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 two years of industry experience and holds the Series 66 designation. His prior work includes roles at Moneyline Wealth Management and involvement with Kentucky Refugee Ministries, Inc. Outside of advising, he has experience working with community-focused organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and consulting services supported by research and technology, with both discretionary and non-discretionary management options.

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.

John Spinetto is a financial advisor at Ameriprise in Louisville, KY, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Pruco Securities LLC and DPL Financial Partners, along with various engagements at Indiana University. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and algorithmic tools alongside personalized advisor input.

Pamela Tobbe is a financial advisor at Morgan Stanley with 38 years of industry experience. Her prior roles include tenures at Wells Fargo Advisors LLC and Wells Fargo Clearing, as well as previous periods at Morgan Stanley and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery and firm-approved tools.

Aubrey King is a financial advisor at Robert W. Baird & Co. in Louisville, KY, holding a Series 66 designation with seven years of experience. Prior to joining Baird, he worked at Hilliard Lyons for six years. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex and non-traditional investments.

Michael Durham is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by proprietary and third-party research.

Justin Skaggs is a financial advisor with Merrill in Louisville, KY, holding Series 63 and Series 66 licenses and having 9 years of industry experience. He has worked at Merrill and Bank of America since 2016. Outside of finance, he serves as a District Manager overseeing five full-service restaurants for Trinity Restaurant Group. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Matthew Dilbeck is a financial advisor at Robert Baird & Co. in Louisville, KY, with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Atria Senior Living, World-Kinect Energy Group, and The Vanguard Group, Inc. Robert Baird & Co.’s DDK Group serves individual and institutional clients, including high net worth individuals, corporate and business entities, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts, and utilizes both internal research and external partnerships in delivering advisory solutions.

Sarah Billups is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has held prior roles at PNC Investments and PNC Bank. Her work history also includes positions in the food and beverage industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery and firm-approved tools, with a broad range of retail and institutional offerings.

Victor Lancaster Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. He previously worked at Invest Financial Corporation and has entrepreneurial experience as the owner of Pinnacle Designs, LLC. Lancaster has been with LPL Financial since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and advanced portfolio management tools.

Mary Blanton is a financial advisor at Wells Fargo Clearing with 46 years of industry experience. She holds the Series 63 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Michael Simpson is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked for the Jeffersontown Police Department and the Louisville Metro Police Department. In addition to his advisory role, he operates a custom woodworking business. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.