Betty Thomas is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 15 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent several years at JJB Hilliard W.L. Lyons LLC. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides a range of financial planning and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Hannah Witt is a financial advisor at Stifel in Louisville, KY, holding a Series 66 designation with six years of industry experience. She has been with Stifel Nicolaus since 2020 and has prior work experience with Robert Half, Olin Brass, and Elite Built Homes. Stifel serves a broad range of clients, including individuals and institutional entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Lilli Whitlow is a Financial Advisor with Brennan, Dill & Associates at Merrill Lynch Wealth Management. Her career in wealth management was influenced by her close relationship with Mollie Brennan, an advisor at Brennan, Dill & Associates, which gave her an early appreciation for the impact that thoughtful financial guidance can have on individuals, families, and future generations. She earned a Bachelor of Business Administration in Finance from the University of Kentucky and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Lilli serves clients who often face complex decisions involving liquidity events, business transitions, retirement planning, wealth transfer, and long-term financial stewardship. Her expertise includes family wealth management strategies, legacy planning, liquidity management, women and wealth, and tax minimization. Lilli emphasizes understanding what matters most to each client and collaborates with clients and their professional teams to develop personalized strategies tailored to their unique circumstances. Her approach includes investment planning and broader conversations about family, legacy, and financial decision-making. She is a member of Southeast Christian Church. Outside of work, Lilli enjoys boating, cooking, interior decorating, spending time with her family, traveling, and practicing yoga.

Jessica Miller is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She previously worked at PNC Investments for two decades before joining Raymond James in 2024. Raymond James & Associates, Inc. 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 and profit-sharing plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Kevin Boehnlein is a financial advisor with Edward Jones in Clarksville, IN, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Heather Sparks is a Financial Consultant at Fidelity Investments, where she has been working since 2020. In her role, she prioritizes her clients' goals and objectives to help them achieve clarity and confidence in their financial futures. Heather aims to build trust with her clients to the extent that they feel comfortable referring their close family and friends to her. Her approach centers on aligning financial strategies with the specific needs of each client. Outside of her professional work, Heather is interested in family activities, spending time with pets, and reading.

James Childress is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is engaged as a 1099 employee with Kalas LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations.

Mark Damron is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at LPL Financial since 2000. Based in Louisville, KY, he holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including 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, combining in-house research and third-party strategies across discretionary and non-discretionary management.

Elizabeth Trotter is a financial advisor with Thrivent Investment Management in Louisville, KY, holding a Series 66 designation and seven years of industry experience. She has worked at Thrivent Financial since 2019 and previously at American Income Life and Humana. Trotter serves as president of Women in Networking, a group focused on professional networking, support, and business best practices for women. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive planning across various topics and the option to combine planning with managed accounts through a consolidated billing system.

Tracy Redmon is a CFP® professional with 28 years of experience in financial advising, currently with Ameriprise since 1997. She is based in Louisville, KY, and has additional involvement as co-owner of a practice management company and Tracy Redmon Life Coaching, which focuses on helping individuals overcome limiting thoughts. She serves as Board Chair of Family Scholar House and is also a board member of Family, Inc. Ameriprise is a large institutional firm offering retirement-income planning services for clients typically with at least $1 million in net investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that employs research, modeling, and tax-efficiency analysis to produce tailored recommendation reports.

Robert Melillo is a financial advisor with Edward Jones in Louisville, KY, holding the ChFC® designation and Series 66 license. He has four years of industry experience, including roles in aviation and staffing prior to joining Edward Jones in 2021. Melillo has also engaged in flight instruction activities in his community. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Calvin Rasey is a financial advisor with OSAIC based in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Physicians Asset Services, LLC and Securities America Advisors, Inc. among other firms. Outside of advising, he is president of Riverbend Physicians, LLC, a marketing organization focused on financial services for the medical community, and serves as a board member of the Wolfcreek Homeowners Association. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services with a range of portfolio management options and access to third-party money managers.

William Courtenay is a Series 66-registered financial advisor with Merrill in Louisville, KY. He has one year of industry experience and has previously worked at Bank of America, N.A. His prior work includes positions at the University of Louisville, University of Kentucky, and Louisville Honda World. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Ethan Puffer is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he held various roles in lawn services, healthcare, and educational institutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management programs through both advisory and brokerage channels.

John Mayfield is a CFP® professional with 25 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at First Allied Advisory Services and Next Financial Group Inc. Outside of his advisory work, he serves as Treasurer for the Kentucky Collaborative Family Network, a nonprofit organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor network serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and model portfolios, managing over $256 billion in assets across more than 10,000 advisors.

Michelle Marks is a financial advisor with Stifel in Louisville, KY, holding a Series 66 designation and six years of industry experience. She previously worked at Raymond James and Associates, Inc. and Coca-Cola. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Curtiss Scott is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Kentucky Trust, Nationwide Incorporated Investment Services, and Jefferson National Securities Corporation. Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and emphasizes ongoing manager selection supported by internal research and tools.

Tracy Hardin is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. Prior to joining LPL in 2023, Hardin held roles at Private Client Services, LLC and KFG Private Client Services. Outside of advisory work, Hardin is involved in selling non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Robert Smith is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, Smith is involved in teaching Financial Peace University through Southeast Christian Church and owns PAS Financial Services. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Lynore Yates is a financial advisor at Cetera with 11 years of industry experience and holds Series 63 and Series 65 credentials. She has worked at Cetera since 2018 and has prior experience at MML Investors Services and Mass Mutual Life Insurance Company. In addition to her advisory role, Yates is active as an insurance agent, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large independent advisor network. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and various program options including model portfolios, third-party managers, and bespoke strategies.