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.

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.

Robert Bernardin is a financial advisor with Robert W. Baird & Co., holding Series 65 and Series 63 credentials and 44 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and previously at J.J.B. Hilliard W.L. Lyons, LLC. Bernardin serves as a board member for the YMCA of Southwestern Indiana. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and strategic partnerships.

William Ainsworth Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has been associated with Raymond James Financial Services, Inc. since 2022 and works under the Grabbe Wealth and Retirement Group. Prior to his advisory career, he served with the Hendersonville Fire Department for five years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations.

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 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Robert Baird since 2019, previously working at J.J.B. Hilliard, W.L. Lyons, Inc. since 1982. Outside of his advisory work, he serves as co-personal representative for a relative's estate. 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 financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies and overlay services.

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 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.

Daniel Devine is a financial advisor with LPL Financial based in Evansville, IN, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Old National Bank and LPL Financial since 2016. Devine also performs a financial institution duty at Old National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and research support from internal and third-party sources.

Tamara Schuler is a financial advisor at Ameriprise with 14 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Wells Fargo Clearing Services LLC and Merrill. Tamara serves on the board of directors for ANEW as first vice president of membership. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides personalized retirement planning advice focused on income sources and tax-aware withdrawal strategies.

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.

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.

Christopher Claybrooks is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at WIN Energy REMC and Vectren Energy Delivery. Outside of his advisory role, he manages a residential rental business through DPC Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

Keith Grossman is a financial advisor with Wells Fargo Advisors in Evansville, IN, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing, and has a 50% ownership interest in Grossman Financial Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of financial planning services. The firm combines advisory services with other financial products and offers tailored recommendations based on proprietary research and planning tools.

Sue Johnson is a financial advisor with Primerica Advisors in Evansville, IN, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been associated with PFS Investments Inc. since 2005 and Primerica Financial Services since 2003. In addition to her advisory role, she has experience managing an office for Primerica-related business activities and partakes in referrals for home security and automation products. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and supports accounts with an overlay manager and Pershing custody services.

Joshua Rude is a financial advisor at Ameriprise in Evansville, IN, holding a Series 66 designation with less than a year of industry experience. Prior to joining Ameriprise, he held various roles including positions at Sewell Automotive Companies and in education with the McKinney Independent School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through a centrally managed service that collaborates with advisors and clients.

Halle Bowman is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, LPL Financial LLC, and Crane Environmental Services, LLC. Outside of her advisory role, she is a commissioned notary public in Indiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.