Joshua Garcia is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Purdue Federal Credit Union and has a varied background including roles at Potts Construction, Purdue University, Walmart Corporation, and Señor Tacos. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and various institutional entities. The firm primarily uses model-driven investment portfolios and offers access to third-party asset managers and insurance products through affiliated entities.

Suzanne Shearer is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and previously worked at PNC Investments and PNC Bank. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct relationships and corporate financial planning agreements.

Donald Hook II is a financial advisor with OSAIC in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He worked at Securities America Advisors and Securities America Inc. for 15 years before joining OSAIC in 2024. Outside of his advisory role, he volunteers at the White Flag Homeless Shelter and serves as Vice President on the council of St. Marks UCC Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of asset-allocation tools and supports multiple investment platforms, including third-party money managers and unified managed accounts.

Melissa Eskridge is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked for over a decade at Craig Johnson Dental Care. 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 and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Patrick Strehl is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held positions at Bank of America and Merrill. Outside of his advisory role, he is president and owner of Strehl Investment Corporation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses used to guide client decisions.

Melissa Mc Hagan is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Ameriprise and Chittick Insurance. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis to tailor advice.

Daron Van Vactor is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 12 years of industry experience. He previously worked at JJB Hilliard WL Lyons LLC before joining Robert Baird in 2019. Van Vactor serves as a board member and participates on the investment committee of the Speed Art Museum. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base, including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Mark Hainer is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2014. Outside of his advisory role, he serves as CFO for RuffleGirl INC, an online retail company. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning methodologies developed by its Investment Strategy Group.

Holly Kiper is a financial advisor with Osaic Wealth, Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Parkland Securities, LLC since 2014 and owns Kiper Wealth Advisors, a sole proprietorship that provides insurance quotes and services. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to create tailored portfolios across multiple asset classes.

Amy Winstead is a Series 66-licensed financial advisor with Stifel in Louisville, KY, where she has worked since 2007. She has 26 years of industry experience. Outside of her advisory role, she owns No Scraps Left Behind LLC, a business focused on cleaning, repairing, buying, and selling vintage sewing machines, and has served as a poll worker and election officer for the Jefferson County Clerk's Office. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Douglas Johnson is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he is the sole owner of PENIWINKEL SPRING LLC, an investment-related business based in Albany, KY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

David Laughlin is a financial advisor at Cetera with 33 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, Ameriprise Financial Services, and First Savings Bank. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with diverse program options and over $256 billion in assets under management.

Robert Cregor is a financial advisor at Raymond James & Associates with four years of industry experience. Prior to joining Raymond James in 2022, he worked for six years at Privilege Underwriters Reciprocal Exchange. He serves as a board member and finance committee member for the Waterfront Botanical Gardens, where he participates in overseeing the organization's financial health and planning. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Thomas Harvey is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2020. Prior to this, he was employed at ADP Broker Dealer Inc, Adp LLC, Meridian Technologies, and NTT DATA Consulting Inc. Harvey is also a co-owner of OPM Earnings Inc, where he manages his Ameriprise advisory business. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides clients with comprehensive recommendations focused on dependable income and tax-aware withdrawal strategies.

Zachary Stuck is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) affiliated with Morgan Stanley, with 10 years of industry experience. His prior roles include positions at Nationwide Securities, GWFS Equities, and Northwestern Mutual. Outside of financial advising, he is a partner in an event planning company, Chloe's Wedding Concepts, LLC, and in Stuck & Company LLC, a business involved in real estate and other activities. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with various investment and private fund relationships.

Jimmy Johnson is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Stock Yards Bank, U.S. Bancorp Investments, and TIAA-CREF. Johnson serves as a volunteer subcommittee member for the nonprofit Kentuckiana Friends of V, assisting with finance-related tasks. 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 entities. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Melissa East is a Series 66-licensed financial advisor with Morgan Stanley in Louisville, KY, where she has worked since 2012, accumulating 16 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and advanced planning tools, managing approximately $2.74 trillion in client assets.

Chase Porter is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he held positions at BB&T Securities, BB&T Bank, and BB&T Investment Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Yash Ghiya is a financial advisor with UBS Financial Services in Chicago, IL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America Merrill Lynch, Inflection Advisors Inc., and Shaip.ai. Outside of finance, he writes blogs and brochures for Mediscribes, Inc., a medical transcription company. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a range of services including fee-based financial planning, portfolio management, and capital markets activities.

Adam Miller is a financial advisor at Edward Jones in New Albany, IN, with four years of industry experience. He holds the Series 66 designation and has professional experience spanning roles at Edward Jones since 2021, as well as previous positions at companies including Enjoy Life Foods, Beta Hatch, and CSC Sugar. Outside of his advisory role, Miller serves as an ambassador for One Southern Indiana Chamber of Commerce, acts as an education coordinator for BNI networking franchise, and leads a group at the St. Matthews Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors and approximately $1.01 trillion in assets under management. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.