Darrell Thomas is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 63 designation and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 12 years before joining Raymond James. 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 municipal entities—and offers comprehensive financial planning and advisory services supported by extensive research and a variety of portfolio management strategies.

Elizabeth Kaplan is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, previously serving at JJB Hilliard WL Lyons LLC and Hilliard Lyons Capital Management, LLC. Kaplan serves as a board member for Baptist Health in Louisville, KY. 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 through customized consulting and portfolio management services. The firm offers a range of investment strategies, including discretionary and non-discretionary management, and provides municipal advisory and public finance services alongside its wealth management offerings.

Randa Abner Peden is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including personalized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through employer partnerships.

Edward Thomas is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been working since 2014. He collaborates with his team's senior partner, Becky, a CFP® professional with extensive industry experience, to build client relationships and streamline financial strategies tailored to clients' risk tolerance, time horizon, liquidity needs, and investment goals. Edward began his career at Merrill as a Client Associate, gaining comprehensive knowledge of compliance and client administrative requirements. Edward's expertise encompasses areas such as college education planning, family wealth management, retirement income, liquidity management, socially responsible investing, and tax minimization. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his High School Diploma from Floyd Central High School. Prior to his financial advising career, Edward had a business background specializing in automobile sales and customer service. He has also served as a volunteer firefighter and training officer for the Greenville Township Volunteer Fire Department. Edward lives in Georgetown, Indiana, with his wife Jennifer, their four children, and two pets. His personal interests include boating, fishing, hiking, reading, traveling, and spending time with his family.

Steven King is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked at LPL Financial since 2017 and previously spent seven years with Private Client Services, LLC. King is also a CPA and partner at Meyerowicz & King, PLLC, a firm he has been involved with for over 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various advanced investment strategies.

Eric Scott is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 license and 15 years of industry experience. He has been with Morgan Stanley since 2011, including roles at Morgan Stanley Smith Barney and the Morgan Stanley Private Bank. Outside of his advisory role, Scott is president of The Divorce Alliance, a nonprofit organization based in Louisville. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

John Duncan is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and with 46 years of industry experience. He has been associated with various Morgan Stanley entities since 2007. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market scenario modeling.

Bingjing Xu is a financial advisor at Ameriprise with nine years of industry experience. Xu holds a Series 66 designation and has worked at Ameriprise since 2017, with prior experience at Jjb Hilliard Wl Lyons LLC and Hilliard Lyons. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation.

Pierce Barber is a Financial Consultant at Fidelity Investments, where he helps clients develop financial plans tailored to their individual goals and objectives. His role focuses on guiding clients to feel confident about their retirement by utilizing the tools and resources available at Fidelity Investments to position assets for long-term success. Pierce's professional experience includes serving as a Financial Consultant at Fidelity Investments since 2024, and previously as an Investment Consultant at the same firm from 2023 to 2024. Prior to that, he worked as a Financial Advisor at PNC Investments from 2021 to 2023, and began his career as a Financial Advisor Trainee at Raymond James & Associates between 2019 and 2021. He also has experience as an Operations Associate at Family Financial Partners from 2018 to 2019.

Christopher Mallory is a financial advisor with Ameriprise in Prospect, KY, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Mallory serves as Treasurer on the Board of Directors for the North Oldham High School Boosters Club. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Chase Donohue is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. His prior roles include positions at HSBC Bank USA and HSBC Bank Middle East Ltd. He is also co-owner of CMD Services LLC, where he manages an advisory business. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes detailed Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Claudia Herrick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked with JP Morgan entities since 2015. Outside of her advisory role, she is an owner and partner at Bates Court Properties LLC, where she manages property maintenance and bookkeeping. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver non-discretionary wealth management solutions.

Taylor Jessie is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and 13 years of industry experience. Before joining Raymond James in 2021, Jessie worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined eight years. Outside of advising, Jessie works as a consultant selling skin care products for Rodan & Fields. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jennifer Bigler is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Raymond James & Associates since 2016. 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 clients, and municipal entities, offering financial planning and investment consulting through multiple specialized programs.

Vincent Straight is a Series 66 licensed financial advisor with UBS Financial Services in Louisville, KY, where he has worked since 2018. He has six years of industry experience and previously worked at Dick's Sporting Goods from 2015 to 2018. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Anthony Eurton is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to his finance career, he spent 13 years at Best Buy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions as both a broker-dealer and investment adviser.

Richard Paris II is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 63 designation and over 31 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as a pastor and missionary leader for the Remnant Church of Jesus Christ of Latter Day Saints in southern Indiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

William Speer is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Morgan Stanley and has previously worked at Bank of America and Merrill. Speer serves as a board member for Home of the Innocents, a Louisville-based nonprofit focused on children’s health and welfare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm’s financial planning emphasizes structured discovery conversations and utilizes advanced modeling tools, serving approximately $2.74 trillion in client assets.

Reece Stephens is a financial advisor at Robert Baird & Co. with two years of industry experience. He previously worked at Edward Jones and Old National Bank and holds a Series 66 designation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research tools and partnerships.

Patrick Shellenberg is a financial advisor at Edward Jones in Louisville, KY, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.