Emily Winter

Cory Wahl is a financial advisor with Eagle Strategies (NY Life) holding Series 66 and Series 63 designations and has three years of industry experience. He has worked at Eagle Strategies, Wahl Financial LLC, NYLIFE Securities LLC, and New York Life Insurance Company since 2022. Prior to his financial services career, he spent seven years in academia at the University of Missouri-St. Louis and Texas A&M University-Corpus Christi. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and fiduciary responsibilities, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonathan Scheer is a financial advisor with Edward Jones in Tell City, IN, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory role, he serves as a trustee at Emmanuel Lutheran Church in Tell City. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branches, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Trennis Xanders II is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and overlay services, supported by a large national network of advisors and branch offices.

Seth Windell is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the Series 66 designation and has served on the Santa Claus Town Council for 10 years. He has been affiliated with Raymond James Financial and its related entities since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Katherine Sigler is a financial advisor with Raymond James Financial in Santa Claus, Indiana, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, she worked in the hospitality and office sectors. Sigler also works as an independent contractor with Windell Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Mallory Cochenour is a financial advisor at Edward Jones in Tell City, Indiana, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.