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 29 years of experience in the financial services industry, currently serving at Ameriprise since 2020 and having a long tenure with Ameriprise Financial Services, Inc. prior to that. She is based in Louisville, KY. In addition to her advisory work, Redmon co-owns a life coaching business focused on helping clients overcome limiting thoughts, and she holds leadership roles on the boards of Family Scholar House and Family, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies designed for clients nearing or in retirement.

Robert Melillo is a ChFC® and Series 66 licensed financial advisor with Edward Jones in Louisville, KY, with five years of industry experience. Prior to joining Edward Jones in 2021, he worked in the aviation sector with Triton Airways LLC and Nexgen Aviation LLC, and at Aerotek. He is involved in flight instruction activities in Louisville. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products through a nationwide network of advisors and branch offices.

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.

Susan Cassell is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies to individual clients, focusing on areas such as family wealth management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Susan graduated Cum Laude from the University of Kentucky in 1999 with a Bachelor of Science degree in Economics and Finance. During her studies, she interned in retail, operations, and trust departments at a local bank. After graduation, she worked in trust operations and portfolio management at regional banks managing funds for non-profit and institutional clients. Pursuing professional development, she earned the Chartered Financial Analyst (CFA) designation in 2004 and holds additional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Lexington, Kentucky, Susan balances her career with family life, raising two children and caring for a dog. She values continuous learning and aims to support her clients in making sound financial decisions tailored to their individual goals. Additionally, she dedicates time to volunteer work within her community, reflecting the tradition of community participation upheld by Merrill.

Ethan Puffer is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside finance, such as managing APHIX Lawn Services and working at BrightSpring Health Care and Polo Fields Country Club. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs model-driven investment strategies developed by internal and third-party portfolio strategists and offers financial planning, access to third-party asset managers, and affiliated non-securities services.

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 in New Albany, IN, holding the ChFC® designation and a Series 63 license. She has 30 years of industry experience, with prior roles at Private Client Services, LLC, KFG Private Client Services, and 1717 Capital Management Company. Hardin is also involved in selling non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Joan L Baldwin is a financial advisor at UBS Financial Services with 36 years of industry experience. She has been with UBS since 2014 and holds the Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

William Wolford is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including over a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Daniel Miller is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019. Prior to that, he was with J.J.B. Hilliard W.L. Lyons from 2012 to 2017. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Malachi Rountree II is a Financial Consultant currently working at Fidelity Investments since 2025. He has held multiple roles within Fidelity Investments since 2021, including Financial Consultant I, Investment Solutions Representative III, and Investment Consultant. Prior to joining Fidelity, Malachi served as a Financial Advisor at Merrill Lynch from 2020 to 2021 and at Northwestern Mutual from 2017 to 2020. Malachi holds insurance licenses for Arkansas and California. His approach involves partnering with clients to develop clear and achievable financial plans tailored to their individual goals. Outside of his professional work, Malachi enjoys board games, family activities, fitness, pets, reading, and traveling.

Amy Lanning is a financial advisor at Stifel with 19 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work includes roles at Merrill and Bank of America. Outside of her advisory work, she operates a family farm where she raises and sells beef cattle. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services alongside proprietary investment analysis and asset allocation guidance developed by its Investment Strategy Group.

Tina Williams is a financial advisor with UBS Financial Services in Louisville, KY, holding a Series 66 designation and 26 years of industry experience. She has worked at UBS Financial Services since 2013 and previously at Banc One Securities Corporation from 2000 to 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jodi Seddon is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and 21 years of industry experience. She worked at JPMorgan Securities LLC from 2013 to 2018 before joining Ameriprise Financial Services, Inc., where she served from 2018 to 2020, and has been with Ameriprise since 2020. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm delivers tailored, research-driven recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.