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.