Hayden Hass is a financial advisor at LPL Financial based in Louisville, KY. He holds the Series 66 designation and has recently begun his career in the industry. Outside of advising, he has experience working with U.S. Soccer from 2017 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Julie Occhiato is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her prior roles include positions at Merrill and DCCS LLC. She is based in Louisville, KY. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Rachel Smith is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and 23 years of industry experience. She has worked at multiple Morgan Stanley entities since 2007 and has been associated with the University of Louisville since 2002. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Christian Stewart is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Chase Bank, PNC Bank, and various educational institutions. Stewart also serves in the United States Army Reserves. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, integrating strategic asset allocation and tax-aware options.

Heather Thompson is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member for Free the Innocent, Inc., a humanitarian nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Todd Davidson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Charles Schwab. Outside of his advisory role, he is an owner and partner of A&L Investments LLC, a business that manages a single-family rental property. J.P. Morgan Securities provides institutional consulting services to clients such as 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 brokerage, distribution, and investment management capabilities.

Max Guenther is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of advising, Guenther is the owner of MTG Capital, an LLC involved in owning real estate. 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 nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Tracy Harper is a Series 66 licensed financial advisor with Morgan Stanley in Louisville, KY, bringing 13 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2019 to 2021 and has been with Morgan Stanley since 2005, including her current tenure starting in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning and wealth management. The firm employs structured planning tools and advisory processes but does not provide individual security recommendations as part of its standalone planning services.

Robert Allison Jr. is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Waddell & Reed and various insurance carriers affiliated with W&R Insurance Agencies. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting diverse investment strategies and leveraging operational technology.

Amanda Caffee is a financial advisor at Ameriprise in Louisville, KY with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2015. Outside of her advisory role, she works as a paraplanner and client services assistant for Heick, Hester, Smith & Associates LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that focuses on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes asset allocation analysis, adaptive withdrawal strategies, and Social Security claiming options, operating within a product ecosystem influenced by affiliated investment options and distribution arrangements.

Joshua Garcia is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Purdue Federal Credit Union and has a varied background including roles at Potts Construction, Purdue University, Walmart Corporation, and Señor Tacos. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and various institutional entities. The firm primarily uses model-driven investment portfolios and offers access to third-party asset managers and insurance products through affiliated entities.

Suzanne Shearer is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and previously worked at PNC Investments and PNC Bank. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct relationships and corporate financial planning agreements.

Donald Hook II is a financial advisor with OSAIC in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He worked at Securities America Advisors and Securities America Inc. for 15 years before joining OSAIC in 2024. Outside of his advisory role, he volunteers at the White Flag Homeless Shelter and serves as Vice President on the council of St. Marks UCC Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of asset-allocation tools and supports multiple investment platforms, including third-party money managers and unified managed accounts.

Melissa Eskridge is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked for over a decade at Craig Johnson Dental Care. Edward Jones is a full-service wealth management firm serving more than 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 across the United States.

Patrick Strehl is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held positions at Bank of America and Merrill. Outside of his advisory role, he is president and owner of Strehl Investment Corporation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses used to guide client decisions.

Melissa Mc Hagan is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Ameriprise and Chittick Insurance. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis to tailor advice.

Daron Van Vactor is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 12 years of industry experience. He previously worked at JJB Hilliard WL Lyons LLC before joining Robert Baird in 2019. Van Vactor serves as a board member and participates on the investment committee of the Speed Art Museum. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base, including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Mark Hainer is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2014. Outside of his advisory role, he serves as CFO for RuffleGirl INC, an online retail company. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning methodologies developed by its Investment Strategy Group.

Holly Kiper is a financial advisor with Osaic Wealth, Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Parkland Securities, LLC since 2014 and owns Kiper Wealth Advisors, a sole proprietorship that provides insurance quotes and services. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to create tailored portfolios across multiple asset classes.

Amy Winstead is a Series 66-licensed financial advisor with Stifel in Louisville, KY, where she has worked since 2007. She has 26 years of industry experience. Outside of her advisory role, she owns No Scraps Left Behind LLC, a business focused on cleaning, repairing, buying, and selling vintage sewing machines, and has served as a poll worker and election officer for the Jefferson County Clerk's Office. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.