Stan Wagner is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2016 and previously held roles at Bankers Life and Casualty Company and Ameriprise Advisor Services. Wagner is also involved in business networking as the president of the local Business Networking International chapter and serves as an elder and minister at Lakewood Baptist Church. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Richard Sandman is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His career includes roles at Edward Jones, Silver Oak Securities Inc, and Humana Inc, as well as a period of self-employment. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jim Yockey is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at NEXT Financial Group, Investment Centers of America, and Fisher Investments. Outside of advising, he is an author of several books, including titles on financial strategy and mental aspects of golf. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies, managing a multi-billion dollar asset base.

George Reed is a financial advisor with Ameriprise in Louisville, KY, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Ameriprise in 2022, he worked at FedEx Ground and Patterson Dental. He also serves as an Operations Director in an outside business activity related to managing an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Stone Jr. is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Angela Kerrick Nusky is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 credential and previously worked for Fifth Third Securities for 22 years before joining Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pensions, charitable organizations, and municipal entities. The firm offers financial planning, wealth advisory services, and institutional consulting, utilizing a range of portfolio management styles and affiliated research to support tailored, non-discretionary client relationships.

Charles Uhl is a financial advisor with Edward Jones in Louisville, KY, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Charter Communications / Spectrum Enterprise for 14 years. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jason Daeger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Raymond James since 2008 and currently also works at Stock Yards Bank & Trust, where he assists clients with long-term financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary investment consulting tailored to client goals and supports a wide advisor network with specialized municipal and retirement plan advisory programs.

Daniel Jacus is a CFP® professional with 11 years of industry experience, currently serving at Raymond James Financial in Louisville, KY. His prior experience includes roles at JP Morgan Chase Bank and Heyman Talent Agency. He is also involved with Harmony Wealth Partners as an independent contractor, providing comprehensive financial planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and it supports municipal advisory and SIMPLE IRA consulting services within a large advisor network.

Travis Langdon is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at LPL Financial, LLC and Woodbury Financial Services Inc. Langdon is president of Langdon Financial, an S Corporation providing financial services. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multiple managed account options.

Ross Demmerle is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 31 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 20 years before joining Robert Baird in 2019. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

David Bates IV is a CFP®-certified financial advisor with Ameriprise in Louisville, KY, bringing 33 years of industry experience. He has been with Ameriprise since 2005 and is involved in a family cattle business alongside his advisory work. Bates also serves on the board of Shaker Village of Pleasant Hill and plays guitar and mandolin in an acoustic band. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through a collaborative approach involving centralized analysis and non-discretionary implementation.

Jason Magar is a financial advisor with LPL Financial in Louisville, KY, holding CFP® and Series 66 credentials and bringing 19 years of industry experience. He previously worked for Securities America, Inc. for 10 years. Outside of his advisory role, he serves as COO of GivApp LLC, a software and technology company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, participant-level retirement advice, and institutional platforms.

Michael Joksimovic is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, and New England Securities. Outside of advising, he serves as a board member of the Elizabeth L Joksimovic Foundation and owns BlueCap Financial LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms, access to third-party advisers, and proprietary model strategies under Founders Gate Capital.

Grant Corley is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jackson National Life Distributors LLC for nearly nine years before joining OSAIC in 2021. Corley serves as a board member of the Hurstbourne Green Council of Co-Owners, participating in the maintenance of the condominium complex. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach involves model-based asset allocation, portfolio optimization, and a range of managed account programs supported by multiple custodial and affiliated arrangements.

William Giesler is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has a background that includes roles at Southern Glazers Wine & Spirits, Golf Headquarters, and the University of Southern Indiana. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection, internal research, and a mix of active investment strategies.

Logan Alderson is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Total Quality Logistics, Truist Financial, Rick Hendrick's BMW, and Franklin Bank and Trust. 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 and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Estes is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 46 years before joining Robert Baird in 2019. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research, manager selection, and technology tools including artificial intelligence in client advice.

Tersia Stroupe is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding a Series 63 designation and 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Christopher Scanlan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various branches of JPMorgan Chase since 2013. Scanlan is based in New Albany, Indiana. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research and includes access to derivatives and commodities capabilities.