Michael Snyder is a financial advisor with Ameriprise in Goshen, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes nine years at JJB Hilliard W.L. Lyons LLC before joining Ameriprise Financial Services in 2017. Outside of advising, he serves on several boards including The Mahan Foundation, the Oldham County Deputy Sheriff's Merit Board, and the Kentucky Thoroughbred Association. Ameriprise offers a retirement-income planning service primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations. The firm delivers advisory, brokerage, and insurance solutions through affiliated companies and emphasizes a structured, algorithm-supported approach to retirement income planning.

Phillip Hanna Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes tools such as Monte Carlo simulations and the Global Investment Committee’s return estimates to support its planning process.

Tracy King is a financial advisor with UBS Financial Services in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with UBS Financial Services since 2007. 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 strategies to clients’ goals and risk tolerances.

Logan Kalb is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Louisville, KY, with three years of industry experience. His prior roles include positions at Apple Inc., The Prudential Life Insurance Company of America, and Best Buy. 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 recommending eligible strategies.

David Riggs is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked at CrossCountry Mortgage LLC, Humana Inc, and Schneider Electric. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Amanda Janssen is a CFP® professional with seven years of experience in the financial services industry. She currently works at OSAIC and previously held roles at Securities America, Inc., Securities America Advisors, and Sortino Advisory Partners, LLC. Janssen is involved in several nonprofit boards and committees, including serving as Programming Director for the Southern Indiana SHRM and as a member of the Community Foundation of Southern Indiana's marketing committee. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios across multiple asset types.

Jason Henderson is a financial advisor at Morgan Stanley with three years of industry experience. He has previously worked at Ramsey Quantitative Systems, Inc. for nine years before joining Morgan Stanley in 2022. Henderson holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Christopher Barber is a financial advisor at Morgan Stanley with 24 years of industry experience. He previously worked at PNC Investments for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Zachary Evans is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2016. Outside of his advisory role, he serves as treasurer for the Lakeview Rotary Club, a volunteer organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing clients with analyses and guidance to support their financial decisions.

Patrick Ritter is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and Centris Wealth Management, and spent four years at Western Kentucky University. Ritter serves on the Board of Directors for the Kentuckiana Financial Planning Association as the Next Gen Coordinator. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Terrance Seelow is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at various firms including Kentucky Property Group and JPMorgan Chase Bank. Outside of his advisory role, he is an owner of Kentucky Property Group, which manages an apartment complex. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary guidance with an ESG eligibility framework and access to a broad range of investment products through its affiliation with the larger J.P. Morgan organization.

Clare Blim is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, Clare held roles in various organizations including Pure Barre and Advanced Global Communications. The DDK Group at Robert W. Baird & Co., where Clare works, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies with ongoing internal research and monitoring.

John O'Connor is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2007 and Morgan Stanley Dean Witter since 2000. 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 charitable organizations, providing financial planning and consulting services through various advisory programs.

Stephen Corsi is a financial advisor at OSAIC with 19 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC in 2024, Corsi spent over a decade with Securities America Advisors, Inc. and Securities America Inc. He is also involved with Young Life, a Christian outreach ministry in Louisville, where he serves as a financial approver for budgeting and expense report oversight. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services, providing portfolio management through various platforms and tools, including access to third-party managers and automated investment strategies.

Eric Wheeler is a CFP® with 36 years of experience in financial advising, currently affiliated with Raymond James Financial in Louisville, KY. He has worked with various divisions of Raymond James since 2006 and operates Wheeler Wealth Management, LLC. Outside of his advisory work, he is the author of an e-book. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its affiliated municipal advisor.

Jason Middleton is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL since 2008 and previously worked at Atlas Brown and Ameriprise. His credentials include the Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

Tammy Hafner is a financial advisor at Cetera with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Cetera Advisors LLC and FHT Advisors, among other firms. Hafner serves as a board member for Kids Chance of Indiana, a nonprofit focused on assisting children through scholarships and related activities. Cetera Investment Advisers LLC is a nationally recognized SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

David Lobeck is a financial advisor at Edward Jones in Jeffersonville, IN, with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses, and has been with Edward Jones since 2011. Outside of his advisory role, Mr. Lobeck is the owner of Lobeck Marketing and Media LLC, hosts a weekly professional golf radio show, and writes nationally syndicated columns and a cooking website focused on BBQ. He is also working on a BBQ-themed coffee table book that integrates investing and budgeting principles. 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 broad range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Cayman Menard is a financial advisor with LPL Financial holding a Series 66 designation. Based in Louisville, KY, he began his advisory career in 2025 and has experience at Somnio Wealth as well as LPL Financial. Prior to entering the financial industry, he was a student at the University of Kentucky and worked in various roles including at Hussung Mechanical and McDonald's. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Cody Covert is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2015, progressing through positions including Relationship Manager, Financial Representative, and High Net Worth Associate. Cody focuses on connecting with clients personally to understand their needs and assist them in working towards their retirement goals. He collaborates with his team to deliver the expected level of service and to develop plans that clients feel comfortable with. Outside of his professional work, Cody engages in family activities and enjoys fitness, golf, and soccer.