Click this link to hear from Mark 

Mark brings 33 years of experience as a Financial Advisor at Baird and is a member of the Chairman's Council at Baird. He received his bachelor’s degree in accounting and graduated summa cum laude from the University of Kentucky. His prior experience includes working at Coopers & Lybrand, where he held his CPA license. Mark and his wife, Missy have been married for 32 years and they have 3 children: Matt, Michael and Caroline. Matt and Michael both work on the Liston team.

Click this link to hear from Matt

Matt, the son of Mark Liston, joined Baird in 2020. Matt graduated from the University of Kentucky where he played 4 years of college golf while earning a degree in Finance and a minor in Coaching. At UK, Matt met his wife, Emma, and they have been married since 2023. Since then, Matt and Emma welcomed their son, Baker. Matt is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and is also licensed with the SIE, Series 7, Series 66, Life Insurance, and Health Insurance. Outside of work, Matt enjoys playing golf, watching football, and is an avid Kentucky sports fan.

Click this link to hear from Michael 

Michael, also the son of Mark Liston, has been with the Liston Group for 4 years, having interned with the team before officially joining the Liston team.  Michael graduated from St. Xavier High School in Louisville and was a 4 year basketball player.  He went on to attend the University of Kentucky where he graduated with a degree in finance.   Michael is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and is also licensed with the SIE, Series 7, Series 66, Life Insurance, and Health Insurance.  Outside of work, Michael enjoys hunting, watching sports, and relaxing with family and friends. 

Click this link to hear from Carla

Carla has 31 years of experience in the industry and has been with the Liston Group for the last 22 years. She has her bachelor’s degree in marketing from McKendree University. Carla is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and is Series 7, 63, 66, 9, and 10 licensed. She serves as a financial planner on the Liston team, assisting clients in planning and preparing to reach their financial goals at all stages of life.  She also assists with health insurance, Medicare, and Social Security needs especially as clients near retirement.  Outside of the office, she enjoys spending time with her family and friends.

Click this link to hear from Ryan

Ryan joined Baird in November of 2021. Ryan graduated from the University of Alabama with degrees in Finance and Business Management and a minor in Entrepreneurship.  Ryan is a CERTIFIED FINANCIAL PLANNER™ and is also licensed with the SIE, Series 7, Series 66, Life Insurance, and Health Insurance. In his role as a financial planner on the Liston team, he assists clients in planning and preparing to reach their financial goals at all stages of life.  The includes retirement, estate, and tax analysis.*   Outside of the office Ryan enjoys playing golf, watching football, and spending time with family and friends. 

*Baird does not offer tax or legal advice. 

Click this link to hear from Michelle

Michelle joined the Liston Group in 2024 as a Client Assistant. She is a graduate of the University of Louisville with a degree in communication art and design. Michelle serves as a point of contact for our clients and helps serves them in any way needed. She is SIE certified and working towards being fully registered. In her free time, Michelle enjoys running, reading, and playing pickleball

Click this link to hear from Lori

Lori is a Registered Client Specialist and has been with the Liston Group for 25 years. Lori handles day to day activities, rollovers,  and is the main point of contact for our clients. She is dedicated to serving our clients while ensuring the upmost integrity. She is Series 7 and 63 licensed. Lori is a Louisville native and enjoys watching UofL sports and spending time with her family and three grandchildren. 

Click this link to hear from Ann

Ann is a Senior Client Specialist and joined the Liston Team in July, 2021. Ann has been in the financial services industry for 32years and is Series 7, 63, 66, and 9/10 (formerly Series 8) licensed. She graduated from Georgetown College and University of Louisville School of Law.  Ann's primary responsibility is assisting with estates.  Outside of work, Ann enjoys gardening, volunteering with an equine therapy program and playing with her two dogs.

Click this link to hear from Amy 

Amy  joined the Liston Group team in the fall of 2020. Amy has a marketing degree from Miami University in Oxford, Ohio. Her primary responsibilities for the Liston Group center around marketing, client relations, and database management. She is also licensed with the SIE, Series 7, Series 66, Life and Health Insurance.  Amy and her husband Rick have 3 children and she enjoys cooking, playing pickleball, and spending time with her family and friends.  

Daniel joined Baird in March of 2026.  He works closely with clients to help support their financial goals and overall client experience. He graduated from Austin Peay State University with a degree in Business Management, where he was a member of the men’s golf team. Daniel is licensed with the SIE, Series 7, Series 63, and Series 65. In his free time, he enjoys playing golf, watching sports, and spending time with family and friends.

Michael joined the Liston Group in the fall of 2025. Bringing 15 years of experience in the financial industry, he leverages his expertise to deliver exceptional service and solutions for clients. He is licensed with the Series 7, Series 63, Series 65, along with an MBA from Purdue University.  Outside of the office, Michael enjoys spending time with family and friends and is always seeking his next great adventure.