Chase Donohue is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. His prior roles include positions at HSBC Bank USA and HSBC Bank Middle East Ltd. He is also co-owner of CMD Services LLC, where he manages an advisory business. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes detailed Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Claudia Herrick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked with JP Morgan entities since 2015. Outside of her advisory role, she is an owner and partner at Bates Court Properties LLC, where she manages property maintenance and bookkeeping. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver non-discretionary wealth management solutions.

Lisa Palmisano is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She previously worked at Lincoln Financial Advisors Corp. for 21 years before joining OSAIC in 2025. In addition to her advisory role, Palmisano is involved in offering traditional life insurance, long-term care insurance, and fixed and equity-indexed annuities, as well as operating Palmisano Financial Services, LLC. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct diversified portfolios, offering discretionary and non-discretionary account management alongside access to third-party managers and unified managed accounts.

Taylor Jessie is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and 13 years of industry experience. Before joining Raymond James in 2021, Jessie worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined eight years. Outside of advising, Jessie works as a consultant selling skin care products for Rodan & Fields. 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 advisory services.

Jennifer Bigler is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. 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, institutional clients, and municipal entities, offering financial planning and investment consulting through multiple specialized programs.

Vincent Straight is a Series 66 licensed financial advisor with UBS Financial Services in Louisville, KY, where he has worked since 2018. He has six years of industry experience and previously worked at Dick's Sporting Goods from 2015 to 2018. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Anthony Eurton is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to his finance career, he spent 13 years at Best Buy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions as both a broker-dealer and investment adviser.

Richard Paris II is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 63 designation and over 31 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as a pastor and missionary leader for the Remnant Church of Jesus Christ of Latter Day Saints in southern Indiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing 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 specialized municipal advisory services.

William Speer is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Morgan Stanley and has previously worked at Bank of America and Merrill. Speer serves as a board member for Home of the Innocents, a Louisville-based nonprofit focused on children’s health and welfare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm’s financial planning emphasizes structured discovery conversations and utilizes advanced modeling tools, serving approximately $2.74 trillion in client assets.

Reece Stephens is a financial advisor at Robert Baird & Co. with two years of industry experience. He previously worked at Edward Jones and Old National Bank and holds a Series 66 designation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research tools and partnerships.

Patrick Shellenberg is a financial advisor at Edward Jones in Louisville, KY, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Hartman is a CFP® with 26 years of industry experience. He currently works at OSAIC, having joined in 2025 after nine years at Lincoln Financial Securities Corporation. Hartman is also the owner of Ruby Financial Planning LLC, where he offers various insurance products including disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including retail and institutional investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, using a range of analytical tools and investment options to construct portfolios for its clients.

Corey Jones is a financial advisor at Ameriprise based in Louisville, KY, holding a Series 66 designation. He has held various roles including positions at Joe W. Taylor CPAs and New Covenant Trust Company, as well as experience in educational and retail settings. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Bradley Walker is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, having previously been with J.J.B. Hilliard, W.L. Lyons, Inc. since 2001. Outside of his advisory role, he serves on the board of NOBO Inc., a start-up medicinal cannabis holding and consulting company, where he provides organizational oversight and financial management guidance. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional allocations to complex and non-traditional investments.

Samantha Petter is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at Truist Investment Services, Foundations Investment Advisors, and Fifth Third Securities and Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL and third-party subadvisors.

Philip Mccauley III is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mccauley is an author focused on educational research and publishing and serves on the Trinity High School Foundation Board’s Investment Committee. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Thomas Gaines III is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial (formerly LINSCO PRIVATE LEDGER) since 2005. Outside of his advisory role, he is involved with T. W. Gaines & Co., which sells fixed insurance products including long-term care, fixed annuities, and universal life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with model portfolios and research from internal and third-party sources.

Gabriel Fierros is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at JP Morgan Chase Bank and teaching engagements at Purdue University Global and Indiana University Southeast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction based on fundamental research, quantitative analysis, and systematic methodologies.

Derrick Rhodes is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2021 to 2024 and as a Financial Advisor at Merrill Lynch from 2017 to 2021. Derrick focuses on helping clients develop clear paths to pursue their financial goals. He counsels clients through the complexities of financial planning to build customized plans and manage risks. He is committed to empowering clients to be financially prepared for their futures. Outside of his professional work, Derrick's personal interests include fitness, football, social events with friends, parenthood, and reading.

Christopher Couch is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1998. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.