Mickie Vallandingham is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Robert Baird in 2019, Mickie worked at Hilliard Lyons and Bennett & Bennett. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs supported by internal research and ongoing manager monitoring.

Christopher Sillman is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sammons Financial Group, Nationwide Investment Services Corporation, Jefferson National Financial Corp, Jefferson National Securities Corporation, BB&T Bank, and Stewart's Pawn Shop. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm uses a centralized Investment Policy Committee and a combination of quantitative and qualitative methods to manage globally diversified portfolios with tax-aware and risk management strategies.

Jeannie Oster is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 31 years before joining Robert Baird & Co. in 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage, utilizing both manager-traded and model-traded strategies along with internal research tools.

Lisa Lewis is a financial advisor at Osaic with 28 years of industry experience. She has held positions at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. Lewis is licensed with Series 63, Series 65, and Series 66 designations. Outside of her advisory role, she is involved with legal services related to living trusts through Citadel Law Office. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm uses a variety of portfolio construction tools and supports both discretionary and non-discretionary account management across multiple investment types.

Whitney McNicol is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. Prior to joining Cetera Wealth Services in 2025, Whitney worked with First Allied Advisory Services and Waddell & Reed Inc. Beyond financial advising, Whitney is involved in several music-related ventures, including co-owning Mom's Music Inc. and owning McNicol Maxwell LLC (Maxwell's House of Music), which operate retail music stores and offer music lessons. Whitney also serves as a board member for the Max Music Well Foundation, a charitable organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kyle Harvey is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Computershare LTD and operated Coffee Crossing LLC. Outside of his advisory work, Harvey coaches youth soccer for Mockingbird Valley Premier in Louisville, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Logan Reisinger is an advisor at Robert W. Baird & Co. with Series 63 and Series 65 credentials. He has one year of industry experience, having previously worked at CNO Financial and held various roles in educational institutions. Robert W. Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services, leveraging internal research, manager selection, and advanced investment strategies.

Michael Scheid is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2000 to 2009. Outside of his advisory work, he is involved as a private mortgage lender. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and extensive investment resources.

Brett Mahle is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Sandra Ballard is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and having 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2004 to 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and analyses but does not include individual security recommendations as part of standalone financial plans.

Nathan Schnurr is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to understand their short- and long-term financial goals. He collaborates with clients to co-create comprehensive financial plans tailored to their unique needs. Nathan joined Fidelity Investments in 2023 and has held several roles within the company, including Financial Representative, Investment Consultant, and currently Financial Consultant. Prior to that, he gained experience as an Operations Intern at Family Financial Partners from 2022 to 2023.

Derek Bonifer is a CFA® charterholder with 18 years of industry experience, currently serving at Robert Baird & Co. He has held positions at Baird Trust Company, PNC Wealth Management, ARGI Investment Services, and PNC. Bonifer also works as an adjunct professor at Indiana University Southeast. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations, offering a range of portfolio management and financial planning solutions.

Carole Yates is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. 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, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Ramona Jenkins is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she serves as a committee member for The Family Place, a child abuse treatment agency, and is involved in direct sales for Mary Kay Cosmetics. 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 focused on tailored financial planning supported by structured discovery conversations and firm-approved tools.

Bradley Henderson is a financial advisor with Robert Baird & Co., holding a Series 66 designation. He has 15 years of industry experience, previously working at CSSI before joining Baird Trust in 2024. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Jonathan Butcher is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 plans according to clients' goals and risk tolerances.

John Sousan is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Stock Yards Bank and Trust, Stifel Nicolaus & Co Inc, Robert Baird & Co., and J.J.B. Hilliard W.L. Lyons. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a nationwide network of advisers.

Jonathan Slevin is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation and is based in Louisville, KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Mark Naber is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at J.J.B. Hilliard, W.L. Lyons, LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of his advisory work, he is involved in managing several non-investment-related business partnerships and real estate entities. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through financial planning, portfolio management, and a range of separately managed account programs. The firm employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Jonathan Thompson is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.