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Benjamin B

Series 65

Evansville, IN

KCPAG Financial Advisors LLC

Benjamin Brown is a financial advisor at KCPAG Financial Advisors LLC with two years of industry experience. He holds a Series 65 designation and has previous work history at Kemper Capital Management, Fastenal Company, and DoorDash. He has been involved with Illiana Christian Assembly, Inc. for nine years. KCPAG Financial Advisors LLC offers financial planning, portfolio management, and retirement plan consulting services to individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm manages approximately $22.5 million in discretionary assets through a team of 13 advisors across 27 offices, providing both discretionary and non-discretionary management with a mix of long- and short-term investment strategies.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Shawna H

Series 63, Series 65

Evansville, IN

KCPAG Financial Advisors LLC

Shawna Horne is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her background includes roles at Securities America, Inc., Kcpag Brokerage LLC, and Kcpag Insurance Services LLC. She has worked with KCPAG Financial Advisors LLC since 2001. KCPAG Financial Advisors LLC offers financial planning, portfolio management, retirement plan consulting, and referrals to third‑party money managers for individuals, trusts, estates, pension and profit-sharing plans, and business clients. The firm manages approximately $22.5 million in discretionary assets for about 405 clients through a team of 13 advisors across 27 offices, employing fundamental analysis and a range of asset management strategies.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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John P

CFA®, Series 63, Series 66

Evansville, IN

KCPAG Financial Advisors LLC

John Porter is a CFA® charterholder with 28 years of industry experience. He has been with KCPAG Financial Advisors LLC since 2001 and previously worked at Securities America, Inc. for 14 years. Porter also maintains long-term roles with Kemper Capital Management LLC and affiliated entities. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, managing approximately $22.5 million in discretionary assets. The firm offers financial planning, portfolio management, and retirement plan consulting through a team of 13 advisors across 27 offices, utilizing fundamental analysis and a combination of long- and short-term investment strategies.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Benjamin R

CFP®, Series 63, Series 66

Evansville, IN

KCPAG Financial Advisors LLC

Benjamin Russell is a Certified Financial Planner (CFP®) with 16 years of experience in the financial services industry. He is currently associated with KCPAG Financial Advisors LLC, where he has worked since 2016. His prior experience includes roles at Securities America, Inc. Russell is also affiliated with Kcpag Insurance Services LLC and Kemper Capital Management LLC. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm serves approximately 405 clients across 27 offices through a team of 13 advisors, using a mix of fundamental analysis, long- and short-term strategies, and offering both discretionary and non-discretionary management.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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