Ron Ashley is a CFP® with 43 years of industry experience, currently affiliated with United Planners' Financial Services of America, where he has worked since 2008. His career includes long-term leadership at Ashley & Associates, Inc., which he has presided over since 1994, and service as an independent agent since 1982. Ashley also spent 17 years with the U.S. Soccer Federation. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through a network of independent advisors. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and provides a range of advisory and brokerage services.

Anna Brock is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 63 designation and 29 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Jessica Applegate is a financial advisor at Raymond James & Associates with 15 years of industry experience. She held a position at Morgan Stanley for eight years before joining Raymond James & Associates in 2022. She holds Series 63 and Series 65 designations and is based in Louisville, KY. 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, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting primarily through non-discretionary relationships.

Bailey Mack is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and two years of industry experience. Prior to joining Baird, Bailey worked at Hogan Lovells and has a diverse background that includes time with the Malaysian-American Commission on Educational Exchange as well as extended travel. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Jennifer Bauer is a financial advisor with Raymond James & Associates in Louisville, KY. She holds a Series 66 designation and has 15 years of industry experience, including 13 years with Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Latheresa Montgomery is a financial advisor at Morgan Stanley in Louisville, KY, with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize firm‑approved tools and strategies, managing approximately $2.74 trillion in client assets.

Jerry Tyler is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing Services, and Morgan Stanley. Outside of his advisory work, he is a partner in Best Tyler LLC, which owns a Papa Murphy's Pizza franchise in Louisville. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Michael Swindall is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Robert Baird since 2019. Swindall also serves as Treasurer for the Louisville Fellows Program and is a board member on the finance committee at St. Francis in the Fields. He is part of the DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, ongoing manager selection, and incorporates internal research and artificial intelligence tools in client advisory.

Kathy Weil is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her career includes roles at J.P. Morgan Chase Bank, Bank of America, Merrill, and Jefferson County Public Schools. In addition to her advisory work, she is an owner and partner of Pet Collars, LLC, a business that sells handmade dog and cat collars. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Mark Jesse is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Norton Healthcare and Baptist Healthcare. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary management and separately managed account programs.

Carl Thomas is a financial advisor at Robert Baird & Co. in Louisville, KY, holding CFP® and Series 66 designations with 18 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent over a decade with Hilliard Lyons and its affiliated firms. Outside of his advisory role, he holds a family farm in Louisiana. 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 financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Zachary Kamber is a financial advisor at Raymond James & Associates in Louisville, KY, holding a Series 66 credential with 13 years of industry experience. He has been with Raymond James since 2015. Outside of advising, he serves on the Advancement Committee for Uspiritus and is involved with multiple alumni associations. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Jeslyn Monroe is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. She has worked at Robert Baird & Co. since 2019 and simultaneously at Jjb Hilliard Wl Lyons, LLC since 2016. She 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, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services.

Shawn Edelen is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017, following roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves on the boards of Mount St. Francis Sanctuary and Brandon's House Counseling Center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing a range of portfolio management options and proprietary as well as third-party strategies.

Stephanie Valsted is a financial advisor at Morgan Stanley in Louisville, KY, with 23 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with additional activities including private funds and principal trading.

Jason Scarpellini is a CFP® professional with 16 years of industry experience currently affiliated with Raymond James & Associates. He previously spent ten years with PNC Bank and PNC Investments. Outside of his advisory role, he owns a rental property in Louisville, KY. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional, pension, and charitable organizations. The firm offers financial planning and consulting services with a range of portfolio management styles and notable municipal advisory capabilities.

Matthew Liston is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with six years of industry experience. He has worked at Baird since 2020 and previously was a college student from 2016 to 2020. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. Baird employs a diverse range of investment strategies including discretionary portfolio management, separately managed accounts, and tax-managed approaches, supported by internal research and technology such as artificial intelligence.

Jennifer Solinger is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and three years of industry experience. Her prior work includes roles at MCM CPAs and Advisors, Nethery Insurance Agency LLC, and Triple Crown Advisors with Ameriprise Financial, among others. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, and charitable organizations with a variety of financial planning and portfolio management services. Baird employs a range of investment strategies and ongoing manager oversight, with $394 billion in assets under management as of December 2025.

Dallas Polk is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank NA since 2011. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis while clients retain final decision-making authority.

Laurel Lee is a CFP® and holds a Series 66 designation, with 14 years of experience in the financial services industry. She has worked at Robert Baird & Co. since 2019 and concurrently at JJB Hilliard WL Lyons LLC since 2013. Laurel is based in Louisville, KY. She is part of The DDK Group at Robert W. Baird & Co., a team within the firm’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.