Samuel Hatfield is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, Horizon Wealth Management, and Fisher Investments. Outside his advisory work, he is involved in managing short-term rentals of portions of his primary residence. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charitable organizations. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization with options for discretionary and advisor-managed strategies.

Jessica Edwards is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities LLC, Charles Schwab, and Park Avenue Securities. Outside of her advisory role, she serves as a contractor for the Louisville Metro Office of Housing. Robert Baird & Co.’s DDK Group, where Edwards is based, advises a wide range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Joel Nierman is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 credentials and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as Secretary of the Southern Indiana Estate Planning Counsel, assisting in planning and coordinating monthly meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Michael Holland is a financial advisor at Robert Baird & Co. with 13 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019. Holland has also been associated with JJB Hilliard WL Lyons LLC since 2012 and is involved with LifeGate Church. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, employing both manager-traded and model-traded strategies along with internal research tools, including artificial intelligence.

Rebecca Konkle is a financial advisor with Edward Jones in Jeffersonville, Indiana, holding CFP®, Series 63, and Series 65 designations and bringing 15 years of industry experience. She previously worked at Wells Fargo Advisors and Axiom Financial Strategies GRP/Lion St Fin/Spring St Solutions. Konkle serves as Board President for Habitat for Humanity Clark & Floyd Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and a large national network of advisors and branch offices.

Meta Burris is a financial advisor at Edward Jones with a Series 66 designation and two years of experience in the industry. Prior to joining Edward Jones, Burris worked for 11 years at Lowe's Home Improvement in a customer service role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as its fiduciary standard and additional services such as trust capabilities and securities-based lending.

Tina Foster is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent nine years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market analysis methods.

Benjamin Arnold is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. Arnold has also been employed with Jefferson County Public Schools for over a decade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and investment consulting services supported by a nationwide adviser network and a range of portfolio management styles.

William Henderson is a CFP® with 26 years of experience in the financial services industry. He is currently with Raymond James & Associates and previously spent 20 years at PNC Investments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Stephen Wilkinson is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing nearly three decades of experience in wealth management and banking. He is committed to providing a positive client experience by focusing on listening carefully to clients and addressing their unique goals and concerns. Stephen specializes in areas such as college education planning, executive compensation, family wealth management strategies, and retirement income. Prior to joining Merrill Lynch in 2020, Stephen held financial advisory roles at PNC Investments for seven years and spent more than 15 years at Wells Fargo Advisors and River Valley Bank. He leverages Merrill research and portfolios to create diversified investment strategies tailored to clients’ risk tolerance, timelines, and liquidity needs, incorporating alternative investments when appropriate. Stephen also collaborates with clients' CPAs and attorneys to develop tax-minimization and estate planning strategies, and provides access to various lending options through Bank of America, N.A. Stephen holds a Personal Investment Advisor (PIA) designation and earned his high school diploma from Providence High School. He lives in New Albany, Indiana with his wife, Kelly, their two children, and their Golden Retriever. Outside of work, Stephen enjoys hiking, adventure sports, swimming, music, traveling, and spending time with his family. He is actively involved in supporting the University of Louisville Hospital Neonatal Intensive Care Unit and is dedicated to volunteering within his community.

Bradley Manthey is a financial advisor with LPL Financial in Louisville, KY, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Ameriprise from 2003 to 2007. Manthey is also president of BSM Consulting, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including advisory platforms that utilize model portfolios and third-party subadvisors.

Richard Sneed is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he is the founder of Good Samaritan, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure while maintaining oversight of its investment models.

Russell Cotton is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, Mr. Cotton is a managing partner of RichRussLLC, which seeks investment opportunities across various asset types, and serves on the advisory board of Saint Bernadette Catholic Church, where he reviews budgets and approvals for the church and school. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and government entities, offering non-discretionary financial planning and consulting supported by research and a range of portfolio management styles.

Frank Roccisano is a financial advisor with Morgan Stanley in Louisville, KY. He holds the Series 63 and Series 65 designations and has 32 years of industry experience, including 15 years at Morgan Stanley Smith Barney. Outside of his advisory role, he is a partner at Bellavita LLC, a property management business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, and it offers various investment and planning solutions through its network of financial advisors.

James Wagner is a financial advisor with LPL Financial in New Albany, IN, holding Series 63 and Series 65 licenses with 40 years of industry experience. He previously worked for Waddell & Reed, INC. and various insurance carriers associated with W & R Insurance Agencies for 35 years. Wagner is also engaged in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Lian Gu is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Woodforest National Bank, and East West Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and includes broader derivatives and commodities capabilities.

Christian Rojas is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program delivers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Sarah Curtis is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2022. Prior to joining Morgan Stanley, she was employed at Clarus and Solution Source Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and modeling techniques.

Lori Rupe is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 66 licenses and 33 years of industry experience. She has worked at Raymond James since 2018, following prior roles at Wells Fargo Clearing and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles and affiliated research.

Jaclyn Barker is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Robert Baird since 2019, previously serving at Hilliard Lyons. Barker is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.