Tracy Helmer is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 20 years of industry experience and has worked at German American Bank since 2012. Helmer is involved in relationship management for the trust department at German American Financial Advisors and Trust Co., and also engages in insurance sales to complement her financial planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Shelby Smith is a Series 66 credentialed advisor with LPL Financial, based in Evansville, Indiana, and has four years of industry experience. Prior to joining LPL Financial, Shelby worked at German American Bank and held positions at German American Investment Services Group and German American Insurance. Outside of finance, Shelby was affiliated with Crossfit Iron Up and has a background in education through roles at Southern Illinois University Edwardsville and Wabash Valley Community College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and model portfolios from LPL Research and third-party providers.