Charles Hedde II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team work with clients and their families to help achieve their financial goals through personalized wealth management strategies. Charles joined Merrill Lynch Wealth Management as a Financial Advisor in June 2016 after serving as Vice President at Harding, Shymanski & Company, an accounting firm in Evansville, Indiana. His experience includes employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, investment strategy, and tax minimization. He holds professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Evansville and a Master's Degree from Indiana University. Charles is active in the community, having served on the boards of Ronald McDonald House Charities of the Ohio Valley, Youth First, and Right to Life of Southwestern Indiana. Outside of work, he enjoys spending time with his wife and two children, as well as participating in golf, outdoor activities, and coaching youth sports.

Marci Moore is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Raymond James & Associates since 2012. She holds the Series 66 designation and is based in Evansville, IN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Weston Stewart is a Series 66–licensed financial advisor with four years of industry experience, currently affiliated with Cetera in Newburgh, Indiana. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance, and Allstate. Outside of his advisory work, Stewart is actively involved in several nonprofit boards, including the Kentucky Genealogical Society and the Posey County Community Foundation, and he is a self-published author of two books. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering diversified portfolio management and retirement services through a nationwide network of independent advisors. The firm provides a multi-manager platform that allows for flexible investment strategies, including model portfolios, third-party managers, and bespoke approaches.

Michael Powers Jr. is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill Lynch since 2013. Powers serves as an advisory board member for The Salvation Army in Evansville, Indiana, contributing one hour per month. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karen Lively is a financial advisor with Ameriprise Financial Services, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. Prior to joining Ameriprise, she worked with RL Naas & Associates and Raymond James Financial Services. She also manages an advisory business, Hayes Powers and Associates, providing financial services in Evansville, IN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm uses proprietary research, third-party data, and algorithmic tools to support its recommendations within a defined investment universe linked to its affiliated product platform.

Mark Nicholson is a CFP® with 33 years of experience in the financial industry. He has been with Ameriprise since 2012 and is currently based in Newburgh, IN. Outside of his advisory role, he serves as a church elder and is a member of his church's governing body. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes written recommendations and tax-aware withdrawal strategies.

Janet Schultheis is a CFP® and holds a Series 66 license, with 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is involved in a small-scale real estate business in Evansville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

John Schneider is a financial advisor at Raymond James & Associates with 27 years of industry experience. He has been with Raymond James & Associates since 2007 and holds Series 63 and Series 66 designations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Robert Wathen II is a financial advisor at Robert Baird & Co. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. since 1981. He also serves as a trustee for a niece's trust. Robert Baird & Co. is a large institutional firm managing approximately $394 billion in assets as of 2025. The firm provides wealth management services to individuals, corporations, pensions, and charitable organizations, offering a range of financial planning, portfolio management, and advisory services with a focus on manager-traded and model-traded strategies supported by internal research and technology.

Christy Long is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and previously worked at Commonwealth Financial Network and Kenco Logistics. Outside of her advisory role, she serves as president of Long Wealth Planning, LLC and is licensed as a fixed insurance agent. 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 employs tailored, non-discretionary planning using detailed analytical tools and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Michael Hayden is a financial advisor with Merrill in Evansville, IN, holding a Series 66 designation and three years of industry experience. Prior to Merrill, he worked at Old National Bank for 20 years. Outside of his advisory role, he is a part-owner of an engine remanufacturing business and participates in local community organizations including a school sports booster club and a country club golf committee. 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, offering both model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

David Sutton is a Series 66-licensed financial advisor with Ameriprise in Henderson, KY, bringing 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored income recommendations.

Bart Emig is a Series 66-registered financial advisor with LPL Financial in Evansville, IN, where he has worked since 2014. He has 12 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Bradley Staton is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has been with LPL since 2011. Outside of his advisory role, he serves as the mayor of Henderson, Kentucky. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jeffrey Rhymer is a Senior Resident Director at Merrill, leading a team of investment industry professionals who provide comprehensive wealth management services. He works with High and Ultra High Net Worth Families, Corporate Executives, and Business Owners, leveraging Merrill’s global resources combined with personalized financial strategies. With 16 years in the financial services industry, Jeffrey joined Merrill Lynch Wealth Management in 2007. His expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He assists corporate executives in integrating their corporate benefits into long-term financial plans. Jeffrey holds the Certified Exit Planning Advisor (CEPA) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from the University of Evansville. Outside of work, Jeffrey lives in Evansville, Indiana, with his wife Rebecca and their three children. He enjoys participating in his children's activities as both a coach and fan, and pursues personal interests including fishing, golf, hunting, and soccer.

Bailey Vize is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022, following a brief tenure at Edward Jones. Prior to his advisory career, he held various roles in the service and education sectors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through its brokerage or advisory programs.

Sara Springer is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She was previously with Robert W. Baird for eleven years before joining Ameriprise in 2026. Outside of her advisory work, she runs the Camden Hancock Foundation, which provides scholarships. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement-income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Chumbler is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019 and Hilliard Lyons since 2016. He is also associated with the Hugh Sandefur Training Center. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

Kurt Decker is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He previously worked at LPL Financial and has been employed as a financial advisor at Heritage Federal Credit Union since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service designed for those nearing or in retirement. The firm’s approach includes detailed retirement-income planning with ongoing advice focused on income stability and tax-aware withdrawal strategies.

Amanda Rainey is a financial advisor with LPL Financial based in Evansville, IN, holding a Series 66 designation and 13 years of industry experience. She has been with LPL Financial and Old National Bank since 2017, and previously worked at Anthem from 2015 to 2017. Outside of her advisory role, she also performs notary services and holds outside employment unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 model portfolios and research from LPL Research and third-party subadvisors.