Jodi Seddon is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and 21 years of industry experience. She worked at JPMorgan Securities LLC from 2013 to 2018 before joining Ameriprise Financial Services, Inc., where she served from 2018 to 2020, and has been with Ameriprise since 2020. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm delivers tailored, research-driven recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Don Hardison is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 19 years of experience in the financial services industry. Since joining Merrill in 2017, he specializes in serving the wealth management needs of business owners, corporate executives, non-profit institutions, and entrepreneurs. Don focuses on developing personalized strategies for clients, their families, and businesses to help pursue both short- and long-term financial objectives. He holds a Bachelor of Business Administration degree in Finance and a Bachelor of Science degree in Sociology from the University of Kentucky, as well as an MBA in Applied Management from Indiana Wesleyan University. Don is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His advisory approach includes developing and managing customized portfolios with individual stocks, bonds, ETFs, and non-correlated assets. Don is involved with the American Lung Association - Louisville Chapter and participates in several professional and community organizations including the Financial Professionals Organization and the University of Kentucky Alumni Association. He is committed to collaborating with clients to create strategies aligned with their financial goals.

Katelyn Shiver is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation. She has been with Baird since 2025 and has prior experience working at Tennessee Technological University and Darling State of Mind. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and tools in delivering client advice.

Joseph Mayfield is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at JJB Hilliard WL Lyons LLC. 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 customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with both discretionary and non-discretionary options.

William Holladay is a financial advisor with LPL Financial in Louisville, KY, holding a Series 66 designation and eight years of industry experience. His career includes roles at Old National Bank, Truist Advisory Services, BB&T, and PNC Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Craig Boughey is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2014, with prior experience at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Kevin Northup is a financial advisor at Robert Baird & Co. in Louisville, KY, with 16 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, following nine years at J.J.B. Hilliard, W.L. Lyons, LLC. He 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, separately managed accounts, and municipal advisory services, supported by internal research and technology tools.

Sophie Stallings is a financial advisor with Robert W. Baird & Co. in Louisville, Kentucky, holding Series 63 and 65 licenses with three years of industry experience. Before joining Baird, she worked at ARGI and spent a combined ten years in education. Outside of her advisory role, she serves as a Community Living Support Worker for an intellectually disabled adult, assisting with physical support and community involvement on a part-time basis. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including individuals, corporate clients, pension plans, and charitable organizations. The group utilizes a range of investment strategies including manager-traded and model-traded separately managed accounts and incorporates internal research and technology, including artificial intelligence, in delivering advisory services.

Matthew Doane is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and two years of industry experience. His prior work includes roles at LPL Financial LLC, Redwood Legal Group, PLLC, and legal and nonprofit organizations. He is also a licensed notary in the state of Kentucky. Matthew is part of the DDK Group within Baird’s Private Wealth Management department, which serves a variety of clients including individuals, corporate entities, pensions, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and advisory services with an emphasis on manager-traded and model-traded strategies supported by in-house research and technology.

Anne Cheaney is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses such as Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Adam Henley is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors and Securities America, Inc. Henley is also the lead advisor at Ironbridge Wealth Counsel, LLC, where he manages client relationships and provides financial advice. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a variety of portfolio options, employing firm-provided tools and third-party solutions to construct and manage client portfolios.

Amanda Connaughton is a CFP® professional with six years of industry experience. She is currently with Cetera Wealth Services, LLC and Cetera, and has previously worked at Concourse Financial Group Securities Inc. She serves on the Junior Board of Savvy Ladies, supporting its educational programs and fundraising efforts. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and access to various program platforms and third-party managers.

Jeffrey Caufield II is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Parkland Securities for 10 years. Outside of his advisory work, he serves as a priest at The Old Templar Holy Catholic Apostolic Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party management, and institutional platforms.

Michael Russell is a financial advisor at Robert Baird & Co. with 26 years of industry experience and holds a Series 66 designation. He has worked at Robert Baird & Co. since 2019 and previously at JJB Hilliard WL Lyons LLC and Hilliard Lyons from 2003 to 2017. Outside of his advisory work, he is a member and owner of Vanguard Crossfit LLC. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through comprehensive wealth management services, including financial planning, portfolio management, and custody. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Tyler Mattingly is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 credential and has prior involvement with the University of Kentucky Education Abroad and the James B. Beam Institute. Outside of his advisory role, he works seasonally as a golf caddie at Valhalla Golf Club, providing on-course support to club members and guests. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a broad range of portfolio management styles.

Fay Clark is a financial advisor with OSAIC and holds a Series 66 designation. Clark has 12 years of industry experience and has been associated with Financial Services Center Inc. since 2000. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by a broad network of affiliated advisers and employs asset allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes.

Marie Carney is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding Series 63, 65, and 66 licenses and 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she holds power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michelle Solinger is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Nethery Insurance Agency, Lululemon, and JCrew Factory. Outside of her advisory role, she teaches physical education at St. Stephen Martyr Catholic School. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by in-house research, manager selection, and strategic partnerships.

Darrell Thomas is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 63 designation and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 12 years before joining Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers comprehensive financial planning and advisory services supported by extensive research and a variety of portfolio management strategies.

Elizabeth Kaplan is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, previously serving at JJB Hilliard WL Lyons LLC and Hilliard Lyons Capital Management, LLC. Kaplan serves as a board member for Baptist Health in Louisville, KY. 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 through customized consulting and portfolio management services. The firm offers a range of investment strategies, including discretionary and non-discretionary management, and provides municipal advisory and public finance services alongside its wealth management offerings.