FEI LOUISVILLE
Silver Partners
Select a company logo or scroll to learn more
What makes Baird different from many financial firms began with our founding in 1919 and Robert Baird’s understanding that our business was fundamentally about trust, partnership and building better futures for our clients and the communities we share.
What we call The Baird Way represents the responsibility that comes with that understanding and our confidence that it brings out our best in everything we do. It is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our Mission:
To provide the best financial advice and service to our clients and be the best place to work for our associates.
That’s The Baird Way.
Contact Info
John Gordinier
Director
Private Wealth Management
W:(502) 896-5791
C: (502) 797-7011

Jesse L. Ryan
Financial Advisor
Private Wealth Management
W: (502) 420-1429
C: (502) 418-9076
Baldwin Wealth Partners believes that integrity, diligence, and independent thinking form the foundation of a principled and sustainable wealth management relationship. As an independent wealth management firm founded in 1974, Baldwin Wealth Partners has built upon these principles to redefine the client experience through highly personalized attention, crafting portfolios and strategies that reflect each individual’s or family’s unique perspective. The firm’s approach results in investments that make meaningful impacts on clients’ financial futures, the next generation, and the broader world.
Contact Info
Baldwin Wealth Partners333 E. Main St.Louisville, KY 40202
John Prys CFA, CPA, CMT
Managing Director/ Lead Advisor
W: 774-779-6024
Bank of America provides people, companies and institutional investors the financial products and services they need to help achieve their financial goals at every stage of their lives. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world.
Contact Info
Bank of America 101 Bullitt Ln., 2nd FloorLouisville, KY 40222
Shirley Morejon
Market Executive - Global Commercial Banking
W: 727-519-6241
Emma Webb
Assistant Vice President
W: 615-906-0382
Crowe LLP is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services.
Contact Info
Crowe 9600 Brownsboro Rd # 400, Louisville, KY 40241
Phone: (502) 326-3996
Lara Thompson
Tax Partner
W: â€502- 420-4463
Patrick Higgins
Senior Manager
W: (502) 420-4403
Dean Dorton Allen Ford, PLLC (Dean Dorton) provides an integrated suite of audit, tax, business management, consulting and technology solutions to companies throughout the region, nationally, and internationally. The firm helps clients strategize, adapt, and change in every stage of business, from startup to growth and proper succession planning. Dean Dorton emphasizes smart technology, leading a cloud revolution of financial, operational, and compliance tools that are transforming the way companies do business. For more information, visit deandorton.com
Contact Info
Dean Dorton435 N. Whittington Pkwy Suite 400Louisville, KY 40222Phone: (502) 566-1005
Lance Mann, CPA, CFE, CGMA
Louisville Market Leader and Assurance DirectorW: (502) 566-1005
Melissa Hicks, CPA
Tax Director
W: (502) 566-1093
ERAGROUP (ERA Group) is a global cost management and optimization consultancy founded in 1992, specializing in reducing expenses for businesses by analyzing supplier relationships and internal processes to improve financial flexibility and competitiveness. They offer strategic advice and practical methods for cost reduction across various industries, utilizing a network of international and local experts with deep industry knowledge. Their services include benchmarking prices, managing supplier relationships, conducting tendering exercises, and integrating new suppliers to deliver tangible savings and opportunities for clients.
Contact Info
ERA Group614 Darnay Place, Louisville, KY, 40245(502) 608 9805
Larry Smith
Global Enterprise Partner
C: (502) 608-9805
Paula Kaeser
Consulting Partner
C: (502) 608-9805
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.
Contact Info
Forvis Mazars LLP101 South Fifth Street, Suite 3800, Louisville, KY 40202Phone: (502) 581-0435
Matthew Berrian
Managing Director
W: (502) 653-4406
Chris Meriwether
Managing Director
W: (502) 963-0810
Frost Brown Todd, a law firm with more than 500 lawyers across its eight-state footprint, offers a deep, talented roster of legal professionals. Committed to their clients, the firm leverages technical, industry and legal knowledge and hands-on experience to serve a diverse client base, from global multinationals to small, entrepreneurial companies.
Contact Info
Frost Brown Todd400 West Market StreetSuite 3200Louisville, Kentucky 40202-3363Phone: (502) 589-5400
James Giesel
Chair of Business Combinations and Capital Markets Practice Group
W: (502) 568-0307
Houchens Insurance Group (HIG) is the insurance and risk management subsidiary of Houchens Industries, the largest 100% employee owned (ESOP) company in the nation. HIG was originally founded in 1977 and is currently comprised of 10 offices throughout Kentucky, Tennessee, and Indiana. We have a rich history of providing employee benefits, property and casualty, and risk management services to clients throughout the region.
Contact Info
Houchens Insurance Group2550 Eastpoint Pkwy Ste 100Louisville, KY 40223
Phone: (502) 546-7118
Jamie Johnson
Employee Benefits Advisor
W: (502) 546-7118
C: 734-778-3415
Ashley Klein
Louisville Market Director
C: (502) 475-9244
MCF is a SEC registered investment advisor serving clients through two divisions: The Wealth Management division provides investment management and wealth advisory service to individuals, families and successful privately-owned businesses. Our experienced team members provide the leadership necessary for retirement and financial planning, business and succession planning, risk management, insurance planning, personal trust, tax and estate planning. The Institutional division is dedicated to creating successful retirement plan experiences for both employers and employees. Our process-driven solutions help protect employers from corporate and
personal financial liability, while increasing investment opportunities, and improving confidence in participant outcomes. MCF offers a proactive, high-touch service experience that shifts the conversation regarding retirement income potential from the participant to the plan sponsor.
Contact Info
MCF Advisors LLC4350 Brownsboro Rd. Ste.110Louisville, KY 40207Web: MCFAdvisors.com
Tim Gavin
Senior Financial Advisor
C: 859.392.1374
Jeff Jennings
Senior Financial Advisor
C: 859.967.0994
For more than 160 years, we have been committed to providing our clients with great service and powerful financial expertise to help them meet their financial goals. We are proud of our longstanding history of supporting not only our customers but also our communities, employees and shareholders.
Contact Info
PNC Bank101 South Fifth StreetLouisville, KY 40202Phone: (502) 581-4125
Bryan (William) Nusky
Sr. Vice President - Corporate & Institutional Banking
W: (502) 581-4969
Rhodes Bratcher
Commercial Banking Relationship Mgr.
W: (502) 581-6322
C: (502) 550-5829
For nearly 100 years, Prudential Private Capital has been partnering with a wide range of corporations, sponsors, and institutions to provide valuable insights and customized capital solutions. With regional teams in 15 offices around the world, we manage a portfolio of $98.6 billion for our partners (as of 3.31.23).
Contact Info
Prudential Private Capital180 N. Stetson Avenue, Suite 5600Chicago, IL 60601
David Quackenbush
Senior Vice President
W: (312) 540-4228
Drew Kleinrichert
Vice President
C: (317) 354-5119
) 540-4\\
At Republic Bank, we’ve dedicated ourselves to more than just banking. We’ve spent over 40 years building a reputation rooted in accessibility, innovation, exceptional service, and community involvement. Our mission has always been focused on helping our clients, associates, and communities thrive. From offering a variety of personal banking solutions to finding the commercial financing options that fit your business best, we’re devoted to building relationships with our clients to address their unique needs. Our commitment to partnering with you in your growth, your goals, and your future is tied directly to our success – because we can’t thrive unless you thrive!
Contact Info
Republic Bank 661 S. Hurstbourne PkwyLouisville, KY 40222502-420-1919
Chris Ochsner
Senior Corporate Banker
W: 502-420-1919
C: 502-836-5446
Eric Vorseth
Senior Commercial Banker
W: 502-329-4520
C: 502-767-8263
Founded in 1948, Robert Half is the world's first and largest specialized staffing firm and a recognized leader in professional consulting and staffing services. Robert Half also is the parent company of Protiviti®, a global consulting firm that provides clients with consulting solutions in finance, technology, operations, data, analytics, governance, risk and internal audit.
Contact Info
Robert Half9300 Shelbyville RoadSuite 920Louisville, KY 40222Phone: (502) 791-5051
Andrea Higgins
Division Director
W: (502) 412-0586
Barb Burridge
Vice President
W: (502) 200-6865
USI Consulting Group (USICG) has been delivering retirement consulting and administration services to organizations and their participants for over 45 years. We offer innovative solutions to mitigate risk, stay compliant and protect plan sponsors and fiduciaries with deep commitment to client satisfaction and delivering superior results.
Contact Info
USI Consulting Group435 N. Whittington Pkwy., Suite 250Louisville, KY 40222(502) 244-7828www.usicg.com
Wes Wickenheiser
Partner / Vice President & Senior Consulting Actuary
O: (502) 815-5182
VRC is a full-service, independent, global valuation firm that focuses exclusively on valuations that offer judgment beyond modeling. Since 1975, VRC has delivered supportable conclusions of value to domestic and international clients of all sizes, types and across all industries. We are a trusted partner to legal, tax and audit professionals.
Contact Info
Valuation Research Corporation312 Walnut St. , Ste. 1700Cincinnati, OH 45202(513) 579-9100
Larry Van Kirk
Senior Managing Director
W: (513) 579-3511
C: (513) 349-3334
Jacquelyn Marsac
Managing Director
W: (513) 579-3518
C: (513) 290-6479
