Alan Drew Heckert

David Dodd, CFP®, CKA®, specializes in guiding Christians over the age of 50 towards two main goals: To Retire Successfully and Steward Well. As both a Certified Kingdom Advisor™ and a CERTIFIED FINANCIAL PLANNER™, David ensures your financial strategies reflect your Christian values and aim for the best return on your life. Based in Mount Vernon, IN, David Dodd Financial Planning serves clients in the Evansville area, Southern Illinois, and virtually nationwide. Our Services Include: • Retirement Income and Investment Management • Tax, Insurance, and Estate Planning • Social Security and Medicare Education • Charitable Giving Strategies David operates on a unique transparent FLAT FEE basis, eliminating conflicts of interest typical in percentage-based fees. This approach ensures his advice serves your best interests, fostering wealth growth without increasing fees. Unlike traditional fee-only advisors, we don't charge a percentage of the assets we manage, thereby avoiding incentives to take unnecessary risks or discourage prudent financial actions. Experience Our Services With a Free Retirement Assessment: Start with a no-obligation 20-minute call to determine compatibility, followed by a discovery meeting to outline your goals. The process concludes with a personalized • Retirement Assessment addressing: 1. Retirement readiness 2. Tax reduction strategies 3. Investment improvements David is committed to building lasting relationships and guiding clients toward a rewarding retirement, aligning with Matthew 25:21, "…Well done, good and faithful servant... Enter into the joy of your master." Disclosure: The Other 90 Financial, LLC is registered in Indiana and Illinois. This material is for informational purposes only and does not constitute tax, legal, or accounting advice.

Steven Smith is a financial advisor at StoneX Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Quest Capital Strategies, Interactive Financial Advisors, and Edward Jones. In addition to his role at StoneX, he owns Steven Smith Financial, where he provides financial services, investment advisory, insurance, and individual tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and annuity allocation. The firm utilizes a combination of independent advisors, proprietary models, and third-party money managers across multiple platforms to implement customized investment solutions.

Ryan Kelley is a financial advisor with Fifth Third Securities, Inc. in Mt Vernon, Indiana. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 16 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutions. The firm combines multiple managed-account programs with features such as direct indexing and tax-overlay services, and benefits from its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

Daniel Cathro is a CFP®-certified financial advisor with Edward Jones in Mt Vernon, IN, bringing four years of industry experience. Prior to joining Edward Jones in 2022, he worked for Comcast and Cafe Zupas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Ryan Hubert is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2021. Prior to his advisory career, he worked at Hoosier Heights Country Club for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers services under a fiduciary standard.

Donna Bolin is a Series 66-credentialed financial advisor with Edward Jones in Mt Vernon, IN, bringing a total of 27 years of industry experience. She has been with Edward Jones since 1999. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.