William Kieffer Jr. is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advisory, he co-owns an investment-related business with his spouse and manages another investment firm in Newburgh, Indiana. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to create tailored recommendations.

Kevin Farmer is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He serves as Secretary/Treasurer of the Cat Alley Quail Club, a local organization in Sturgis, KY. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored investment strategies incorporating both in-house and third-party managers, providing services ranging from financial planning to discretionary portfolio management and specialized overlays.

Roshan Tamang is a Series 66-licensed financial advisor at Robert Baird & Co. with four years of industry experience. He has held positions at Baird since 2021 and previously worked in operations at gas stations and at Indiana University. Outside of his advisory role, Tamang serves as Treasurer and a board member for Wesselmann Woods. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custodian services, employing a mix of manager-traded and model-traded strategies supported by internal research and advanced tools.

Allison Morrison is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. She worked at Lincoln Financial Advisors from 2007 to 2025 before joining OSAIC in 2025. Outside of advising, she is an insurance agent specializing in fixed insurance products including annuities and long-term care insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance analysis, and multiple investment options to construct portfolios managed on discretionary or non-discretionary bases.

Grace Murrell is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Robert Baird & Co., she held positions at Banterra Bank and RJ Pohl & Associates. Outside of her advisory role, she is involved in a gift-wrapping activity. Grace is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing a mix of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Elizabeth Vincek is a financial advisor with Robert W. Baird & Co., holding a Series 66 credential and two years of industry experience. Prior to joining Baird in 2022, she worked at Fifth Third Bank and has held various roles in retail and service industries. Outside of her advisory role, she has served as a soccer official since 2010. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Troy Reynolds is a financial advisor with Robert Baird & Co. in Evansville, IN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, Inc. since 1995. Outside of his advisory work, he serves as president of the Waterfront Lake Association in Newburgh, IN. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, employing a range of investment strategies and management options, along with municipal advisory and public finance services.

Debbie Elbrink is a financial advisor with Merrill in Evansville, IN, holding Series 63, Series 65, and Series 66 designations and 24 years of industry experience. She has worked with Merrill since 2008 and with Bank of America, N.A. since 2012. Outside of her advisory work, she serves as a swim instructor at the YMCA in Evansville. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Ryan Hayes is a financial advisor with Ameriprise in Newburgh, Indiana, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his primary role, he is involved with Hayes, Powers and Associates, LLC, where he advises clients on their financial goals. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team, with a focus on assets managed within Ameriprise accounts.

James Back is a CFP® professional with 20 years of experience in financial advising, currently with Wells Fargo Advisors since 2022. He previously worked at Edward Jones starting in 2006. In addition to his advisory role, he owns and manages an investment-related commercial property business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options including retirement, education, business transition, and niche areas such as special-needs and divorce planning.

Scott Lobel is a financial advisor with Robert W. Baird & Co. in Evansville, IN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. since 1996. Lobel also serves as a trustee for several relatives' trusts, involving both investment-related and non-investment responsibilities. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Kimberley Wren is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Edward Jones and The Virtual Savvy, as well as five years with Evansville Vanderburgh School Corporation. Outside of her advisory work, she serves as Treasurer and board member for both Wesselman Woods and the Arts Council of Southwestern Indiana, and is also a self-employed freelance musician. She is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Rebekah Dodd is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at Baird Trust Company, Hilliard Lyons Trust Company, and operated Dodd Business Services, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and ongoing manager monitoring.

Daniel Schweikhart is a financial advisor at Wells Fargo Advisors in Evansville, Indiana, holding Series 63 and Series 65 registrations with five years of industry experience. His prior roles include positions at Edward Jones and German American Bank. Outside of his advisory work, he owns and operates SF Financial Planning LLC, a financial planning practice based in Evansville. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition planning, special-needs analysis, and divorce planning, supported by proprietary research and planning tools.

David Hanas is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1986, bringing experience from prior positions in the construction and mining equipment manufacturing industry as well as export financing. David joined Merrill in 1994 after eight years as an advisor at a regional brokerage firm in the Evansville area. David focuses on creating personalized financial strategies tailored to each client's goals and needs. His expertise includes education planning, legacy planning, liquidity management, retirement income, individual and corporate investment strategy, portfolio management, tax minimization, and philanthropic planning. He works closely with clients to set quantifiable objectives and regularly reviews their progress to ensure strategies remain aligned with life or business changes. He holds a Master of Business Administration in International Finance from Thunderbird, The American Graduate School of International Management, and a Bachelor of Science in Business from Carroll University. David also carries the Professional Investment Advisor (PIA) designation. Outside of his professional work, he enjoys golfing, music, reading, spending time with family, traveling, watching movies, and woodworking.

Matthew Windhaus is a financial advisor with Ameriprise in Henderson, KY, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at Windhaus Insurance - State Farm, State Farm, and Field & Main Bank. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and emphasizes the use of funds from affiliated firms in its product selection.

William Kelley is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Jay Newland is a financial advisor with Robert Baird & Co. in Henderson, KY, holding a Series 63 designation and 29 years of industry experience. He has been with Robert Baird & Co. since 2019 and concurrently with J.J.B. Hilliard, W.L. Lyons, Inc. since 2000. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio management services using a combination of in-house and third-party managers, offering strategies across traditional and non-traditional asset classes.

Scott Audas is a financial advisor with Ameriprise in Henderson, Kentucky, holding Series 63 and Series 65 licenses and bringing four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Farmers Bank and Trust in Marion, Kentucky, from 2014 to 2020. Outside of finance, he teaches Economics 101 as an adjunct professor at the University of Evansville and operates a martial arts and fitness center where he teaches Brazilian Jiu Jitsu and yoga. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, providing tailored income, Social Security, and tax withdrawal strategies through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, with a focus on assets managed within Ameriprise accounts.

Savanah Holland is a Series 66 licensed financial advisor with Robert Baird & Co. in Evansville, Indiana, and has three years of industry experience. Prior to joining Baird in 2022, she held roles at Deaconess Health System and various organizations in education and the arts. She is also involved with the School of Ballet Indiana as an employee. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations with a range of investment and financial planning services.