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 in Louisville, KY, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at Attention 2 Detailz and was involved with Board and You. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets through a large network of financial advisors.

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 26 years of industry experience. Prior to joining Robert Baird in 2019, Madden worked for 20 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of advising, Madden owns and manages a rental property through Foothold Enterprises, LLC. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research resources.

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.

Daniel Moyers is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cambridge since 2010. Prior to that, he was with Transamerica Financial Advisors for six years. Moyers serves as a board member for Pitt Academy and is president of Moyers Financial Services Inc., an independent insurance agency. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to various platforms, third-party advisers, and proprietary model strategies.

Kelsey Skorodziyevskiy is a CFP® with eight years of industry experience and currently works at J.P. Morgan Securities. She has held prior roles at firms including First Command Advisory Services, Bank of America, Merrill Lynch, and Edward Jones. Outside of financial advising, she is a member of VK Brands LLC, an e-commerce business focused on apparel sales. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, investment manager and fund searches, and customized performance reporting.

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 New Albany, Indiana, holding Series 63 and Series 65 licenses and with seven years of industry experience. Prior to her current role, she worked at the U.S. Census Bureau and has been involved in educational tutoring and translation work. She is the founder, vice president, and treasurer of the Saint Michael Foundation for Polyphony & Chant, a nonprofit organization. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies created by unaffiliated asset managers and offers limited discretionary separately managed account options.

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.

Ryan Antepenko is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 22 years of industry experience, including previous roles at INVEST Financial Corp and The Rosselot Financial Group, where he served as vice president and financial professional. He is also involved in a business referral service for business owners. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension plans and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, offering both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

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.