Vincent Straight is a financial advisor with UBS Financial Services in Louisville, KY, holding a Series 66 designation and seven years of industry experience. Before joining UBS in 2018, he worked at Dick's Sporting Goods from 2015 to 2018 and attended Indiana University Southeast. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

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 at Raymond James & Associates with 32 years of industry experience. He holds a Series 63 designation and has worked at notable firms including UBS Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. In addition to his advisory role, he serves as a pastor and missionary leader in the Remnant Church of Jesus Christ of Latter Day Saints. 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 public entities, offering tailored financial planning and consulting with a range of portfolio management styles and 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 in Louisville, KY, holding a Series 66 designation with one year of industry experience. His background includes roles at Joe W. Taylor CPAs, New Covenant Trust Company, and several positions at Western Kentucky University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendation reports and ongoing annual advice.

Bradley Walker is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He worked previously at J.J.B. Hilliard, W.L. Lyons, Inc. for 18 years before joining Robert Baird in 2019. Walker serves as a board member for NOBO Inc., a startup 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 department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations using a combination of portfolio management strategies and financial planning services.

Samantha Petter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes roles at Truist Investment Services, FIFTH THIRD SECURITIES, and Fifth Third Bank National Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 since 2005 and previously worked at Morgan Keegan & Company, LLC. In addition to his advisory role, he operates T. W. Gaines & Co., which sells fixed insurance products including long-term care, fixed annuities, and universal life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by technology tools for operational and research purposes.

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.

Eric Baldwin is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at JPMorgan Securities LLC since 2012 and JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, Baldwin serves as treasurer for a local bicycling club promoting safe cycling practices and is a freelance drummer and percussionist in the Louisville area. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by a centralized due-diligence framework.

Bowman Thrasher is a financial advisor at Morgan Stanley with 12 years of industry experience and a Series 66 designation. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following two years at PNC Bank and PNC Investments. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm‑approved tools and investment analysis methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized planning groups.

Niels Ewing is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2003 and previously worked at Wells Fargo Clearing from 1999 to 2003. He also operates a separate business under the name Ewing Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Rada Halaseh is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Gail Tway is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. Her prior roles include positions at Hilliard Lyons, PNC Wealth Management, Atlas Brown, and J.J.B. Hilliard, W.L. Lyons, LLC. She also acts as a co-trustee for her parents' trust alongside her sister. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies, and utilizes internal research tools including artificial intelligence in client advisory processes.