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 41 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Elliott has ownership interests in family-related oil and gas businesses connected to 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary 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 with OSAIC and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Parkland Securities, SPC, and Morgan Stanley DW Inc. He operates a sole proprietorship that sells various lines of insurance through multiple companies. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

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 serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She has 37 years of experience in the financial services industry, having worked with both institutional and individual clients. Her expertise includes portfolio creation, investing advice and guidance, financial goal setting, underwriting municipal bonds, corporate services for executives, equity and fixed-income portfolio management, investment research, insurance, estate planning, family trust services, and long-term care. Marguerite holds a Bachelor's degree from Centre College. She has earned 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 is involved in her community through her volunteer efforts supporting several charities in Louisville, such as the Alzheimer's Association, the Association of the Louisville Orchestra, and the Buckhorn Children's Foundation. Marguerite and her husband live in Louisville with their family. In her personal time, she enjoys reading, hiking, boating, traveling, and needlepoint.

Jerry Davis is a CFP®-certified financial advisor with 27 years of industry experience, currently affiliated with Cetera. His career includes prior roles at First Allied Advisory Services, First Allied Securities Inc., and NEXT Financial Group. Outside of advisory work, he serves as president of DFS Tax, LLC, providing non-CPA accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various program options, combining discretionary and non-discretionary portfolio management and access to both affiliated 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, LLC, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Morgan Stanley and Ameriprise Financial Services, Inc. He serves on the Board of Directors at Augsburg College and is President of the CFA Society of Louisville. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 with Osaic based in Louisville, KY, holding a Series 66 designation and seven years of industry experience. She previously worked at Securities America, Inc. and Securities America Advisors, Inc. from 2016 to 2024. Outside of her primary role, she advises through MainStreet Wealth Management, focusing mainly on variable annuities and occasional life insurance quotes. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities, offering brokerage and advisory services through multiple program options. The firm utilizes a model-based investment approach with portfolio optimization tools and supports a range of discretionary and third-party managed 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.

Sherry Carrico is a financial advisor at J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 licenses with 25 years of industry experience. Her career includes long-term tenures at Bank One/Chase Bank and JPMorgan Securities prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screening and qualitative research to build model asset allocations, offering a non-discretionary advisory program supported by centralized due diligence and incorporating ESG considerations.

Steven Smith is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at J.J.B. Hilliard W.L. Lyons, LLC and Raymond James Financial. Robert Baird & Co.’s DDK Group, where Smith is based, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of advisory services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research, manager monitoring, and a combination of active strategies and tax-management tools.

Betty Thomas is a financial advisor at Robert Baird & Co. with 16 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird & Co. since 2019. Prior to that, she was with J.J.B. Hilliard, W.L. Lyons, LLC for seven years. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both internal research and various managed account strategies.

Sarah Gregory is a Series 66-licensed financial advisor at Merrill with 17 years of industry experience, all spent at Merrill Lynch since 2009. She is based in Louisville, KY. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

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.