Michael Hastings is a financial advisor with Equitable Advisors in Evansville, IN, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior firms include Madison Avenue Securities, Vineyard Financial, and Shoemaker Financial. Outside of advising, he serves as a referee and umpire for Indiana high school sports through the Indiana High School Athletic Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes various advisory program sponsors and offers both advisory and brokerage/insurance channels.

Kimberley Wren is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Edward Jones and The Virtual Savvy, as well as five years with Evansville Vanderburgh School Corporation. Outside of her advisory work, she serves as Treasurer and board member for both Wesselman Woods and the Arts Council of Southwestern Indiana, and is also a self-employed freelance musician. She is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Rebekah Dodd is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at Baird Trust Company, Hilliard Lyons Trust Company, and operated Dodd Business Services, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and ongoing manager monitoring.

Robert Woosley II is a CFP® with 30 years of industry experience, currently serving at OSAIC since 2018. His prior roles include positions at Signator Investors, Inc. He is also a successor trustee for a family member's trust and serves as a director on the board of Marketshare Financial. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with portfolio management that incorporates a range of asset classes and investment strategies.

Daniel Schweikhart is a financial advisor at Wells Fargo Advisors in Evansville, Indiana, holding Series 63 and Series 65 registrations with five years of industry experience. His prior roles include positions at Edward Jones and German American Bank. Outside of his advisory work, he owns and operates SF Financial Planning LLC, a financial planning practice based in Evansville. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition planning, special-needs analysis, and divorce planning, supported by proprietary research and planning tools.

David Hanas is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1986, bringing experience from prior positions in the construction and mining equipment manufacturing industry as well as export financing. David joined Merrill in 1994 after eight years as an advisor at a regional brokerage firm in the Evansville area. David focuses on creating personalized financial strategies tailored to each client's goals and needs. His expertise includes education planning, legacy planning, liquidity management, retirement income, individual and corporate investment strategy, portfolio management, tax minimization, and philanthropic planning. He works closely with clients to set quantifiable objectives and regularly reviews their progress to ensure strategies remain aligned with life or business changes. He holds a Master of Business Administration in International Finance from Thunderbird, The American Graduate School of International Management, and a Bachelor of Science in Business from Carroll University. David also carries the Professional Investment Advisor (PIA) designation. Outside of his professional work, he enjoys golfing, music, reading, spending time with family, traveling, watching movies, and woodworking.

Matthew Windhaus is a financial advisor with Ameriprise in Henderson, KY, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at Windhaus Insurance - State Farm, State Farm, and Field & Main Bank. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and emphasizes the use of funds from affiliated firms in its product selection.

William Kelley is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Jay Newland is a financial advisor with Robert Baird & Co. in Henderson, KY, holding a Series 63 designation and 29 years of industry experience. He has been with Robert Baird & Co. since 2019 and concurrently with J.J.B. Hilliard, W.L. Lyons, Inc. since 2000. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio management services using a combination of in-house and third-party managers, offering strategies across traditional and non-traditional asset classes.

Scott Audas is a financial advisor with Ameriprise in Henderson, Kentucky, holding Series 63 and Series 65 licenses and bringing four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Farmers Bank and Trust in Marion, Kentucky, from 2014 to 2020. Outside of finance, he teaches Economics 101 as an adjunct professor at the University of Evansville and operates a martial arts and fitness center where he teaches Brazilian Jiu Jitsu and yoga. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, providing tailored income, Social Security, and tax withdrawal strategies through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, with a focus on assets managed within Ameriprise accounts.

Savanah Holland is a Series 66 licensed financial advisor with Robert Baird & Co. in Evansville, Indiana, and has three years of industry experience. Prior to joining Baird in 2022, she held roles at Deaconess Health System and various organizations in education and the arts. She is also involved with the School of Ballet Indiana as an employee. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations with a range of investment and financial planning services.

Richard Minton is a financial advisor with Thrivent Investment Management in Evansville, IN. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior work includes roles at Merrill, Edward Jones, Amazon, and the US Postal Service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, focusing on planning rather than portfolio management for institutional clients.

Brad Crow is a financial advisor with Merrill in Evansville, IN, holding a Series 66 credential and eight years of industry experience. He previously worked at Bank of America, N.A., Edward Jones, Securian Financial Services Inc, Shoemaker Financial Services, and Natchez Corporation. Outside of his advisory role, he is a 30% stakeholder in Locker Racing Stables, a horse racing limited liability company. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Breidenbaugh is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Advisors and Shoemaker Financial. Outside of advisory work, he serves as Treasurer and Elder for Redemption Community Church, where he oversees the financial team. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services through a large network of affiliated advisers and multiple investment platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts with access to third-party money managers and unified managed accounts.

Scott Hurt is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He is also the president and sole operator of SLCJ LLC, through which he runs Wolk Financial. Hurt has worked with Raymond James Financial Services Advisors Inc. since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Melissa Nicholson is a CFP® and ChFC® credentialed financial advisor with 10 years of experience, currently practicing at Edward Jones in Newburgh, IN. She has been with Edward Jones since 2016 and has additional experience with MDK Best Properties LLC, a business she has been involved with since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gina Davis is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.J.B. Hilliard, W.L. Lyons LLC for 11 years before joining Merrill in 2017. 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 model-based and discretionary investment strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Joseph Kiefer II is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 12 years of industry experience. He has worked previously at LPL Financial and CUNA Brokerage Services and serves as a wealth advisor and program manager at Liberty Federal Credit Union. Kiefer also holds elected office in Evansville, IN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides clients with written retirement income recommendations and ongoing tax-aware withdrawal strategies. The firm employs a centralized service team and an investment approach influenced by its affiliated product ecosystem.

Lawrence Taylor is a financial advisor with Edward Jones in Newburgh, IN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Fifth Third Securities, Bank of America NA, Merrill Lynch, and New York Life. Outside of advising, he is involved in custom furniture making and serves as vice president of a real estate investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment and advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices across the U.S.

James Holmes is a financial advisor with Ameriprise in Evansville, IN, holding a Series 66 designation and two years of industry experience. He has previously worked at Liberty Federal Credit Union and LPL Financial LLC. Outside of his advisory role, he serves as a notary for Liberty Federal Credit Union. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm employs a centralized team to produce detailed recommendation reports that incorporate investment research and algorithmic analysis.