John O'Connor is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Raymond James since 2007 and previously at Morgan Stanley Dean Witter starting in 2000. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and maintains capabilities in public finance and municipal work.

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® professional with 36 years of industry experience, currently affiliated with Raymond James Financial in Louisville, KY. His career includes 15 years with Raymond James & Associates and leadership of Wheeler Wealth Management, LLC since 2021. He is also an author of an investment-related e-book. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies supported by firm research and a broad affiliate network.

Jason Middleton is a financial advisor with LPL Financial in Louisville, KY, holding a Series 63 credential and with 30 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in business entities related to estate planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Tammy Hafner is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has previously worked with FHT Advisors and Donna L. Freeman & Associates. She serves as a board member for Kids Chance of Indiana, a nonprofit organization supporting impacted children through scholarship assistance. Cetera Investment Advisers LLC operates a multi-manager platform offering portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients. The firm supports a broad network of advisors and provides access to a variety of investment strategies, including model portfolios and third-party managers.

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 based in Louisville, KY. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he has worked at Somnio Wealth and Hussung Mechanical and studied at the University of Kentucky. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

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, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James 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, with limited active involvement. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, and it supports both retail and institutional clients through various advisory programs.

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 financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and previously worked at PNC Investments from 2016 to 2022. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering financial planning and investment services supported by firm-approved tools and methodologies.

James Adams is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999 and also maintains long-term involvement with Adams Co. Realtors Inc and The Adams Co. Adams serves on the board of directors for the Charlestown Chamber of Commerce. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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, 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 his advisory work, he owns Middleton Properties, LLC, a rental real estate business. Raymond James & Associates provides financial planning and investment consulting to individuals, retirement plans, corporate and charitable entities, as well as government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and serves municipal clients with specialized public finance and institutional consulting capabilities.

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.