Benjamin Williams is a financial advisor with LPL Financial in Louisville, KY, holding a Series 66 credential and 19 years of industry experience. He previously worked for L.M. Kohn & Company for 16 years and has been associated with Green & Halliburton for over two decades, where he is also involved in Medicare insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions supported by advanced research tools and serves a large network of advisors managing over $819 billion in discretionary assets.

Neil Abney is a financial advisor with Ameriprise in La Grange, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. Outside of advisory work, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daryl Regenauer is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at several firms including Wells Fargo Advisors and FSC Securities Corp. Outside of his advisory role, Regenauer is an instructor at the Commonwealth School of Insurance and operates an independent insurance agency. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services. The firm offers various portfolio management options through independent Financial Professionals and maintains proprietary model strategies alongside access to unaffiliated strategists.

Haywood Gilbert is a Financial Consultant at Fidelity, a position he has held since 2024. In this role, he partners with clients to co-create tailored financial plans that align with their personal goals and preferences. He employs a collaborative planning process centered around client relationships and leverages the resources at Fidelity to develop and implement strategies aimed at helping clients work toward their objectives. Prior to his current role, Haywood held several positions at Fidelity, including Investment Consultant (2023-2024), Workplace Planning Consultant II (2022-2023), and Retirement Brokerage Services Associate (2020-2022). This progression reflects his growing experience and expertise within the financial services industry. Outside of his professional responsibilities, Haywood's personal interests include camping, cooking and baking, social events with friends, outdoor adventures, spending time with pets, and reading.

Alma Tucker is a financial advisor with Edward Jones in Louisville, KY, holding Series 63 and Series 65 designations and having 35 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Matthew Petty is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 26 years of industry experience. He previously worked at PNC Investments for 19 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. His current role includes advisory services within Morgan Stanley's wealth management division. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured tools and oversees approximately $2.74 trillion in client assets.

Rebecca Lovan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Raymond James since 2021 and previously spent 12 years at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research, while also providing municipal advisory services and specialized employer retirement plan consulting.

Connor Sheryak is a financial advisor with UBS Financial Services in Louisville, KY, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2018, he worked at the University of Notre Dame and Georgetown University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management services.

James Hendon Jr. is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and 41 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 34 years before joining Robert Baird in 2019. Hendon is a member of an investment club and serves on the Investment Finance Committee of Calvary Episcopal Church's board. He is part of The DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research, manager selection, and investment strategies including tax management and direct indexing.

Thomas Fischer is a CFP® professional at OSAIC with 43 years of industry experience. He has been affiliated with OSAIC since 2024 and previously operated Fischer LLC since 2009. Fischer is also part owner and solicitor for Queen City Capital Management LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers a range of brokerage, advisory, and managed-account services, utilizing firm-provided asset-allocation tools and third-party management solutions.

Sean Miranda is a CFP® professional with 25 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously held roles at J.J.B. Hilliard W.L. Lyons, Raymond James Financial, and Morgan Stanley DW Inc. Miranda serves as President Elect of the Financial Planning Association of Kentuckiana and acts as a successor trustee for family trusts. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services, including separately managed accounts and tax-management strategies, supported by internal research and ongoing manager oversight.

Daniel Allen is a financial advisor with Ameriprise in Charlestown, IN, holding a Series 66 designation and 12 years of industry experience. He worked at Edward Jones from 2013 to 2023 before joining Ameriprise. Outside of his advisory role, he serves as the head coach of the New Washington Middle School baseball team and is Vice President of the New Washington Youth League. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Sarah Black is a financial advisor with Edward Jones in Jeffersonville, IN, holding the CFP® designation and Series 63 and 65 licenses. She has 13 years of industry experience, with prior roles at Lion Street Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Additionally, she has been involved with Spring Street Solutions LLC and Axiom Financial Strategies Group LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Jim Yockey is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Cambridge since 2019 and previously was with NEXT Financial Group. In addition to his advisory role, Yockey is an author of several books including "Money Moves" and "Playing With Your Mind; Manage Your Brain, Change Your Game; A Mental Game of Golf Book." Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a variety of portfolio management options and model-based solutions tailored to client objectives, alongside institutional features and documented conflict-of-interest controls.

George Reed is a financial advisor at Ameriprise in Louisville, KY, with six years of industry experience. His prior work includes roles at Patterson Dental and FedEx Ground. He also serves as an Operations Director managing an advisory business outside of his primary employment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Paul Stone Jr. is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Angela Kerrick Nusky is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 credential and previously worked for Fifth Third Securities for 22 years before joining Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pensions, charitable organizations, and municipal entities. The firm offers financial planning, wealth advisory services, and institutional consulting, utilizing a range of portfolio management styles and affiliated research to support tailored, non-discretionary client relationships.

Charles Uhl is a financial advisor with Edward Jones in Louisville, KY, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Charter Communications / Spectrum Enterprise for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jason Daeger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Raymond James since 2008 and currently also works at Stock Yards Bank & Trust, where he assists clients with long-term financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary investment consulting tailored to client goals and supports a wide advisor network with specialized municipal and retirement plan advisory programs.

Daniel Jacus is a CFP® professional with 11 years of industry experience, currently serving at Raymond James Financial in Louisville, KY. His prior experience includes roles at JP Morgan Chase Bank and Heyman Talent Agency. He is also involved with Harmony Wealth Partners as an independent contractor, providing comprehensive financial planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and it supports municipal advisory and SIMPLE IRA consulting services within a large advisor network.