Wade White II is an advisor at LPL Enterprise with a Series 66 designation and recent industry experience. He has held roles at Morehead State University and operates a window cleaning business, D&W Window Cleaning LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, and access to third-party asset management, utilizing an integrated platform that combines advisory services with a range of financial products.

Tara Guhy is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 66 designation with seven years of industry experience. She has worked at Morgan Stanley since 2018 and previously was employed at St Matthews Feed & Seed from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning using structured tools and market modeling techniques.

Nancy Mahoney is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2010 and at Citigroup Global Markets since 1989. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning that incorporates structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Solomon Belkin is a financial advisor at Merrill in Louisville, KY. He holds a Series 66 designation and has experience working at Central Bank and Trust Co, University of Louisville, and Bank of America, N.A. prior to joining Merrill. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Outside of his advisory role, he is a member of an LLC that holds University of Louisville basketball and football tickets. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary and discretionary advisory services and is notable for its involvement in public finance and municipal work.

Adrienne Hayes is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds the Series 66 designation and has worked previously at Stock Yards Bank & Trust. Hayes serves as a board member of the March of Dimes, volunteering with the charity since 2009. She 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 financial planning and portfolio management services using a combination of in-house and third-party managers, covering a range of traditional and non-traditional investment strategies.

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. in Louisville, KY, holding a Series 66 designation and 17 years of industry experience. He has worked at Stock Yards Bank & Trust Company and affiliated Raymond James entities since 2011, serving in various advisory and officer roles. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

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 with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2006 and also operates Profit Propaganda since 2007. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public finance and institutional consulting capabilities.