Todd Klinglesmith is a CFP® professional with 20 years of experience in financial advising. He has been with Edward Jones since 2005, based in New Albany, IN. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Newman is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and seven years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously held positions at JJB Hilliard WL Lyons LLC and Forcht Bank, N.A. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and overlay services.

Hannah Matthews is a financial advisor at Edward Jones in Louisville, KY, holding Series 66 and Series 63 licenses with one year of industry experience. She previously worked at J.P. Morgan Securities and has held roles outside of finance, including managing Matthews Construction LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

James Walker Jr. is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at CFI Auto and Leasing and TriJen Material Handling, LLC. Outside of his advisory role, he owns a vacation rental property in Prospect, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Sarah Huelsman is a Wealth Management Advisor based in Louisville, Kentucky, affiliated with Merrill as a Resident Director. She brings nearly two decades of experience in the financial industry, focusing on areas such as college education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, and supporting women and wealth. Sarah holds Series 7 and 66 FINRA registrations as well as professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). She earned a bachelor's degree in economics from Centre College and an MBA from the University of Louisville. Sarah balances her professional career with an active family life, residing in St. Matthews, Kentucky with her husband and two children. Her personal interests include fishing, reading, spending time with family, traveling, and watching movies. Sarah is involved in her community through volunteer work at Holy Trinity Catholic Church and is a member of The Fillies Inc. She has a particular appreciation for Derby season as part of her local engagements.

Daniel Di Angelo is a financial advisor with Edward Jones in Louisville, KY, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at AmeriSave Mortgage Corporation for 11 years and Atria Senior Living for one year. He is also the owner of DiAngelo Consulting Group LLC, a sports card selling business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering various advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Allissabeth Whittle is a financial professional with three years of industry experience. She holds a Series 66 designation and is currently affiliated with Cetera. Her prior experience includes roles with XY Planning Network and HTSG CPAs + Advisors. Whittle is also involved in tax preparation through her work with Cornerstone Tax Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party investment managers.

John Piascik is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a caddy at Valhalla Golf Club, assisting golfers with reading greens and club selection. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a primarily model-driven investment approach and offers access to third-party asset managers and other financial services.

Philip Parish is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. since 1994. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a mix of in-house and third-party managers across traditional and complex investment strategies.

Trey Mulligan is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and having 13 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked with JJB Hilliard W.L. Lyons, LLC from 2012 to 2018. He 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 provides a range of financial planning, portfolio management, and brokerage services, supported by internal research, manager selection, and advanced investment strategies.

Lawrence Telle is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at NYlife Securities LLC and New York Life insurance. 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 a range of services including financial planning, portfolio management, and customized investment strategies utilizing both in-house and third-party managers.

Lindsay Rhodes is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2017 to 2025. Earlier in her career, she was involved in the bridal retail industry and the restaurant sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Katherine Larlee is a financial advisor with Ameriprise in Goshen, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Larlee is also a member of KALAS LLC, a business entity used for managing expenses related to her Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Colin Kremer is a financial advisor with Stifel in Louisville, KY. He holds the CFP® designation and Series 63 and 65 licenses. Kremer has three years of prior experience at Briar Hall LLC and has worked at several other financial firms, including Fifth Third Private Bank and Assetmark Financial, Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Nancy Ary is a Certified Financial Planner (CFP®) with 31 years of industry experience. She is currently with LPL Enterprise and has held prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Fifth Third Securities, Inc. Ary is also active as a health insurance agent. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Christopher Lynch is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Baird Trust Company and Fifth Third Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Susan Hughes is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds a Series 66 designation and previously worked at Computershare N.A. and Norton Healthcare. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a range of strategies from traditional equity and fixed-income to more complex approaches, including discretionary management and tax overlays.

Amy Sturm is a financial advisor at Robert Baird & Co. in Louisville, KY, with 19 years at Baird and 2 years of industry experience. She holds a Series 66 designation. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, discretionary and non-discretionary portfolio management, and utilizes internal research and tools alongside strategic partnerships to support client advice.

Gregory Mullaney is a financial advisor at LPL Financial with 17 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining LPL Financial in 2024, he spent 15 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in a tax preparation and bookkeeping service through Somnio CPAs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

Kristina Richards is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. Richards serves as PTA Vice President at Lincoln Elementary Performing Arts School in Louisville, KY. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.