Lisa Cross

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 with StoneX Advisors Inc. in Carmi, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms including Quest Capital Strategies, Interactive Financial Advisors, and Brooklight Place Securities. Since 2011, he has also operated Steven Smith Financial, providing financial services that include investment advisory, insurance, and individual tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm uses a variety of investment strategies implemented through advisor-managed portfolios, proprietary models, and third-party money managers.

Daniel Cathro is a financial advisor with Edward Jones in Mt Vernon, IN, holding CFP® and Series 66 designations and three years of industry experience. Prior to joining Edward Jones, he worked at Comcast and Cafe Zupas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

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.

David Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2020. Hughes is also involved with Grindstone Wealth Management LLC, a non-investment-related business entity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.

Kaylee Adams is a Series 66 licensed financial advisor with Edward Jones in Carmi, Illinois, bringing two years of industry experience. Before joining Edward Jones in 2023, she worked at Vienna High School for eleven years. Outside of her advisory role, she serves as a board member of the Southern 14 Workforce Investment Board, Inc. and operates a photography business called Roaming Arrow Photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.