Teresa Appell is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products.

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 with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include a decade at Parkland Securities and over two decades leading Caufield & Associates. Outside of advising, he serves as a priest at The Old Templar Holy Catholic Apostolic Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Russell is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He 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. Outside of his advisory role, he is a member and owner of Vanguard Crossfit LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex investments, alongside municipal advisory and public finance services.

William Hayden is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 a Series 66 designation. Outside of his advisory role, he works part-time as a golf caddie at Valhalla Golf Club, providing on-course support to club members and guests. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with more than $500 billion in assets under management and over 5,400 advisors. The firm offers wealth advisory planning and investment consulting to a broad client base including individuals, institutional clients, and government entities, delivering advice on a non-discretionary basis through comprehensive planning and portfolio recommendations.

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 27 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2021. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and maintains public financing and investment banking capabilities.

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 with LPL Financial in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked at LPL Financial since 2017 and previously spent seven years with Private Client Services, LLC. King is also a CPA and partner at Meyerowicz & King, PLLC, a firm he has been involved with for over 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various advanced investment strategies.

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.