Alexander Davis is a Series 66-licensed advisor with Robert Baird & Co. in Louisville, KY, bringing 14 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with Jjb Hilliard Wl Lyons LLC since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies, tax-management techniques, and ongoing manager selection supported by internal research and technology.

Jonathan Lintner is a financial advisor with Ameriprise in Louisville, KY, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved with Heick, Hester Smith & Associates, a wealth management business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools, while emphasizing a range of advisory, brokerage, and insurance solutions.

Gabriel Cora is a Series 66-credentialed financial advisor with Morgan Stanley in Louisville, KY, with less than one year of industry experience. His background includes roles in education and retail prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of advisory programs, including plans coordinated through employer agreements.

Russell Ferreri is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Ferreri teaches the math curriculum and learning methodology at the Russian School of Math Louisville for K-8 students. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Scott Durham is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 22 years of industry experience. He previously worked at Hilliard Lyons and JJB Hilliard WL Lyons LLC. Outside of his advisory role, Durham coaches a traveling soccer team with the Falls City Soccer Club. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutions with tailored financial planning and portfolio management services. The group employs a mix of in-house and third-party managers, offering a range of investment strategies from traditional to complex allocations.

Joshua Smith is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He has worked at Baird since 2019 and previously spent six years with JJB Hilliard WL Lyons. Outside of his advisory role, Smith serves as an assistant varsity baseball coach at Lanesville High School, where he mentors and instructs student-athletes. He is part of The DDK Group within Baird’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations, offering a range of investment strategies including traditional and non-traditional approaches.

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 23 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently with J.J.B. Hilliard, W.L. Lyons, LLC since 2008. Outside of advising, he is involved with JAZZRO, an internet-based client relationship management system, where he acts as an advocate promoting the service. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, institutions, and charitable organizations with a range of financial planning and portfolio management services. The group tailors investment strategies to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional asset classes.

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. with 45 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. since 1980. Outside of his advisory role, he is involved in managing horse racing activities. Larry Telle 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. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

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 financial advisor at Edward Jones in New Albany, IN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he held roles in various fields including professional grounds management and development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of 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.