KY. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party managers.

Kit Carter is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been associated with J.J.B. Hilliard, W.L. Lyons, LLC since 2009. 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 other institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and manager options.

Rebecca Borne is a financial advisor at Raymond James & Associates with a Series 66 credential and one year of industry experience. Her prior work includes roles at Corto Lima and the University of Kentucky, as well as five years at Jerzees Sports Grille. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with both non-discretionary and discretionary management options, and maintains capabilities in public finance and municipal work.

Erskine Courtenay is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been investing family assets since 1999 and joined Merrill in 2012. Erskine specializes in goals-based wealth management, working with families to integrate their personal values into financial planning. His approach includes collaborative development of value-based goals across income, investments, insurance, education, and wealth transfer, leveraging the global resources of Merrill and banking products through Bank of America, N.A. Erskine holds a Bachelor's and a Master's degree from George Washington University as well as a Master's degree from Thunderbird School of Global Management. He is a Chartered SRI Counselor (CSRIC) and a Personal Investment Advisor (PIA). He is a member of professional and community organizations including Rotary and the Louisville Society of Financial Analysts. Erskine is multilingual, speaking both French and English. Outside of his professional work, Erskine is engaged in community activities and maintains memberships with organizations such as Rotary. He lives in Louisville with his wife and family.

Victor Meyerowitz is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2017 and previously spent seven years with Private Client Services, LLC. Meyerowitz is also a partner in Meyerowitz & King PLLC, a CPA firm specializing in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies, including machine learning.

Brian Edelen is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Johnson & Johnson, Clinical Solutions, LLC, and Edge Diagnostics. Outside of advising, he owns Edelen Holdings LLC, a company involved in the maintenance of rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Nicholas Oakes is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including a prior role at Humana Inc. Outside of his advisory work, Oakes serves as an assistant wrestling coach at Floyd Central High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions, supported by a large national network and a fiduciary standard of care.