Matthew Doane is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and two years of industry experience. His prior work includes roles at LPL Financial LLC, Redwood Legal Group, PLLC, and legal and nonprofit organizations. He is also a licensed notary in the state of Kentucky. Matthew is part of the DDK Group within Baird’s Private Wealth Management department, which serves a variety of clients including individuals, corporate entities, pensions, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and advisory services with an emphasis on manager-traded and model-traded strategies supported by in-house research and technology.

Cody Smith is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and CR Partners. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Anne Cheaney is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses such as Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Adam Henley is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors and Securities America, Inc. Henley is also the lead advisor at Ironbridge Wealth Counsel, LLC, where he manages client relationships and provides financial advice. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a variety of portfolio options, employing firm-provided tools and third-party solutions to construct and manage client portfolios.

Jeffrey Caufield II is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Parkland Securities for 10 years. Outside of his advisory work, he serves as a priest at The Old Templar Holy Catholic Apostolic Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party management, and institutional platforms.

Michael Russell is a financial advisor at Robert Baird & Co. with 26 years of industry experience and holds a Series 66 designation. He has worked at Robert Baird & Co. since 2019 and previously at JJB Hilliard WL Lyons LLC and Hilliard Lyons from 2003 to 2017. Outside of his advisory work, he is a member and owner of Vanguard Crossfit LLC. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through comprehensive wealth management services, including financial planning, portfolio management, and custody. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research, managing approximately $394 billion in regulatory assets as of December 31, 2025.

William Hayden is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 and Series 63 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Tyler Mattingly is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 credential and has prior involvement with the University of Kentucky Education Abroad and the James B. Beam Institute. Outside of his advisory role, he works seasonally as a golf caddie at Valhalla Golf Club, providing on-course support to club members and guests. 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 and non-discretionary investment consulting supported by a nationwide adviser network and a broad range of portfolio management styles.

Fay Clark is a financial advisor with OSAIC and holds a Series 66 designation. Clark has 12 years of industry experience and has been associated with Financial Services Center Inc. since 2000. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by a broad network of affiliated advisers and employs asset allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes.

John Ball Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He holds a Series 66 designation and is based in Louisville, KY. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models to support client financial strategies, managing approximately $2.74 trillion in assets.

Marie Carney is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding Series 63, 65, and 66 licenses and 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she holds power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michelle Solinger is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Nethery Insurance Agency, Lululemon, and JCrew Factory. Outside of her advisory role, she teaches physical education at St. Stephen Martyr Catholic School. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by in-house research, manager selection, and strategic partnerships.

Darrell Thomas is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 63 designation and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 12 years before joining Raymond James. Raymond James & Associates is a large 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—and offers comprehensive financial planning and advisory services supported by extensive research and a variety of portfolio management strategies.

Elizabeth Kaplan is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, previously serving at JJB Hilliard WL Lyons LLC and Hilliard Lyons Capital Management, LLC. Kaplan serves as a board member for Baptist Health in Louisville, KY. 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 through customized consulting and portfolio management services. The firm offers a range of investment strategies, including discretionary and non-discretionary management, and provides municipal advisory and public finance services alongside its wealth management offerings.

Randa Abner Peden is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including personalized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through employer partnerships.

Edward Thomas is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been working since 2014. He collaborates with his team's senior partner, Becky, a CFP® professional with extensive industry experience, to build client relationships and streamline financial strategies tailored to clients' risk tolerance, time horizon, liquidity needs, and investment goals. Edward began his career at Merrill as a Client Associate, gaining comprehensive knowledge of compliance and client administrative requirements. Edward's expertise encompasses areas such as college education planning, family wealth management, retirement income, liquidity management, socially responsible investing, and tax minimization. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his High School Diploma from Floyd Central High School. Prior to his financial advising career, Edward had a business background specializing in automobile sales and customer service. He has also served as a volunteer firefighter and training officer for the Greenville Township Volunteer Fire Department. Edward lives in Georgetown, Indiana, with his wife Jennifer, their four children, and two pets. His personal interests include boating, fishing, hiking, reading, traveling, and spending time with his family.

Steven King is a financial advisor at LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has worked at LPL Financial since 2017 and previously spent seven years with Private Client Services, LLC. In addition to his advisory work, King is a partner at Meyerowicz & King, PLLC, a CPA firm he has been involved with since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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.

Eric Scott is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 license and 15 years of industry experience. He has been with Morgan Stanley since 2011, including roles at Morgan Stanley Smith Barney and the Morgan Stanley Private Bank. Outside of his advisory role, Scott is president of The Divorce Alliance, a nonprofit organization based in Louisville. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

John Duncan is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and with 46 years of industry experience. He has been associated with various Morgan Stanley entities since 2007. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market scenario modeling.

Bingjing Xu is a financial advisor at Ameriprise with nine years of industry experience. Xu holds a Series 66 designation and has worked at Ameriprise since 2017, with prior experience at Jjb Hilliard Wl Lyons LLC and Hilliard Lyons. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation.