Steven Lowell Smith

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.

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.

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 credentials and 17 years of industry experience. He worked at Edward Jones for eight years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and emphasizes model portfolios, third-party subadvisors, and customized strategies.

Kaylee Adams is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones in 2023, she worked for eleven years at Vienna High School. She serves as a board member for the Southern 14 Workforce Investment Board, Inc. and owns Roaming Arrow Photography, a photography business based in Simpson, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Melissa Crow is a financial advisor with Osaic Wealth, Inc. She holds the Series 63, 65, and 66 licenses and has one year of industry experience. Before joining Osaic and its affiliated DBA, CAVU Wealth Advisors, she worked in the truck and trailer sales industry and spent eight years in education. Outside of finance, she helps operate and manages a family-owned hunting outfitting business in Carmi, Illinois. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools and third-party platforms to construct portfolios tailored to clients’ risk tolerances and investment goals.