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 with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. He also has a work history at Bank of America dating back to 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brian Diehlman is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work includes roles at Richard Damon and Waddell & Reed, Inc., with additional experience operating his own firm, Bdiehlman LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Whitney Woodford is a financial advisor at Raymond James & Associates with 25 years of industry experience. Prior to joining Raymond James in 2024, Woodford spent 13 years at Merrill Lynch, Pierce, Fenner & Smith, Inc. He is a small owner of a family business, Dixie Electric Co Inc, in which he holds a 5% silent ownership stake. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses supported by firm research and planning tools, serving both retail and institutional clients.

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.

Belinda Gantz is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 19 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2011 to 2024. She 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 tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals and risk tolerances.

Robert Crittendon is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor client plans.

Michael Lavera is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is an owner of a rental real estate business. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary services.

Stacy Fox is a financial advisor at UBS Financial Services with 20 years of industry experience and holds a Series 66 designation. She has worked at UBS since 2020 and previously held positions at Morgan Stanley and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Timothy Anderson is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at AmerisourceBergen, SGS Consulting, and Mora Construction Inc. He is a 49% partner in Vision CSP LLC and a member of Hope Rei LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients within a wrap-fee structure.

Carol Meyer is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at Robert W. Baird & Co. since 2019 and previously at J.J.B. Hilliard W.L. Lyons from 2017 to 2019. She 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 utilizes a range of strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management techniques, supported by ongoing manager selection and internal research tools.

Christopher Carpenter is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019 and J.J.B. Hilliard, W.L. Lyons, LLC since 2012. Outside of his advisory role, he serves as a board member and real estate sales associate for William C Carpenter Inc. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services utilizing a combination of manager-traded and model-traded strategies, tax-management, and internal research tools.

Leigh Parker is a Series 66 credentialed financial advisor with 11 years of industry experience. He has been with Edward Jones in Louisville, KY since 2014. Outside of his advisory role, he is a co-owner of a restaurant investment in Texas Roadhouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,000 financial advisors nationwide and manages approximately $1.01 trillion in assets under management.

Kimberly Garrett is a financial advisor with Edward Jones in Jeffersonville, IN, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Edward Jones since 2010. No other business activities were reported with client-facing responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a variety of discretionary and non-discretionary investment strategies.

Michael Ashabraner is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and 9 years of industry experience. He has worked with Primerica Financial Services since 2010 and has been with Primerica Advisors since 2019. Outside of advisory work, he manages office operations for a senior vice president at PFS Investments and is involved in referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Shane Calkin is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2018, he worked at Uber, Smith and Nephew, and Parker Hannifin. Outside of advising, he owns a rental property operated through Airbnb. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.