Brandon Roop is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Donaldson Capital Management LLC since 2010. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct tailored income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciary services and institutional entities.

James Roberts is a financial advisor at Donaldson Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Donaldson Capital Management in 2025, he held various roles in technology and logistics firms. Donaldson Capital Management serves a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a model-driven investment approach using proprietary portfolio strategies and provides services such as investment management, financial planning, and retirement-plan fiduciary engagements.

Robert Quick is a financial advisor at Donaldson Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Apex Group Ltd., Gottco, the University of Evansville, and served in the United States Air Force for eleven years. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to manage income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciary services and institutional entities.

Matthew Effinger is a financial advisor at Donaldson Capital Management LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at USA Financial Securities and Hentrup Financial Group. Donaldson Capital Management serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment management through proprietary portfolio strategies and fiduciary services for retirement plans. The firm emphasizes a model-driven approach focused on dividend-paying equities and fixed income, combining pooled-vehicle management with retirement-plan services.

Matthew Bernhardt is a financial advisor at Donaldson Capital Management LLC with 12 years of industry experience. He holds the Series 66 designation and has been with Donaldson Capital Management since 2015. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and a combination of fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement plans, banking institutions, and insurance companies.

Bryce Turner is a financial advisor at Donaldson Capital Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Summit Financial Group and Northwestern Mutual. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes less-common institutional areas such as retirement-plan fiduciary services and sub-advisory roles for collective investment trusts.

Andrew Richmond is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with five years of industry experience. He has been with Donaldson Capital Management since 2017 and previously worked at Meuth ReNewvations while completing his studies. Donaldson Capital Management offers investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to tailor income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Matthew Wright is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with four years of industry experience. Prior to joining Donaldson Capital Management in 2021, he worked with Evansville Vanderburgh School Corporation and AstraZeneca/Bristol-Myers Squibb. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create portfolios tailored to income needs and risk tolerance, while also serving unique institutional clients such as retirement-plan sponsors and banking institutions.

Kira Vaal is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with six years of industry experience. She has been with Donaldson Capital Management since 2014. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement plans, banking institutions, and municipal plan sponsors.

Gregory Donaldson is a financial advisor with Donaldson Capital Management LLC in Evansville, IN, holding 27 years of industry experience. He has been with Donaldson Capital Management since 1994. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and a combination of fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciary roles and institutional entities such as banking and insurance companies.

John Keach is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with 12 years of industry experience. He has been with Donaldson Capital Management since 2012. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct portfolios tailored to clients’ income needs and risk tolerance, serving a diverse client base that includes retirement plans, banking institutions, and municipal sponsors.

Warren Ward is a Certified Financial Planner® at Donaldson Capital Management LLC with 26 years of industry experience. He previously worked at Wwa Investing & Planning for eight years prior to joining Donaldson Capital Management in 2024. Outside of his advisory role, Mr. Ward serves as an elder at First Presbyterian Church and coordinates the Jazz Series for the Columbus Indiana Philharmonic. Donaldson Capital Management provides investment management and financial planning services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a model-driven, proprietary approach focused on dividend-paying equities and fixed income, offering both discretionary and non-discretionary portfolio management along with fiduciary retirement-plan services.

Derek Riddle is a financial advisor at Donaldson Capital Management LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and SS&C Technologies. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciary services and institutional entities.

Jason Hall is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, with 15 years of industry experience. He has been with Donaldson Capital Management since 2014 and holds the Series 63 and Series 66 designations. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis, serving a diverse client base that includes retirement-plan fiduciary roles and institutional entities such as banking and insurance companies.

Zachary Chavira is a financial advisor with Donaldson Capital Management LLC in Evansville, IN, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at Donaldson Capital Management since 2017 and previously at Ameriprise Financial Services from 2015 to 2017. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct portfolios tailored to client income needs and risk tolerance, also offering specialized fiduciary services and sub-advisory roles to collective investment trusts.

Kyler Wagner is a financial advisor at Donaldson Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Donaldson Capital Management, he held positions at Fifth Third Bancorp, Enterprise Mobility, and several other companies in various roles. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct portfolios tailored to clients’ income needs and risk tolerances.

Donald Michael is a financial advisor with Donaldson Capital Management LLC, holding a Series 65 credential and 23 years of industry experience. He previously worked at IMC Advisors, LLC for 25 years before joining his current firm in 2026. He is also an officer of Irwin Management Company, Inc., an inactive family office with which he has been affiliated since 1977. Donaldson Capital Management serves individual and institutional clients, offering investment management, financial planning, consulting, and retirement-plan services. The firm employs a model-driven investment approach with proprietary portfolio strategies and provides pooled-vehicle management alongside retirement-plan fiduciary services.

Braden Herendeen is a financial advisor at Donaldson Capital Management LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at Lifetime Financial Growth and several academic and research appointments at IUPUI. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a range of clients including retirement plans and institutional entities.

Stephen Obenchain is a financial advisor at Donaldson Capital Management LLC with 16 years of industry experience. He holds the Series 66 designation and has been with Donaldson Capital Management since 2014. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct portfolios tailored to income needs and risk tolerance, serving a diverse client base that includes retirement-plan fiduciaries and institutional entities.

Blake Alsman is a CFP® and holds a Series 65 license, with 12 years of experience in the financial advisory industry. He has been with Donaldson Capital Management LLC since 2013. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm uses proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions and municipal plan sponsors.

Bryce Duncan is a financial advisor with Donaldson Capital Management LLC, holding a Series 65 designation. He has been with the firm since 2016. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to manage income- and growth-oriented portfolios, serving a range of clients including retirement plans, banking institutions, and municipal sponsors.

Matthew Markle is a CFP® professional with 15 years of industry experience, currently serving at Donaldson Capital Management LLC since 2008. He holds the Series 65 designation and is based in Evansville, IN. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and a combination of fundamental, technical, and statistical analysis, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Jody Littrell is a Series 65-licensed financial advisor with 12 years of industry experience. He currently works at Donaldson Capital Management LLC and previously spent 12 years at IMC Advisors, LLC. Donaldson Capital Management serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, foundations, corporations, and other business entities. The firm employs a model-driven investment approach with proprietary portfolio strategies focused on dividend-paying equities and fixed income, alongside financial planning, consulting, and retirement-plan services.

James Coursey Jr. is a financial advisor at Donaldson Capital Management LLC with a Series 65 designation and three years of industry experience. Prior to joining Donaldson Capital Management in 2022, he worked at Field & Main Bank from 2018 to 2022 and at Union University from 2014 to 2018. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies combining fundamental, technical, and statistical analysis, and serves a diverse client base that includes banking institutions, insurance companies, and state or municipal plan sponsors.

Christopher Decker is a financial advisor at Donaldson Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has been with the firm since 2021. Prior to joining Donaldson Capital Management, he spent four years in full-time education and one year in homemaking. Donaldson Capital Management serves individual and institutional clients, offering investment management through proprietary portfolio strategies that focus on dividend-paying equities and fixed income. The firm provides financial planning, consulting, and retirement-plan services, including fiduciary engagements, and manages collective investment trusts tailored to retirement plans.

Alan Van Cleef is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He has worked at Donaldson Capital Management LLC since 2023 and previously spent ten years at German American Bank. Donaldson Capital Management serves individual and institutional clients with a model-driven investment approach, offering proprietary portfolio strategies focused on dividend-paying equities and fixed income. The firm provides ongoing investment management, financial planning, and retirement-plan services, including fiduciary engagements and pooled-vehicle management.

Isaiah Dunham is a financial advisor at Donaldson Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes prior roles at Gibbs Die Casting and Northwestern Mutual. Outside of finance, he is a partner and passive owner of Parlor Doughnuts, a restaurant business operating in multiple locations. Donaldson Capital Management serves a range of clients from individuals to institutions, offering model-driven investment management through proprietary portfolio strategies and fiduciary retirement-plan services. The firm emphasizes dividend-paying equities and fixed income to meet clients’ income, risk, and growth objectives.

Ronald Patberg is a CFP® with 23 years of industry experience, currently serving at Donaldson Capital Management LLC since 2014. He is based in Evansville, IN. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, while also offering specialized retirement-plan fiduciary services and sub-advisory roles for collective investment trusts.

Alexander Spainhoward is a CFP® with nine years of industry experience, currently serving at Donaldson Capital Management LLC since 2019. He previously worked at Northwestern Mutual Wealth Management Company and Investment Services LLC from 2017 to 2019. Donaldson Capital Management serves individual and institutional clients, offering model-driven investment management through proprietary portfolio strategies and independent money-manager platforms. The firm provides financial planning, consulting, and retirement-plan services, with a focus on dividend-paying equities and fixed income to generate income or growth.

Sarah Moore is a CFP® and holds a Series 66 license with 17 years of industry experience. She previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2013 to 2018. Moore is based in Evansville, IN, and is currently with Donaldson Capital Management LLC. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and a combination of fundamental, technical, and statistical analysis to build income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Beth Dietsch is a financial advisor at Donaldson Capital Management LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Donaldson Capital Management since 2015. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement plans and institutional entities.

Suping Pan is a financial advisor at Donaldson Capital Management LLC with 19 years of industry experience. She holds a Series 65 designation and previously worked for IMC Advisors, LLC for 21 years. Donaldson Capital Management serves individual and institutional clients through investment management, financial planning, and retirement-plan services. The firm employs a model-driven investment approach featuring proprietary portfolio strategies and offers pooled-vehicle management alongside retirement-plan fiduciary services.

Jordan Whitledge is a Series 65-licensed financial advisor with Donaldson Capital Management LLC in Evansville, IN, where he has worked since 2022. He has four years of industry experience, including six years at Old National Wealth Management. Donaldson Capital Management serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans. The firm employs a model-driven investment approach featuring proprietary portfolio strategies focused on dividend-paying equities and fixed income, and it offers discretionary and non-discretionary investment management alongside financial planning and fiduciary services.

Kyle Dodd is a Series 65-licensed financial advisor at Donaldson Capital Management LLC with two years of industry experience. Prior to joining Donaldson Capital Management, he worked at Banterra Bank for eight years. Outside of his advisory role, he is a member and non-active owner of DK Enterprises Inc., a holding company involved in strategic decisions. Donaldson Capital Management serves individual and institutional clients, offering investment management, financial planning, and retirement-plan services through proprietary portfolio models emphasizing dividend-paying equities and fixed income. The firm provides both discretionary and non-discretionary management and has a notable focus on pooled-vehicle management and retirement-plan fiduciary services.