Michael Joksimovic is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding a Series 63 designation and bringing 39 years of industry experience. His career includes previous roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves as a board member of the Elizabeth L Joksimovic Foundation and owns BlueCap Financial LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management and model-based solutions tailored to client objectives.

Grant Corley is a financial advisor with OSAIC based in Louisville, KY. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining OSAIC in 2021, he worked at Jackson National Life Distributors LLC from 2011 to 2020. Outside of his advisory role, Corley serves as a board member for the Hurstbourne Green Council of Co-Owners and holds ownership and leadership positions in financial services-related corporations. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party asset management. The firm employs asset-allocation tools and automated rebalancing to construct portfolios and supports both discretionary and non-discretionary account management.

William Giesler is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has a background that includes roles at Southern Glazers Wine & Spirits, Golf Headquarters, and the University of Southern Indiana. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection, internal research, and a mix of active investment strategies.

Logan Alderson is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Total Quality Logistics, Truist Financial, Rick Hendrick's BMW, and Franklin Bank and Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Estes is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has worked at J.J.B. Hilliard, W.L. Lyons, Inc. since 1973 and joined Robert Baird & Co. in 2019. He 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 institutional clients. The group offers tailored consulting and portfolio services, including discretionary management and separately managed accounts, combining in-house and third-party managers to implement diverse investment strategies.

Tersia Stroupe is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo entities since 2009, including her current role starting in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to performance reporting and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Christopher Scanlan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of JPMorgan Chase since 2013, including roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. J.P. Morgan Securities 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 investment strategies.

Melvin Goss Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Silver Oak Securities, Inc., and Certified Retirement Resources, Inc. He is based in Louisville, KY. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s approach includes model-driven investment implementation and access to third-party asset managers, alongside affiliated trust custody, insurance services, and a collateralized lending program.

Joshua Lowery is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, he serves as a middle school basketball coach for Greater Clark County Schools. 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 recommendations on a non-discretionary basis.

Dewitt Ivins is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Robert Baird since 2019 and concurrently with J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. He 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 institutional clients. The firm offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers with options including separately managed accounts and overlay strategies.

Angela Higgins is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior experience includes roles at Merrill and Hilliard Lyons, where she worked from 1997 to 2020. Outside of her advisory work, she is involved as an instructor with Pure Barr LLC and SoIN Flow LLC. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services. The firm combines model-traded strategies, tax management, and ongoing manager oversight, and it reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Wallace Hicks is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools, and manages approximately $2.74 trillion in client assets.

Curtis Esarey is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Indiana Gear Up and Greater Clark County Schools. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Curren Khadey is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he was associated with Moneyline Wealth Management and has held roles in various organizations including Kentucky Refugee Ministries and Bluegrass Lending. 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 model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Robert Phelps is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2014 and has worked with the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Aidan Smith is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. Prior to joining UBS, he held positions at Northwestern Mutual Insurance and Daviess County Public Schools. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary capital market research and institutional trading capabilities into its wealth management services.

Melisa Gulley is a Series 66-licensed financial advisor with Edward Jones in Louisville, KY, and has six years of industry experience. Prior to joining Edward Jones in 2019, she held roles at Cornerstone Engineering, Inc. and MCM CPA's & Advisors, and has been co-owner of Gulley Painting, LLC since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management.

Amanda Fry is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2017 and brings over 15 years of experience in the financial services industry. Prior to her current role, Amanda spent a decade performing financial analysis at the Defense Finance and Accounting Service. She specializes in wealth management strategies, including college education planning, retirement income, tax minimization, and managing new wealth. Amanda holds a Bachelor’s degree in Business Management from Purdue University and a Master of Business Administration from Indiana University. She is also a Personal Investment Advisor (PIA) and is affiliated with professional organizations such as Alpha Gamma Delta and Southeast Christian. Outside of work, Amanda enjoys spending time with her family, watching her children’s sports activities, running, and traveling.

Almerine Stout III is a financial advisor with UBS Financial Services in Louisville, KY, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with UBS since 2013. Outside of his financial career, he teaches beginner ballroom dance lessons at Kim's Dance Studio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

David Barnett is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2019, Barnett worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.