Robyn Brading is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at New Washington State Bank for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

London Smith is a financial advisor with Merrill and holds Series 63 and Series 65 credentials. He has 28 years of industry experience and has worked at Merrill since 2009 and Bank of America, N.A. since 2013. Outside of his advisory role, Smith is a co-owner of a for-profit S-corporation called Guiseppi & Dom Inc, which operates under the name Come Back Inn. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individual and institutional clients.

Francisco Arcos Jaramillo is a Planning Consultant at Fidelity Investments. In this role, he partners with clients to build financial plans tailored to their needs and prioritizes their goals. He aims to understand each client's objectives and utilizes the resources at Fidelity to develop strategies and long-term plans toward retirement. He focuses on building long-lasting relationships of trust with his clients as they work through various life and financial milestones. Francisco has held several positions in the financial services industry. Before becoming a Planning Consultant in 2023, he was a Relationship Manager at Fidelity Investments from 2022 to 2023. He also worked as a Senior Client Service Associate at UBS Financial Services from 2020 to 2022, an Investment Service Specialist II at Edward Jones from 2018 to 2020, and a Registered Representative at Edward Jones from 2017 to 2018.

Seth Smith is a financial advisor with Equitable Advisors holding a Series 66 designation and no prior industry experience. His recent work history includes roles at Equitable Advisors and Encore Wealth Management, alongside positions outside the financial industry. He has been affiliated with the University of Kentucky for four years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering a broad range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Robert Walsh is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes nine years at Raymond James & Associates before joining Ameriprise. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, supported by algorithmic automation and oversight committees.

Sean Lydon is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at Cetera Investment Advisors LLC since 2026. Lydon also serves as a financial professional at Cape Investment Management and has a background in pharmaceutical distribution and healthcare systems analysis at McKesson. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment strategies.

Julie Jones is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding a Series 66 designation and 24 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 works as a receptionist at an assisted living facility. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a range of investment vehicles, including insurance-related products and bank deposit sweep options.

Donna Seibert is a financial advisor at Robert Baird & Co. with over 30 years of industry experience. She has held positions at Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. since 1982 and has been with Robert Baird & Co. since 2019. She holds the Series 63 designation. She is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and manager selection processes.

Robert Ritz is a financial advisor with Edward Jones in New Albany, IN, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various net-worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branches.

Jessica Tretter is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Fifth Third Securities, Inc. and has been with LPL Financial since 2011. Outside of her advisory role, she serves as a CFP instructor at Bellarmine University. 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. Its offerings include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad range of financial services.

Matt Williams is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously was with Chase Investment Services Corp. from 2008 to 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Heather Poole is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. Her prior employment includes Merrill and Bank of America, N.A. She is also involved with the YMCA as a part-time member service associate, assisting with enrollment and member support. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers comprehensive financial planning and consulting services, employing multiple portfolio management styles and affiliated research, while providing notable municipal advisory and market-making services.

Marc Jackowitz is a financial advisor with UBS Financial Services in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he operates an independent, home-based online travel consulting business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Austin Barnett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Attention 2 Detailz and served on the Board and You in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Douglas Justice Jr. is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and previously spent 20 years with PNC Investments before joining Raymond James in 2026. The firm, Raymond James & Associates, manages approximately $501 billion in assets and serves a wide range of clients including individuals, institutions, and municipal entities. It offers financial planning and consulting services with a variety of portfolio management strategies and is notable for its municipal advisory services and extensive affiliated network.

Leslie Madden is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 26 years of industry experience. Prior to joining Robert Baird in 2019, Madden worked for 20 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of advising, Madden owns and manages a rental property through Foothold Enterprises, LLC. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research resources.

Julianne Miller is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise. Her prior experience includes roles at Northwestern Mutual, Kestra Advisory, Meritrust Wealth Management, and Bernstein Private Wealth Management. She serves on the Board of Directors for Commercial Real Estate Women (CREW) Louisville and is the Sponsorship Chair. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

Daniel Moyers is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and with 27 years of industry experience. He has been with Cambridge since 2010. Outside of his advisory role, Moyers serves as a board member for Pitt Academy in Louisville, KY, and is president of Moyers Financial Services Inc., where he acts as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, providing multiple portfolio management and platform options tailored to client objectives.

Nicholas Peregoy is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and possessing 17 years of industry experience. He previously worked at PNC Investments Inc for 11 years before joining Raymond James & Associates in 2021. In addition to his advisory role, he is involved in life, long-term care, and disability insurance sales and marketing through Crump Life Insurance. 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, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles supported by affiliated research and model managers.

Lizet Constanza Mueller is a financial advisor with Primerica Advisors in New Albany, Indiana, holding Series 63 and Series 65 licenses and with seven years of industry experience. Prior to her current role, she worked at the U.S. Census Bureau and has been involved in educational tutoring and translation work. She is the founder, vice president, and treasurer of the Saint Michael Foundation for Polyphony & Chant, a nonprofit organization. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies created by unaffiliated asset managers and offers limited discretionary separately managed account options.