Zachary Stuck is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) affiliated with Morgan Stanley, with 10 years of industry experience. His prior roles include positions at Nationwide Securities, GWFS Equities, and Northwestern Mutual. Outside of financial advising, he is a partner in an event planning company, Chloe's Wedding Concepts, LLC, and in Stuck & Company LLC, a business involved in real estate and other activities. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with various investment and private fund relationships.

Paul Fetter Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also serves as president of CTA Services, Inc., a CPA enrolled agent firm providing tax preparation and accounting services. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, delivering solutions tailored to client objectives across multiple platform arrangements.

Jimmy Johnson is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Stock Yards Bank, U.S. Bancorp Investments, and TIAA-CREF. Johnson serves as a volunteer subcommittee member for the nonprofit Kentuckiana Friends of V, assisting with finance-related tasks. 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 institutional entities. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Melissa East is a Series 66-licensed financial advisor with Morgan Stanley in Louisville, KY, where she has worked since 2012, accumulating 16 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and advanced planning tools, managing approximately $2.74 trillion in client assets.

Chase Porter is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he held positions at BB&T Securities, BB&T Bank, and BB&T Investment Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Yash Ghiya is a financial advisor with UBS Financial Services in Chicago, IL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America Merrill Lynch, Inflection Advisors Inc., and Shaip.ai. Outside of finance, he writes blogs and brochures for Mediscribes, Inc., a medical transcription company. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a range of services including fee-based financial planning, portfolio management, and capital markets activities.

Sydney Marquette is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and less than one year of industry experience. Prior to joining Baird, Sydney has held roles at Blue & Co., LLC, and has been involved with Strong Hold Productions, LLC. Outside of finance, Sydney has experience working with the Newman Center/Holy Spirit Parish and the Upper Highlands Swim Club. Sydney is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and tax-managed investment strategies, supported by internal research and a mix of discretionary and model-traded solutions.

Carl Heesemann is a financial advisor at Robert Baird & Co. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, following nine years at J.J.B. Hilliard, W.L. Lyons, LLC. Heesemann is part of The DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct indexing.

Joshua Stewart is a Series 66-credentialed financial advisor with Edward Jones in Louisville, KY, with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on the board of the Fern Creek Chamber of Commerce and currently holds the position of Board President, assisting with planning community events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Michael Melloy is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Ricoh. He also operates Melloy Group Financial Coaching, which he has run since 2019. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a broad range of brokerage and advisory services through an extensive network of affiliated advisors and platforms.

Todd Twyman is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, Twyman serves as a FINRA arbitrator in an independent contractor capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment modeling techniques.

London Smith is a financial advisor with Merrill and holds Series 63 and Series 65 credentials. He has 28 years of industry experience and has worked at Merrill since 2009 and Bank of America, N.A. since 2013. Outside of his advisory role, Smith is a co-owner of a for-profit S-corporation called Guiseppi & Dom Inc, which operates under the name Come Back Inn. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individual and institutional clients.

Francisco Arcos Jaramillo is a Planning Consultant at Fidelity Investments. In this role, he partners with clients to build financial plans tailored to their needs and prioritizes their goals. He aims to understand each client's objectives and utilizes the resources at Fidelity to develop strategies and long-term plans toward retirement. He focuses on building long-lasting relationships of trust with his clients as they work through various life and financial milestones. Francisco has held several positions in the financial services industry. Before becoming a Planning Consultant in 2023, he was a Relationship Manager at Fidelity Investments from 2022 to 2023. He also worked as a Senior Client Service Associate at UBS Financial Services from 2020 to 2022, an Investment Service Specialist II at Edward Jones from 2018 to 2020, and a Registered Representative at Edward Jones from 2017 to 2018.

Seth Smith is a financial advisor at Ameriprise in Louisville, KY, holding a Series 66 designation. He has been with Ameriprise since 2026 and has prior experience at Equitable Advisors, Encore Wealth Management, as well as in the hospitality industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service offering tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes proprietary investment research and algorithmic tools, and it operates within a defined investment ecosystem.

Robert Walsh is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes nine years at Raymond James & Associates before joining Ameriprise. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, supported by algorithmic automation and oversight committees.

Sean Lydon is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at Cetera Investment Advisors LLC since 2026. Lydon also serves as a financial professional at Cape Investment Management and has a background in pharmaceutical distribution and healthcare systems analysis at McKesson. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment strategies.

Jason Walters is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julie Jones is a financial advisor with Wells Fargo Clearing in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she works as a receptionist at an assisted living facility. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Donna Seibert is a financial advisor at Robert Baird & Co. with over 30 years of industry experience. She has held positions at Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. since 1982 and has been with Robert Baird & Co. since 2019. She holds the Series 63 designation. 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, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and manager selection processes.

George Brakmeier IV is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He has been affiliated with Cambridge Investment Research and related entities since 2005. Outside of advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple platforms, incorporating both proprietary models and outside strategists.