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 over 13 years of industry experience. He has worked at JPMorgan Chase and its affiliates since 2011. Outside of his advisory role, Baldwin serves as treasurer for a local bicycling club promoting safe cycling and is an active freelance drummer and percussionist in the Louisville area. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and utilizes a range of strategies incorporating ESG frameworks and broader derivatives capabilities.

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 with Robert Baird & Co., where she has worked 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 serves as a fiduciary co-trustee for her parents' trust. The DDK Group at Robert W. Baird & Co., where she practices, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm offers both discretionary and non-discretionary management with a variety of account programs, utilizing internal research, artificial intelligence tools, and ongoing manager oversight.

Meagan Audas is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation and has previously worked at Gilliam Mease Advisors for four years. Prior to her financial services career, she spent nine years with the Louisville Metro Police Department. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

John Mascarich is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. from 2002 to 2019. Robert Baird & Co.’s DDK Group provides wealth management services to individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and employs multiple investment strategies including separately managed accounts and tax-managed approaches.

Betsy Olszanowski is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity in 2023 and has progressed through roles including Financial Representative and Relationship Manager. Betsy emphasizes the importance of building trust with clients to provide confident and effective service. Her experience spans client relationship management and financial planning within Fidelity Investments. Outside of her professional role, Betsy has interests in fitness and reading.

James Nettle is a CFP®-designated financial advisor with Edward Jones in Louisville, KY, bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Katharine Boyer is a financial advisor at Stifel with 46 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel since 1979. Outside of her financial advisory work, Boyer serves on the board of Critically Loved, a nonprofit supporting families with critically ill children, where she participates in organizing family events and serves as secretary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services built on proprietary investment analysis and forward-looking capital market assumptions.

Mc Kenna Motley is a Series 66-licensed advisor with Stifel based in Louisville, KY. She has been with Stifel since 2023 and has prior experience in diverse sectors including behavioral health and small business management. Outside of her financial career, she is involved in operating CYL Sauna Studio. Stifel serves a broad range of clients, including high net worth individuals, institutional investors, and charitable organizations, providing both brokerage and advisory services with an investment approach based on proprietary market analysis and probabilistic modeling.

Kenneth Graeter II is a financial advisor at Edward Jones in Louisville, KY, holding the ChFC® and Series 66 designations with five years of industry experience. Prior to joining Edward Jones, he worked at LPL Financial, Payton Wealth Management, and has experience in the golf industry, including operating a golf lessons business. Outside of finance, he has been involved in manufacturing through an investment in Mobile Ballistic Products, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets under management through a large national network of financial advisors and branch offices.

Jesse Ryan is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and seven years of industry experience. He has been with Robert Baird & Co. and Hilliard Lyons since 2019. Prior to his advisory career, he worked for Accounting Principals/Adecco for 12 years. Jesse is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Adam Estes is a financial advisor with Robert W. Baird & Co. based in Louisville, KY, holding a Series 66 designation and over 25 years of industry experience. He has worked at Robert Baird since 2019 and has prior experience with JJB Hilliard WL Lyons LLC and PTS Electronics. Outside of his advisory work, Estes participates as a board member and passive owner of Upland Brewing Co., a retail brewery in Bloomington, IN. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm employs diversified SMA strategies, overlay management, tax-management, and uses internal research and tools, including artificial intelligence, in providing client advice.

Keith Norris is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 63 designation and with 29 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Erin Isler is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following two years at Merrill. Outside of her advisory role, she operates a resale business focused on buying and flipping items. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses used as a basis for client decisions.

Jeffrey Roberts is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding a Series 63 credential and 44 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 37 years before joining Baird in 2019. Roberts serves as Finance Chair on the Louisville Orchestra’s Finance and Investment Committee and is an ex-officio member of its Endowment Fund. Robert W. Baird & Co.’s Private Wealth Management team, which includes the DDK Group, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, incorporating manager-traded and model-traded strategies alongside tax-management and direct indexing.