Todd Metcalf is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved as a caregiver through the Michelle P. Waiver Program. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brenda Falkenstein is a financial advisor at Stifel with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Mickie Vallandingham is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Robert Baird in 2019, Mickie worked at Hilliard Lyons and Bennett & Bennett. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs supported by internal research and ongoing manager monitoring.

Christopher Sillman is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Sammons Financial Group, Nationwide Investment Services Corporation, Jefferson National Financial Corp, Jefferson National Securities Corporation, BB&T Bank, and Stewart's Pawn Shop. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates and utilizes a centralized investment process combining quantitative and qualitative research.

Jeannie Oster is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 credentials and 34 years of industry experience. She worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 31 years before joining Robert Baird & Co. in 2019. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services.

Lisa Lewis is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior career includes 14 years at Sagepoint Financial, Inc., and 28 years at Sunamerica Securities, Inc. Outside of her advisory role, she has involvement with a law office that assists in gathering trust-related materials for estate planning referrals. OSAIC serves a diverse client base including retail, high-net-worth, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes a model-based investment approach with portfolio optimization and supports a wide range of programs delivered via affiliated broker-dealer and RIA relationships.

Whitney Mcnicol is a financial advisor at LPL Enterprise with 10 years of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise, Whitney worked at several firms including Cetera Wealth Services and First Allied Advisory Services. Outside of financial advising, Whitney is involved in multiple music-related ventures, including ownership and management roles in retail music stores and a marketing firm serving musicians, as well as serving as a board member for a charitable foundation. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to external asset managers, and participation in wrap programs.

Kyle Harvey is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Computershare LTD and operated Coffee Crossing LLC. Outside of his advisory work, Harvey coaches youth soccer for Mockingbird Valley Premier in Louisville, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Logan Reisinger is an advisor at Robert W. Baird & Co. with Series 65 and Series 63 credentials. He joined Baird in 2026 and has prior experience at CNO Financial, as well as an academic background including roles at Butler University and Providence High School. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs manager-traded and model-traded strategies, tax management, and unified fee arrangements, supported by internal research and technology, including artificial intelligence, to deliver advisory services.

Michael Scheid is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2000 to 2009. Outside of his advisory work, he is involved as a private mortgage lender. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and extensive investment resources.

Brett Mahle is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Sandra Ballard is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and having 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2004 to 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and analyses but does not include individual security recommendations as part of standalone financial plans.

Nathan Schnurr is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to understand their short- and long-term financial goals. He collaborates with clients to co-create comprehensive financial plans tailored to their unique needs. Nathan joined Fidelity Investments in 2023 and has held several roles within the company, including Financial Representative, Investment Consultant, and currently Financial Consultant. Prior to that, he gained experience as an Operations Intern at Family Financial Partners from 2022 to 2023.

Derek Bonifer is a CFA® charterholder with 18 years of industry experience, currently serving at Robert Baird & Co. He has held positions at Baird Trust Company, PNC Wealth Management, ARGI Investment Services, and PNC. Bonifer also works as an adjunct professor at Indiana University Southeast. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations, offering a range of portfolio management and financial planning solutions.

Carole Yates is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2014. 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 investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Ramona Jenkins is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she serves as a committee member for The Family Place, a child abuse treatment agency, and is involved in direct sales for Mary Kay Cosmetics. 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 focused on tailored financial planning supported by structured discovery conversations and firm-approved tools.

Bradley Henderson is a financial advisor with Robert Baird & Co., holding a Series 66 designation. He has 15 years of industry experience, previously working at CSSI before joining Baird Trust in 2024. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Christopher Schoenfelder is a financial advisor with Equitable Advisors in Louisville, KY, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC for eight years and was involved with the New Albany Lindy Blues and You organization. Schoenfelder is also an incorporator of Meyer Manor HOA, Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and leverages third-party advisory programs and asset managers to deliver tailored investment solutions.

Paul Hogan is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at J.P. Morgan Securities since 2012, as well as prior positions with Chase Investment Services Corp., Banc One Securities Corporation, and Waddell & Reed. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process uses centralized due diligence with both quantitative and qualitative research and incorporates an ESG eligibility framework.

Jonathan Butcher is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.