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.

Frank Thompson Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Board, Finance Committee, and Investment Committee of the Al J. Schneider Company, a hospitality business in Louisville. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analyses.

Robert Elliott is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he has ownership interests in family-related oil and gas businesses through trusts established in 1988 and 2007. 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, pension plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and institutional solutions.

Kenneth Herrington III is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. 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 that utilizes structured discovery conversations and firm-approved tools to support client outcomes.

Michael Kiper is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parkland Securities, LLC for 11 years. In addition to his advisory role, he operates Kiper Wealth Advisors, a sole proprietorship that sells various lines of insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party platforms to manage a wide range of investment portfolios on both discretionary and non-discretionary bases.

Bryan Hash is a financial advisor with Edward Jones in Louisville, KY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked for USTA Kentucky for nine years. 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 solutions supported by a nationwide network of financial advisors and branch offices.

Marguerite Rowland is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry for 35 years and joined Merrill Lynch in 2012. Throughout her career, she has worked with both institutional and individual clients, providing investing advice, portfolio creation, and financial goal setting. Marguerite's expertise includes corporate services for executives, managing equity and fixed-income portfolios, investment research, insurance, estate planning, family trust services, and long-term care. Marguerite earned a Bachelor's Degree from Centre College. She holds several professional designations including Certified 401(k) Professional (CkP), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She lives in Louisville, Kentucky with her husband and their dog. Marguerite and her husband have three children and one grandchild. She dedicates time to community involvement, supporting organizations such as the Alzheimer's Association, Association of the Louisville Orchestra, Buckhorn Children's Foundation, and Susan G. Komen Race for the Cure. In her spare time, Marguerite enjoys reading, hiking, boating, traveling, and needlepoint.

Jerry Davis is a CFP®-credentialed financial advisor with 27 years of industry experience, currently serving at Cetera since 2020. His prior work includes extensive tenure at First Allied Advisory Services and NEXT Financial Group. Outside of his advisory role, Davis is involved in insurance and tax preparation businesses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to a range of model portfolios and third-party managers.

Katelyn Bronger is a Series 66-credentialed financial advisor with Morgan Stanley, based in Louisville, KY. She has four years of industry experience, including prior roles at PNC Investments. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and employer-based financial planning agreements.

Donald Hunter is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Directors for Augsburg College and is President of the CFA Society of Louisville. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides tailored retirement income planning utilizing a combination of proprietary research, third-party data, and algorithmic tools.

Gregory Middleton is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of advising, he is the owner of Middleton Properties, LLC, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Sarah Diffenderfer is a financial advisor at Osaic with seven years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc. and Securities America Advisors, Inc. in Louisville, KY. Diffenderfer also operates MainStreet Wealth Management, LLC, where she focuses on variable annuities and occasionally provides life insurance quotes. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing advanced asset-allocation tools and portfolio management strategies.

Xinyi Xia is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management in Boston. She provides personalized wealth management strategies tailored to align with clients' individual financial goals and evolving market conditions. Xinyi’s expertise covers a range of client focus areas including college and education planning, family wealth management, legacy and philanthropic planning, retirement planning, portfolio management, tax minimization, and wealth strategies for women. Xinyi holds a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. She maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fluent in English, Mandarin, and Yue (Cantonese), she emphasizes a collaborative approach to financial planning, working closely with clients to develop strategies that support their long-term objectives. Outside of her professional role, Xinyi engages with community organizations through volunteer work and enjoys personal interests such as boating, cooking, hiking, traveling, and yoga.

Amy Hanlin is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds the Series 66 designation and has worked at Baird since 2020, following eight years at U.S. Bank. 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. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.