Solomon Belkin is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, Central Bank and Trust Co, and the University of Louisville. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Mc Carty is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Baird Trust and AllianceBernstein. Mc Carty also serves as an adjunct professor of finance at the University of Kentucky Gatton College of Business and Economics, where he teaches financial modeling. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, and institutional investors. The group offers tailored advice and diversified portfolio management through a combination of in-house and third-party managers, with services spanning traditional and non-traditional investment strategies.

Christopher Foster is a CFP® with 33 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. He has also been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Outside of his financial advisory work, he is president of Threesome Construction, a company that owns farmland leased to a tenant farmer in Oldham County, Kentucky. 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 by providing customized financial planning and portfolio management services across a range of traditional and non-traditional investment strategies.

James Groves III is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Outside of his advisory role, he is a member of an LLC created to hold University of Louisville basketball and football tickets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and municipal advisory capabilities.

Adrienne Hayes is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Baird Trust Company, she worked for Stock Yards Bank & Trust for 13 years. She serves as a board member for the March of Dimes, volunteering approximately one hour per month with the charity. The DDK Group at Robert W. Baird & Co. serves high net worth individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, with investment strategies that include manager-traded and model-traded SMA programs, tax management, and direct indexing.

Kristina English is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Securities America Advisors and Securities America, Inc. She also operates IRONBRIDGE WEALTH COUNSEL, LLC as a private wealth advisor and works as an insurance agent selling health, life, and Medicare supplement products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services and employs various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Damon Bootes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at various firms including First Allied Securities and Waddell & Reed and is a partner at Clifford Bootes Asset Management. Outside of advising, he coaches youth soccer and provides tax preparation services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Davis Sims is a financial advisor with Edward Jones in Louisville, KY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Humana for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Daniel Maclean is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and possessing 17 years of industry experience. He has served in multiple roles at Stock Yards Bank & Trust Company since 2011, including Vice President, alongside his advisory work at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Kelly Graybill is a financial advisor at J.P. Morgan Securities in Louisville, KY, with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Rachel Gast is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In her position, she provides support, guidance, and education to clients and their families, working alongside Financial Consultants to address client needs and goals. Rachel approaches client interactions with the intent to simplify complex financial situations and build confidence in clients' financial and life decisions. She draws on her expertise to assist clients in navigating their financial planning journeys. Outside of her professional work, Rachel enjoys camping, cooking and baking, fitness activities, hiking, kayaking, and spending time with her pets.

Charles Satram is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as academic positions at the University of Louisville and Keiser University. He also served five years in the U.S. Army and operated a self-employed business for ten years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a combination of advisory and brokerage services, utilizing model portfolios, third-party asset management, and a range of financial products, supported by an integrated platform that includes insurance offerings and collateralized lending programs.

Billie Wilson is a financial advisor at Robert Baird & Co. with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Baird since 2019, including time in their Private Wealth Management department. Wilson also serves as a fiduciary appointee for a domestic partner under a general durable power of attorney. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a range of strategies including separately managed accounts and tax management, supported by internal research and ongoing manager oversight.

Nickolus Stephens is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 credential and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Stephens serves on the board of the YMCA, is a past president of the South Oldham Rotary, and is involved with the Canstruction Oldham County canned food building competition. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a program that integrates algorithmic automation with advisor oversight.

Lawrence Nagel is a Private Wealth Advisor with Merrill Private Wealth Management. He holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Lawrence earned a Bachelor's Degree from Hamilton College. His client focus areas include Family Wealth Management Strategies, Institutional Consulting, Services for Endowments, Foundations, and Non-profits, Defined Benefit Plans, Legacy Planning, Liquidity Management, Socially Responsible and ESG Investing, Tax Minimization, and Retirement Income. Lawrence has served in leadership roles with the J.B. Speed Art Museum, acting as Trustee from 2016 to 2019, and as Governor from 2012 to 2016, serving as Chair from 2013 to 2015. Outside of his professional work, Lawrence is a lifelong learner who enjoys fishing, skiing, spending time with his family, and playing tennis.

Bradley Fry is a CFA® charterholder and holds Series 65 and Series 63 licenses, with seven years of industry experience. He has worked at Robert Baird & Co. since 2024, following prior roles at Cerity Partners, ARGI Investment Services, Professional Data Solutions, Inc., and Wright Express Inc. In addition to his advisory work, Fry teaches a course at Bellarmine University. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations. The group offers financial planning, portfolio management, and brokerage services, utilizing a mix of strategies including separately managed accounts and tax-management techniques.

Todd Walz is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2006. Outside of his advisory role, he operates Profit Propaganda, a business active since 2007. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad range of portfolio management styles and affiliated research.

Natalia Reyes is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with four years of industry experience. She has worked at Baird since 2022 and previously held roles at C.H. Robinson and NTT Data. Outside of her advisory work, Reyes serves as the treasurer and a board member for the Women in Networking Chapter 6. She is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of investment strategies including separately managed accounts, tax management, and model-traded solutions, supporting its advisory work with internal research and strategic partnerships.

Jason Hunsucker is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, Inc. and Securities America, Inc. from 2005 to 2022. Outside of his advisory role, he is the CEO and business owner of GivApp LLC, a non-investment related venture. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

William Wobbe is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He has been with Robert Baird since 2019 and has worked at J.J.B. Hilliard, W.L. Lyons, Inc. since 1995. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a director at the Pendennis Club in Louisville, overseeing club management and finances. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a mix of in-house and third-party managers across traditional and non-traditional investment strategies.