Christopher Claybrooks is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at WIN Energy REMC and Vectren Energy Delivery. Outside of his advisory role, he is involved in managing residential rental properties through his membership in DPC Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a large nationwide network of advisors and offices. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keith Grossman is a financial advisor with Wells Fargo Advisors in Evansville, IN, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has previously worked at Prudential Equity Group, LLC and Wells Fargo Clearing. Grossman is a 50% owner of Grossman Financial Group, LLC, where he dedicates significant time alongside his role at Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions using proprietary research and tools, with services tailored to client needs and integrated with other financial products and referral networks.

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 with Wells Fargo Advisors in Newburgh, Indiana, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory role, he co-owns Lakeview Land & Development, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu for clients meeting net-worth thresholds, utilizing Wells Fargo research and tools to deliver tailored recommendations.

Kevin Farmer is a financial advisor with Robert Baird & Co., holding Series 63 and Series 66 designations and 30 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 23 years before joining Baird in 2019. Outside of his advisory role, Farmer serves as Secretary/Treasurer for the Cat Alley Quail Club in Sturgis, KY, and acts as guardian over the finances of a relative. 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, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and advisory services with ongoing manager selection supported by internal research and use of artificial intelligence.

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 financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC and Liberty Federal Credit Union. Outside of advising, she is also commissioned as a notary in Evansville, IN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income 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 at Robert Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 24 years before joining Baird in 2019. Outside of his advisory role, he serves as president of the Waterfront Lake Association in Newburgh, 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 through a range of financial planning, portfolio management, and advisory 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 industry experience, currently serving at Wells Fargo Advisors since 2022. He previously worked at Edward Jones for 16 years. Outside of his advisory role, he is involved in managing commercial rental properties through his own investment-related LLCs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Scott Lobel is a financial advisor with Robert Baird & Co. in Evansville, IN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 23 years before joining Robert Baird in 2019. Lobel also serves as a trustee of multiple family trusts in Indiana. Robert Baird’s Private Wealth Management department, including the DDK Group, serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services supported by internal research and a mix of manager-traded and model-traded strategies.

Michael Hastings is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at Madison Avenue Securities, Vineyard Financial, and Shoemaker Financial, among others. Outside of finance, he serves as a referee and umpire for Indiana high school sports. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory programs and third-party asset managers to tailor investment solutions aligned with client risk profiles.