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.

Timothy Phillips is a financial advisor with Raymond James Financial in Chandler, Indiana. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Phillips is also the owner and president of Jade Investments & Retirement Solutions, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Thomas Ruder is a financial advisor with Stifel in Evansville, Indiana, holding Series 63 and 65 licenses and bringing 50 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Mr. Ruder serves as president of the Thomas A. & Sharon K. Ruder Foundation, a charitable nonprofit, and sits on the board of directors for St. Joseph Cemetery. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Jeremy Overton is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005 and holds a Series 66 designation. Outside of his advisory role, Overton is involved in several local businesses including retail and consulting, serves on the board of Haubstadt Sommerfest, Inc. as Director of Marketing, and is a council member for Gibson County, Indiana. He has also authored a book that has completed Ameriprise branding review. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies, supported by comprehensive investment research and algorithmic tools.

Mina Smith is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry since 2006, focusing on helping clients achieve their personal and financial goals through access to resources and expertise. Mina provides guidance on investment opportunities and navigating market conditions that can affect portfolio returns. She specializes in areas such as education planning, employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. Mina holds a Bachelor of Science degree in Business Administration with concentrations in Finance and Marketing from the University of Evansville, and a Master of Business Administration from Murray State University. She also holds the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Mina is a native of Evansville and currently lives there with her husband Damion, daughter Madison, and puppy Mazy. Her personal interests include biking, cooking, music, running, skiing, spending time with family, tennis, traveling, watching movies, and yoga.

Kyle Nixon is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, he worked for six years at Western Kentucky Elder Law, PLC. He holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Frederic Stutz is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 33 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly three decades. He also serves as an advisor to military members on budgeting, debt reduction, and credit management through Magellan Federal Contracting. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm integrates advisory services with brokerage and insurance products through its platform.

George Stanley is a Series 66-credentialed financial advisor with Morgan Stanley, based in Evansville, IN, and has 13 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015 respectively. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory process.

Richard Lancaster is a CFP® professional with 21 years of experience, currently serving at Cetera since 2025. His prior work includes eight years with Avantax entities and ten years at National Planning Corporation. Outside of his advisory role, he serves as treasurer for Henderson General Baptist Church, managing the church’s financial records. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform to over 10,000 advisors nationwide. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, providing portfolio management, financial planning, and access to third-party money managers across various program structures.

Adam Roth is a financial advisor with Merrill based in Evansville, Indiana. He holds a Series 66 designation and has six years of industry experience, including prior roles at LPL Financial and CUNA Brokerage Services. Outside of his advisory work, Roth serves as an Elder and board member at Bethel Church in Evansville, where he participates in overseeing financial and spiritual leadership. 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.

Brian Kuester is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Liberty Federal Credit Union. He also has a background in logistics, having worked at Breck Logistics, Inc. for eleven years. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice through a combination of proprietary research, third-party data, and algorithmic tools.