Heather Poole is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked with Raymond James & Associates since 2017 and has also held roles at Bank of America and Merrill. In addition to her advisory work, she serves as a part-time member service associate for the YMCA, assisting new member enrollment. 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, institutions, and municipal entities, offering non-discretionary financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.

Marc Jackowitz is a financial advisor with UBS Financial Services in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he operates an independent, home-based online travel consulting business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Austin Barnett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Attention 2 Detailz and served on the Board and You in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Douglas Justice Jr. is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and previously spent 20 years with PNC Investments before joining Raymond James in 2026. The firm, Raymond James & Associates, manages approximately $501 billion in assets and serves a wide range of clients including individuals, institutions, and municipal entities. It offers financial planning and consulting services with a variety of portfolio management strategies and is notable for its municipal advisory services and extensive affiliated network.

Leslie Madden is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1999. Outside of her advisory role, she owns and manages a rental property business. She 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 tailored financial planning and portfolio management services using a combination of in-house and third-party managers, including traditional and complex investment strategies.

Julianne Miller is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise. Her prior experience includes roles at Northwestern Mutual, Kestra Advisory, Meritrust Wealth Management, and Bernstein Private Wealth Management. She serves on the Board of Directors for Commercial Real Estate Women (CREW) Louisville and is the Sponsorship Chair. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

Kelsey Skorodziyevskiy is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with J.P. Morgan Securities in Louisville, KY. Prior to joining J.P. Morgan, she worked at First Command Advisory Services and held roles at Bank of America and Merrill Lynch. She is also a member of VK Brands LLC, an e-commerce business involved in apparel sales. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Nicholas Peregoy is a financial advisor with Raymond James & Associates in Louisville, KY, holding a Series 66 designation and possessing 17 years of industry experience. He previously worked at PNC Investments Inc for 11 years before joining Raymond James & Associates in 2021. In addition to his advisory role, he is involved in life, long-term care, and disability insurance sales and marketing through Crump Life Insurance. Raymond James & Associates 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, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles supported by affiliated research and model managers.

Lizet Constanza Mueller is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include working at the U.S. Census Bureau and tutoring in Aristotle and critical thinking. She is the founder, vice president, and treasurer of the Saint Michael Foundation for Polyphony & Chant, a nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Jacob Gorr is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC between 2016 and 2022. Outside of his advisory role, he serves as an arbitrator in the finance and banking sector. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers planning services largely in an advisory capacity.

Timothy Campisano is a financial advisor with Raymond James & Associates in Louisville, KY, holding CFP® and Series 66 credentials and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he owns a rental property used to house his son and his son's college lacrosse teammates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services while supporting a range of portfolio management styles and research resources.

Patrick Yates is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

William Rumple is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a joint investment partner in a property development business in Borden, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment options, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Wolf is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Shu is a financial advisor with Remington Wealth Management LLC in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. He has been with Remington Wealth Management since 2008, operating as a solo advisor. Remington Wealth Management LLC is an independent, single-advisor registered investment adviser serving individual clients. The firm primarily provides non-discretionary portfolio management and conducts periodic account reviews using specific methods of analysis.

Kevin Carrico is a CFA® charterholder with 12 years of experience in the financial industry. He is the sole advisor at Springhouse Financial, LLC, an independent firm based in Louisville, KY. Outside of his advisory role, Mr. Carrico manages Maurice Carrico Farm, LLC, where he oversees leasing farm property for agricultural use. Springhouse Financial provides portfolio management and financial planning services to individual clients, managing approximately $17 million in assets across 21 client relationships. The firm maintains a small client base with a focused approach to account management.