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 with Ameriprise, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Ameriprise in 2024, he spent a decade at Northwestern Mutual in various roles across wealth management, investment services, and life insurance. Outside of his advisory work, he owns Steinhart and Associates, LLC, which manages his Ameriprise business. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, providing tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

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.

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.

Donald Patton Jr. is a financial advisor at Edward Jones in Evansville, IN, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is the owner of a rental property in Indianapolis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Dillan Black is a financial advisor at Edward Jones in Boonville, IN, holding the ChFC® and Series 66 designations with 10 years of industry experience. He has worked at Edward Jones since 2017 and previously at Raymond James Financial Services Advisors Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management and a network of more than 23,000 advisors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options while operating under a fiduciary standard.

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.

Mackenzi Mc Intosh is a Series 66 credentialed advisor at Ameriprise with experience at LPL Financial LLC and Liberty Federal Credit Union. Mc Intosh has a background that includes roles outside of finance, such as working in the food service industry and serving as a notary. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.