Kevin Wheeler is a financial advisor at Merrill with Series 63 and Series 65 designations and one year of industry experience. Prior to joining Merrill in 2026, he worked at Fifth Third Securities and Fifth Third Bank and held teaching roles at Bellarmine University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Andrew Day is a financial advisor at Ameriprise with a Series 66 designation. He has been with Ameriprise since 2025 and has prior work experience at SS&C Technologies, Inc. outside of the financial advisory industry. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focusing on retirement income planning through written reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

John Herring is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Thorp Harrison is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding the Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Baird in 2019, he spent 23 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he serves on the finance committee of the Juniper Club in Florida and manages his family's farm. He is part of the DDK Group within Baird’s Private Wealth Management, which serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services that include both discretionary and non-discretionary strategies.

Peter Pagano is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing three years of industry experience. His prior work includes roles at SCS MGMT LLC and Ameriprise, alongside managing a family business, Alla Famiglia LLC dba Mercato Italiano, for four years. He is also involved in a real estate business, C&P Real Estate LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a large network of advisors and extensive resources.

Steven Holley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1995 after serving 20 years as an officer in the United States Army. This extensive military background has provided him with a unique perspective in assisting clients with a range of financial needs. Over his 30 years in wealth management, Steven has developed a comprehensive approach that covers college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and tax minimization. He works closely with clients' attorneys, accountants, and other advisors to coordinate financial and legacy strategies. Steven is a Personal Investment Advisor (PIA) and holds a Bachelor of Science degree from the University of Kentucky as well as a Master's degree in Business from Webster University. Steven and his family have been active members of the Westport Road Church of Christ for over 30 years. He is married to his wife, Faye, and they have two daughters who both work on the Holley, McCauley & Associates team. His personal interests include adventure sports, chess, hiking, hunting, spending time with his family, and traveling.

Benjamin Williams is a financial advisor with LPL Financial in Louisville, KY, holding a Series 66 credential and 19 years of industry experience. He previously worked for L.M. Kohn & Company for 16 years and has been associated with Green & Halliburton for over two decades, where he is also involved in Medicare insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions supported by advanced research tools and serves a large network of advisors managing over $819 billion in discretionary assets.

Neil Abney is a financial advisor with Ameriprise in La Grange, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. Outside of advisory work, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daryl Regenauer is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 31 years of industry experience. His prior work includes roles at Fsc Securities Corp, Wells Fargo Clearing, Hatteras Investment Partners LLC, and Global Wealth Advantage, LLC. He is also an instructor at the Commonwealth School of Insurance. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Haywood Gilbert is a Financial Consultant at Fidelity, a position he has held since 2024. In this role, he partners with clients to co-create tailored financial plans that align with their personal goals and preferences. He employs a collaborative planning process centered around client relationships and leverages the resources at Fidelity to develop and implement strategies aimed at helping clients work toward their objectives. Prior to his current role, Haywood held several positions at Fidelity, including Investment Consultant (2023-2024), Workplace Planning Consultant II (2022-2023), and Retirement Brokerage Services Associate (2020-2022). This progression reflects his growing experience and expertise within the financial services industry. Outside of his professional responsibilities, Haywood's personal interests include camping, cooking and baking, social events with friends, outdoor adventures, spending time with pets, and reading.

Alma Tucker is a financial advisor with Edward Jones in Louisville, KY, holding Series 63 and Series 65 designations and having 35 years of industry experience. She has been with Edward Jones since 2005. 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 large nationwide network of advisors and branch offices.

Matthew Petty is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 26 years of industry experience. He previously worked at PNC Investments for 19 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. His current role includes advisory services within Morgan Stanley's wealth management division. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured tools and oversees approximately $2.74 trillion in client assets.

Rebecca Lovan is a financial advisor at Raymond James & Associates with 27 years of industry experience. She has held roles at Wells Fargo Clearing and Prudential Equity Group. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers customized financial planning and consulting services, supported by extensive research, multiple investment strategies, and specialized municipal advisory capabilities.

Connor Sheryak is a financial advisor with UBS Financial Services in Louisville, KY, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2018, he worked at the University of Notre Dame and Georgetown University. 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 research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management services.

James Hendon Jr. is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and 41 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 34 years before joining Robert Baird in 2019. Hendon is a member of an investment club and serves on the Investment Finance Committee of Calvary Episcopal Church's board. He is part of The DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research, manager selection, and investment strategies including tax management and direct indexing.

Thomas Fischer is a CFP® with 43 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at Fischer LLC and Securities America Advisors, Inc. He is also a part owner and solicitor of Queen City Capital Management LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of managed account programs supported by risk assessment tools and third-party managers.

Sean Miranda is a CFP® professional with 25 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously held roles at J.J.B. Hilliard W.L. Lyons, Raymond James Financial, and Morgan Stanley DW Inc. Miranda serves as President Elect of the Financial Planning Association of Kentuckiana and acts as a successor trustee for family trusts. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services, including separately managed accounts and tax-management strategies, supported by internal research and ongoing manager oversight.

Hilary Persley is a CFP®-certified financial advisor with 25 years of industry experience, currently serving clients at Edward Jones in Louisville, KY since 2010. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Daniel Allen is a financial advisor with Ameriprise in Charlestown, IN, holding a Series 66 designation and 12 years of industry experience. He worked at Edward Jones from 2013 to 2023 before joining Ameriprise. Outside of his advisory role, he serves as the head coach of the New Washington Middle School baseball team and is Vice President of the New Washington Youth League. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Sarah Black is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with Edward Jones in Jeffersonville, IN, having joined the firm in 2025. Prior to this, she worked at Lion Street Financial, Spring Street Solutions, Axiom Financial Strategies Group, and Wells Fargo Clearing. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.