James McMahon is a CFP® professional with 12 years of industry experience, currently serving at Raymond James Financial. His career includes nearly a decade with Raymond James and Associates and a brief tenure at West End School. McMahon holds a vice president position and ownership role at Harmony Wealth Partners and serves on the Anchorage City Council in Louisville, KY. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting services to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

William Fuller Jr. is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Robert Baird & Co. since 2019 and J.J.B. Hilliard, W.L. Lyons, LLC since 2008. Outside of his advisory roles, he advocates for an internet-based client relationship management system called JAZZRO. The DDK Group at Robert W. Baird & Co. serves individuals including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and other services supported by internal research and a range of investment strategies.

Kirk Sweeney is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various JPMorgan Chase entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Ronny Bass is a Series 66-licensed financial advisor at UBS Financial Services with 26 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 13 years before joining UBS in 2025. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

John Greely is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He joined Fidelity in 2006 and has held various roles including Investment Consultant, Retirement Solutions Representative, Investment Representative, Full Trader, and 401k Consultant. Prior to joining Fidelity, he worked as a Customer Service Representative at Fifth Third Bank from 2004 to 2006. John's career has been focused on retirement planning, driven by his personal motivation to help clients avoid common pitfalls as they approach retirement. His roles have provided him with experience across investment services and retirement solutions, enabling him to offer comprehensive financial consulting to his clients.

Mark Krebs Jr. is a financial advisor at Morgan Stanley in Louisville, KY, with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Krebs serves as a board member of the Quarterback Club of Louisville KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Gary Grigg is a financial advisor with Morgan Stanley, holding a Series 66 designation and over 26 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Larry Telle is a financial advisor at Robert Baird & Co. in Louisville, KY, with 46 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird since 2019 and J.J.B. Hilliard, W.L. Lyons, Inc. since 1980. Outside of finance, he is involved in horse racing management, dedicating time to actively directing horse activities. Larry is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing manager-traded and model-traded SMA strategies along with tax-management and direct-indexing capabilities.

Zachary Chamberlain is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Northwestern Mutual Wealth Management Company, Patrick Robison, and Lucas Chamberlain. 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 combination of in-house and third-party managers, with strategies ranging from traditional allocations to complex and non-traditional investments.

Zach Kaiser is a Series 66 licensed financial advisor with Edward Jones in New Albany, IN, and has three years of industry experience. He has been with Edward Jones since 2021. Prior to this, his work history includes positions in education, development, and grounds management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Thomas Hallion is a financial advisor with Raymond James Financial Services Advisors, Inc. in Louisville, KY, holding a Series 63 designation and 26 years of industry experience. His career includes roles at multiple Raymond James affiliates since 2013 and a decade-long tenure with Major League Baseball from 2013 to 2023. Outside of his advisory work, he serves as an independent contractor for Henry Hensley & Associates, Inc., providing comprehensive financial services to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal and retirement plan advisory services.

Valerie Barnes is a Series 66-licensed financial advisor with Edward Jones, based in New Albany, IN, and has 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

Jeffrey Roberts is a CFP® professional with 12 years of industry experience, currently serving at Robert Baird & Co. since 2019. He has also worked at J.J.B. Hilliard W.L. Lyons, LLC since 2013. Roberts participates on the finance and investment committees of The Cabbage Patch Settlement House in Louisville, KY. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement diverse investment strategies.

Scott Kelly is a financial advisor at Merrill in Louisville, KY, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Bank of America since 2011 and with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Brian Diehlman is a financial advisor with LPL Financial based in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Waddell & Reed, Richard Damon, and his own firms, Bdiehlman LLC and Brian J Diehlman. In addition to his advisory work, he serves as an independent agent in non-variable insurance and property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, combining extensive advisory capabilities with various financial products and partnerships.

Whitney Woodford is a financial advisor at Raymond James & Associates with 26 years of industry experience. Prior to joining Raymond James in 2024, Woodford worked for Merrill Lynch, Pierce, Fenner & Smith, Inc. for 13 years. He holds Series 63 and Series 66 licenses. Outside of advising, Woodford is a small owner in a family electric business that originated with his grandfather. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide team and a broad range of portfolio management styles.

Janice Priest is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 63 designation and 37 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and methodologies.

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.