Jacob Helfrich is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. His prior roles include working at Marion County Superior Courts and various positions in retail and service industries. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides both non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment process.

Gregory Nixon is a financial advisor with Raymond James & Associates, holding Series 63 and 65 credentials and 23 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory role, he participates in monthly meetings to vote on financial matters for St John The Evangelist church in Evansville, IN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by in-house research and affiliated advisers.

Joanna Yonts is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and previously worked for the Law Offices of Fine & Hatfield for ten years. Joanna is based in Evansville, IN. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Taylor is a financial advisor with Ameriprise in Evansville, IN, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at LPL Financial and Evansville Teachers FCU, where he also worked with Cuna Brokerage Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm uses proprietary research and algorithmic tools to deliver tailored recommendations within a defined investment framework.

Donald Minton is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Raymond James and also involved with Evansville Employment DBA Custom Staffing since 2007. Outside of his advisory role, he serves on the board of directors for Custom Staffing Services, a temporary staffing agency. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Jennifer Casten Juhl is a financial advisor with Ameriprise in Newburgh, IN, holding a Series 66 credential and bringing 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she is co-owner of a yoga studio and works as a certified divorce coach. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Perigo is a financial advisor with Robert Baird & Co. based in Evansville, IN. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including prior work at J.J.B. Hilliard W.L. Lyons, LLC. Outside of his advisory role, he is a part owner of family farmland managed through an LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm employs a range of investment strategies including discretionary portfolio management, separately managed accounts, and tax-management techniques, supported by home-office research and technology.

Christi Sanders is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Edward Jones and previously worked at Merrill, Fifth Third Securities, and operated her own coaching business, KL Coaching, Inc. Sanders has experience in both institutional and individual client services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Randall Haaff is a financial advisor with Raymond James & Associates in Evansville, Indiana, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he serves as a professor at the University of Southern Indiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering a range of financial planning, advisory, and consulting services with a variety of portfolio management styles.

Mark Heim is a financial advisor with Primerica Advisors in Evansville, Indiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at PFS Investments Inc., Tri State Systems Inc., and a 21-year tenure at AstraZeneca Pharmaceuticals. Outside of his financial advisory work, Heim has been involved with the McCutchanville Volunteer Fire Department for over two decades. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models with oversight and due diligence.

George Stowe is a financial advisor with Ameriprise in Newburgh, Indiana, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory work, Stowe serves as Vice Commissioner and Advertising Director for Newburgh Girls Softball and is involved with the Castle Softball Booster Club. Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Felicia Hostettler is a financial advisor with Robert Baird & Co., holding a Series 63 designation and bringing 27 years of industry experience. She has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons since 1992. 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, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, including traditional and complex investment strategies.

Tricia Hollander Henning is a financial advisor with Robert W. Baird & Co. in Evansville, Indiana, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at Robert W. Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Henning serves as a board member for St. Bens Finance and the United Way, and she chairs the Investment Committee at the Welborn Baptist Foundation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Dylon Moore is a financial advisor at Robert Baird & Co. with a Series 66 designation and no prior industry experience. His work history includes roles in education, event management, and hospitality, and he is involved with Farmer and Frenchman LLC, a winery where he serves as an employee. Robert Baird & Co. serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations, offering financial planning and portfolio management through both discretionary and non-discretionary approaches. The firm employs a range of investment strategies and provides additional municipal advisory and public finance services alongside its wealth management offerings.

Jay Jacobs is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Jacobs is also involved in managing his own advisory business, Hayes Powers and Associates LLC. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at clients approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, with an emphasis on assets held in Ameriprise-managed accounts.

James Beard is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Edward Jones, Guardian Life Insurance Company, and Park Avenue Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, associated mutual funds, and affiliated services, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Daniel Wring is a financial advisor with Ameriprise in Henderson, Kentucky, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nicholas Davis is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has worked with Ameriprise and its affiliated entities since 2008. He is based in Newburgh, Indiana. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering personalized, non-discretionary advice primarily for assets managed within Ameriprise.

Jacob Schiff is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019 and at J.J.B. Hilliard, W.L. Lyons, LLC since 2008. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Jason Jett is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Royal Alliance Associates and Signator Investors and has operated Jett Financial, Inc. since 2014. Outside of his advisory work, he serves as a minister at Creekside Baptist Church and is involved in local government as a member of the Evansville City Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of advisors. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.