Jeffrey Roberts is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding a Series 63 credential and 44 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 37 years before joining Baird in 2019. Roberts serves as Finance Chair on the Louisville Orchestra’s Finance and Investment Committee and is an ex-officio member of its Endowment Fund. Robert W. Baird & Co.’s Private Wealth Management team, which includes the DDK Group, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, incorporating manager-traded and model-traded strategies alongside tax-management and direct indexing.

John Shellenberg is a financial advisor with Edward Jones in Louisville, KY, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and previously spent seven years at CSS Distribution Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including wrap fee strategies, separately managed accounts, and tax-efficient investment options, supported by a large nationwide network of financial advisors and branch offices.

Matthew Kittell is a financial advisor at Cetera with 28 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Commonwealth Capital Management, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, overseeing more than $256 billion in assets and supporting over 10,000 advisors.

Robert Knabel is a financial advisor with Ameriprise in Louisville, KY and holds a Series 66 designation. He has prior experience at PNC Bank, PinSeeker, and Academy Sports and Outdoors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing investment research and algorithmic tools to provide recommendations on asset allocation and withdrawal strategies.

John Gordinier is a financial advisor at Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 26 years before joining Robert Baird in 2019. He also serves as a trustee for family trusts, performing investment-related trustee duties. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager monitoring and the use of internal research and tools in client advice.

John Varga Jr. is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at the University of Kentucky and Saint Xavier High School. 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 institutional clients. The group offers financial planning, portfolio management, and customized investment strategies using both in-house and third-party managers.

Stephanie Hughes is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm’s approach includes tailored financial planning supported by structured discovery conversations and firm-approved tools.

Benjamin Hoehler is a CFA® charterholder and holds the Series 66 designation, with 19 years of industry experience. He currently works at OSAIC and has previously been affiliated with Securities America Advisors and Securities America Inc. Outside of his advisory role, he serves on the boards of several nonprofits, including Seed to Oaks, Portland Christian School, and Sojourn East, contributing to community and church organizations in Louisville, KY. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to create portfolios across multiple asset classes, managed on discretionary or non-discretionary terms.

Todd O’Neil is a financial advisor with Ameriprise in Louisville, KY, holding a Series 63 credential and possessing 31 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he serves as president of Todd Christian O’Neil, Inc., an entity formed to manage his Ameriprise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Phillip Gross is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1981, concurrently associated with Bank of America, N.A. since 2009. He maintains an outside business involving general brokerage activities in Louisville, Kentucky. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm integrates a wide range of program strategies and manager-constructed portfolios, supported by oversight from its Chief Investment Office and a close affiliation with Bank of America’s broader banking and capital markets platform.

Antonio Palazzo is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Ruth's Chris Steak House and Bellarmine University from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including retirement plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Travis Drake is a financial advisor with Edward Jones in Henryville, IN. He holds a Series 66 designation and began his advisory career at Edward Jones in 2026. Prior to entering the financial industry, he worked in education with Silver Creek School Corporation and West Clark Community Schools for a combined total of 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and managed solutions, supported by a large national network of financial advisors and branch offices.

Patricia Denny is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 designations and 18 years of industry experience. She has been associated with Primerica Financial Services since 2003 and PFS Investments Inc since 2007. Primerica Advisors offers a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors who use model-based investment strategies, including options that incorporate cryptocurrency-focused ETFs, supported by custodians and overlay managers.

Patrick Fleming is a financial advisor with Edward Jones in Jeffersonville, IN, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Fleming is also involved in a separate business as a landlord through JNC Fleming LLC. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets with a large network of advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Steven Richardson Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at Commonwealth Capital Management, Citizens Securities, PNC Investments, and other firms. He is also an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC provides services through a large national network of over 10,000 advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers varied portfolio management options, financial planning, and access to third-party managers across multiple program structures.

Kurt Kraft Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets from 2000 to 2009. Outside of his advisory role, he serves on the finance committee of Saint Mary's of the Annunciation Catholic Parish. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and processes.

Matthew Ricke is a financial advisor with Ameriprise based in New Albany, IN, holding Series 63 and Series 65 credentials and with 19 years of industry experience. His prior work includes roles at Massmutual Life Insurance Company, Mass Mutual Investors Services, and operating Ricke & Associates. He is also a managing partner at 3R Wealth, LLC, where he runs a financial practice. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement income recommendations.

Brent Carlton is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs and research-supported portfolio management.

George Edds is a financial advisor with Stifel in Louisville, KY, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with Stifel Nicolaus & Company, Inc. since 2015. Outside of his advisory role, Edds coaches volleyball at both the Christian Educational Consortium and Legacy Volleyball Club. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, which clients use to inform their decisions.

Lewis Zwiebel III is a financial advisor with Robert Baird & Co., holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Robert Baird & Co. since 2011. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients with tailored consulting and portfolio services. The firm offers a range of investment strategies, including traditional and non-traditional allocations, and provides municipal advisory and public finance services alongside its wealth management capabilities.