Dakota Richardt is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Ameriprise in 2026, he worked at LPL Financial, JPMorgan Chase Bank, JP Morgan Securities, Fifth Third Bank, and Northwestern Mutual. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Justin Holtz is a Series 66-credentialed advisor with Robert Baird & Co. in Evansville, Indiana, where he has worked since 2019. He has seven years of industry experience and previously worked at J.J.B. Hilliard Wl Lyons and Concannon's Bakery. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services.

Dennis Schneider is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved in managing Elite Innovations LLC, which supports his Ameriprise franchise practice, and is connected to a family-owned funeral home in Henderson, KY. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christina Scherry is a financial advisor with Robert W. Baird & Co. in Evansville, Indiana, holding a Series 66 designation and two years of industry experience. Prior to joining Baird in 2022, she worked at Vineyard Financial and Profile by Sanford. Outside of her advisory role, she is involved as a temporary employee with Pigtails and Cowlicks LLC. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which 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 across a range of investment strategies.

Brooke Barber is a financial advisor at Ameriprise in Henderson, KY, holding a Series 66 designation. She began her advisory career in 2025 and has prior work experience in retail and education sectors, including positions at Sam's Club and the University of Massachusetts Global. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Bernardin is a financial advisor with Robert W. Baird & Co. in Evansville, IN, holding Series 63 and Series 65 credentials and 44 years of industry experience. His prior roles include positions at J.J.B. Hilliard W.L. Lyons, Morgan Stanley, and Citigroup Global Markets. He serves as a board member of the YMCA of Southwestern Indiana. Baird’s Private Wealth Management department, including the DDK Group, provides services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services supported by manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

Theodore Williamson is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior experience includes roles at U.S. Bank and Beeline Towing LLC, as well as a four-year period at Ball State University. Outside of his advisory work, he owns TMW Investment Group LLC, a business involved in real estate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and branches, as well as its affiliated services including trust, mutual funds, and securities-based lending.

Kenton Cottrell is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at Cetera Wealth Services, Shoemaker Financial, and Securian Financial Services, among other firms. In addition to his advisory work, he is involved in fixed insurance sales through Shoemaker Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Stephen Provost III is a financial advisor at Robert Baird & Co. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for 37 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he serves as a co-personal representative for a relative’s estate. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology tools.

Joey Davenport is a financial advisor with Robert W. Baird & Co. in Henderson, KY, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. Prior to joining Baird in 2019, he worked for over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of advisory work, he is involved in motivational speaking mainly at churches, organizations, and college sports teams. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a broad range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools as part of its advisory approach.

Hayden Wood is a financial advisor with Wells Fargo Advisors in Evansville, IN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at NAI Prime Commercial and United Fidelity Bank. Outside of finance, he has been involved with Hacienda Mexican Restaurants since 2022. Wells Fargo Advisors Financial Network is a large firm serving individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Jessica Engel is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at PharmScript LLC from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Tracy Helmer is a financial advisor with LPL Financial in Evansville, IN, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at LPL Financial since 2009, including her current role alongside German American Bank since 2012. Helmer also engages in relationship management for the trust department of German American Financial Advisors and Trust Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a range of investment approaches through financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Devine is a financial advisor with LPL Financial in Evansville, Indiana, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Old National Bank and LPL Financial since 2016 and previously at Fifth Third Securities from 2009 to 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Tamara Schuler is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, Level Four Advisory Services, and Merrill. She serves on the Board of Directors for ANEW in Evansville, IN. Ameriprise Financial Services is a large institution serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Elizabeth Alles is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2017, following two years at Frito Lay. Outside of her advisory role, she is involved with Hayes, Powers and Associates, LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling to provide tailored, non-discretionary recommendations. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeana Rivera is a CFP® and holds the Series 66 designation, currently working with Edward Jones in Newburgh, IN. She has eight years of industry experience, including prior roles at Edward Jones and Southern Illinois University Edwardsville. Outside of her advisory work, she is involved in the restaurant industry as a waitress and bartender at Stackhouse Pub and Grill in Chesterfield, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeanette Johnson is a financial advisor at Osaic Wealth, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. and Securities America Inc. since 2005. Johnson is also the president and owner of Jeanette Johnson Financial Group, Inc., a financial planning and investment firm she established in 2002, and serves on the finance committee of Hyland Baptist Church. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios for individual and institutional investors.

Thomas Mc Cool is a financial advisor at Edward Jones in Newburgh, Indiana, holding Series 63 and Series 66 registrations with 11 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jacob Steinhart is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northwestern Mutual in various capacities from 2014 to 2024. Outside of his advisory role, he owns Steinhart and Associates, LLC, through which he manages his Ameriprise business. 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 recommendations and ongoing retirement-income planning advice, drawing on a combination of internal research, third-party data, and algorithmic analysis.