Bryce Gartman is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked with Marcum Benefit Group, MBG LLC, Principal Securities, and Principal Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network through various investment platforms and combines advisory services with a broad range of non-advisory financial activities.

Lee Cunningham is a Series 66-licensed financial advisor with Morgan Stanley in Louisville, KY, with five years of industry experience. Prior to joining Morgan Stanley, Cunningham worked at UBS Financial Services and BlackRock Investments. His background also includes roles at Duke University’s Fuqua School of Business and Rice University. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and analyses.

Michael Brzezinski is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities and BLVD Private Wealth. Based in Louisville, KY, he has been with Robert Baird & Co. since 2025. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management including separately managed account programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Michael Gross is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at MoneyLife Partners, Fortune Financial Services, and Bluegrass Capital Advisors. Outside of his advisory work, he serves on the boards of the Persimmon Ridge Homeowners' Association and Whitefield Academy in Louisville, KY. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Winthrop Stites is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Robert Baird & Co. in 2019, he worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 38 years. He serves as co-trustee for family trusts and participates in several investment clubs as a member and advisor. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm combines manager-traded, model-traded SMA strategies, and tax-management tools, with ongoing oversight by in-house investment professionals.

Chad Albers is a financial advisor with Edward Jones in New Albany, IN, holding CFP® and ChFC® designations. He has eight years of industry experience, including prior roles at Northwestern Mutual and Centerstone. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Rachel Huennekens is a financial advisor at Morgan Stanley in Louisville, KY, with eight years of industry experience. She holds a Series 66 designation and has previously worked at RBC Capital Markets, LLC and Washington Gold and Country Club. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a comprehensive investment approach, offering services both directly and through corporate agreements.

Drew Lacey is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2015. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG criteria within eligible strategies.

Benjamin Weible is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He previously worked at Stifel for 11 years before joining Raymond James in 2026. Based in Louisville, KY, he provides advisory services within a large institutional firm. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Karen Lincks is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Morgan Stanley and Wells Fargo Clearing. Outside of her advisory role, she is an Independent Beauty Consultant with Mary Kay Cosmetics. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, relying on a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Carol Heil is a financial advisor at Raymond James & Associates with 29 years of industry experience. She previously worked at Merrill and Bank of America, Na, before joining Raymond James in 2024. Heil serves on the investment committee of Southeast Christian Church, where she provides general market overviews and asset allocation ideas for church pension funds. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by comprehensive research and multiple portfolio management strategies.

Livia Sullivan is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has worked previously at Hoosier Hills Credit Union and French Lick Resort and Casino. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and an extensive affiliate network.

Kristin Rowan is a financial advisor at Morgan Stanley with 22 years of industry experience. She previously worked at UBS Financial Services from 2004 to 2026. Rowan holds Series 63 and Series 66 licenses and is based in Louisville, KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Gregory Nash is a financial advisor with Edward Jones in New Albany, Indiana, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns and oversees maintenance for a real estate business, KASH Enterprises, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 advisors. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carrie Baker is a financial advisor with LPL Financial in New Albany, IN, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her prior work includes positions at Grace Financial Services, Principal Securities, Principal Life Insurance Company, Geneos Wealth Management, J.P. Morgan Securities, and Chase Investment Services. Outside of her advisory role, she owns a home-based business called From the Ground Up Homestead. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

Gavin Mc Larty is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding a Series 66 designation and two years of industry experience. Prior to joining Baird, he held various roles at the University of Southern Indiana, Kroger, and Oldham County High School. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services with a focus on manager-traded and model-traded strategies, tax management, and ongoing investment research.

Blake Wetzel is a financial advisor at Robert W. Baird & Co. in Louisville, KY, holding a Series 66 designation with experience spanning several roles since 2019, including seven years at Kroger and positions within Baird and ECP Business Capital. He has been with Baird since 2025. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Clark King is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with 15 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for eight years before joining Robert Baird & Co. in 2019. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—as well as corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services supported by internal research, manager selection, and advanced tools including artificial intelligence.

Jonathan Henson is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation. He joined Robert Baird & Co. in 2024 and has prior experience at Republic Bank & Trust Company. His background includes several years as a full-time student. 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, and institutional clients with tailored financial planning and portfolio management services.

Ricky Crabtree is a Certified Financial Planner (CFP®) with over 31 years of experience, currently serving at Morgan Stanley in Louisville, KY. He has worked with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.