Edward Engler is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, holding Series 63 and Series 66 credentials with 20 years of industry experience. He has been with Fifth Third Securities since 2016. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a range of investment strategies and affiliated entities.

Michael Gosney is a CFP® and Series 66-licensed advisor at Mariner with 13 years of industry experience. He worked at Martin Financial Group from 2011 to 2019 and has been with Mariner Wealth Advisors since 2019. Outside of his advisory role, he serves as board treasurer for the Tau Kappa Epsilon Fraternity in New Albany, IN, overseeing board financials and scholarship accounts. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized family office and financial wellness solutions.

Martin Wissing is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and bringing 26 years of industry experience. His career includes roles at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC before joining Private Advisor Group and operating Wissing Wealth Management since 2014. He is also involved in renovating and reselling properties in Louisville, KY. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm operates a fiduciary-based advisory model, utilizing a variety of strategies and third-party managers to tailor investment solutions for clients.

Jacob Gammon is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined both firms in 2025. Prior to that, he worked at Truist Securities and Truist Financial from 2014 through 2025. Fifth Third Securities, Inc. serves a diverse clientele including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers multiple investment program options on its Passageway Managed Account platform, combining third-party portfolio managers with a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Joseph Milas is a financial advisor at Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and began his advisory career in 2026. Prior to joining the firm, Milas has experience in the logistics and trucking industries, as well as service in the United States Army. Outside of finance, he is involved with Racing River Land and Logging LLC. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Ryan Churchill is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Jefferson County Public Schools for nine years. In addition to his advisory work, he recruits and trains insurance agents and is appointed to write Medicare supplement and various insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Todd O Daniel is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at International Assets Investment Management, International Assets Advisory, Strategic Wealth Designers, and TWC/Charter Communications. Outside of advisory work, he owns OD Center, LLC, a commercial property business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to manage portfolios with mutual funds and ETFs, primarily serving employees of PNC Bank.

Joshua Johnson is a CFP® and Series 65-registered financial advisor with four years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Evernest Financial Advisors, Cerity Partners, and ARGI Investment Services. Prior to his advisory career, he spent four years at Cedarville University and four years at Johnson Academy. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Stacey Stivers is a financial advisor at Ameriprise Financial Services with 20 years of industry experience. She holds a Series 63 designation and has previously worked at Raymond James & Associates and UBS Financial Services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, including written recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Robert Crady III is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons LLC for ten years before joining Robert W. Baird in 2019. Crady serves as a finance committee member for the Cabbage Patch Settlement House, assisting with budgeting and meetings with money managers. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pension plans, corporations, and charitable organizations. The group offers a range of investment management strategies including discretionary and non-discretionary portfolios, separately managed accounts, and overlay services, with capabilities extending to municipal advisory and public finance.

Billy Thomas is a financial advisor at Edward Jones with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985 and holds Series 63 and Series 66 licenses. 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 manages approximately $1.01 trillion in assets under management.

L Speiden Jr. is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. Prior to joining Baird, he worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2016 to 2019. He participates on the finance committee of KMAC, a nonprofit organization in Louisville. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Sam Ellington is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2020. Prior to joining Baird, he worked at PNC Wealth Management and Hilliard Lyons Trust Company. He serves on the Investment/Finance Committees and acts as Treasurer for the Kentucky Science Center and Volunteers of America Mid-States. 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 using a range of portfolio management and financial planning services. The firm combines manager-traded and model-traded SMA strategies with tax-management and direct-indexing, supported by internal research and portfolio oversight.

Angela Lueke is a financial advisor with Robert Baird & Co. in Georgetown, Indiana, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent over two decades with J.J.B. Hilliard, W.L. Lyons, Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

Nicholas Tompkins is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with nine years of industry experience. He has worked at Robert Baird & Co. since 2019, following previous roles at JJB Hilliard Lyons W L Lyons and JJB Hilliard WL Lyons LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides financial planning, portfolio management, and brokerage services, tailoring investment strategies to client goals and risk tolerances through a mix of in-house and third-party managers.

John Craddock is a CFA® charterholder and Series 63 licensed financial advisor with three years of industry experience. He is currently with Robert Baird & Co., having previously worked at Baird Trust, Kentucky Farm Bureau, PNC, and Invesco. John is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies and overlay services.

William Mc Clure is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, Cerity Partners, ARGI Investment Services, Indiana University Southeast, and Faurecia. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services, including financial planning, portfolio management, and separately managed accounts, supported by internal research and investment tools.

Charles Eisenmann is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at LPL Financial since 2009 and previously at UBS Financial Services and J.J.B. Hilliard, W.L. Lyons, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Dallas Polk is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank NA since 2011. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis while clients retain final decision-making authority.

Beth Overbey is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Baldwin CPAs and Cambridge Investment Research Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement income planning advice. The firm’s approach includes algorithm-driven analysis and emphasizes tax-aware withdrawal strategies within a defined investment universe.