James Marshall is a financial advisor at Thrivent Investment Management in Evansville, IN, with six years of industry experience. His prior work includes roles at Thrivent Financial and Enterprise Rent-A-Car. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial analyses and planning without discretionary trading authority. The firm allows clients to combine planning with managed accounts through a consolidated billing option called WealthPlan, while keeping the services distinct.

Jennifer Vaughn is a financial advisor with Edward Jones in Evansville, IN, holding a Series 66 designation and three years of industry experience. Her work history includes prior roles at Old National Bank and multiple positions at Edward Jones dating back to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Michael Barker is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 13 years before joining Raymond James in 2022. Outside of his advisory role, Barker owns a rental property in Evansville, Indiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research.

Myra O'Leary is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at LPL Financial since 2009 and has been associated with Old National Bank since 1994. Outside of advising, she performs notary services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brenda Miller is a CFP® professional with 45 years of experience in the financial industry. She currently works at Cetera and has a background including roles at Securian Financial Services and Minnesota Life Insurance Company. In addition to her advisory work, she is involved in fixed insurance sales through Shoemaker Financial Advisors. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporations, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships.

Christian Mc Nett is a Financial Advisor with Merrill Lynch Wealth Management based in Evansville, Indiana. He works closely with individuals, families, businesses, and organizations to help them achieve their financial goals by developing strategies tailored to their short-, mid-, and long-term objectives. Christian’s approach involves understanding the client’s priorities and providing resources encompassing general investing, retirement planning, and saving for unexpected events. Christian’s areas of expertise include college education planning, family wealth management, services for endowments and non-profits, legacy planning, philanthropic planning, portfolio management, investment strategy, tax minimization, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christian earned a Bachelor's Degree from Western Kentucky University. Outside of his professional work, he enjoys activities such as billiards, boating, camping, cooking, fishing, football, golfing, hiking, hunting, and traveling.

Daniel Bishop Jr. serves as a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Evansville, Indiana. He began his financial services career in 1993 with Merrill Lynch in Louisville, Kentucky, and has spent his entire career with the firm. In 1998, he was relocated to manage the Evansville branch. Daniel works with clients to develop comprehensive wealth management strategies tailored to their individual needs, focusing on areas such as personal retirement planning, small business strategies, sports and entertainment, and retirement income. Daniel holds a Bachelor of Arts degree in Economics from Bellarmine University, earned in 1992. He has earned the Chartered Retirement Planning Counselor139; designation, which enhances his expertise in retirement planning and investment management. As a Wealth Management Advisor, he helps clients build customized portfolios aligned with their risk tolerance and financial objectives. In addition to his professional work, Daniel is active in his community and serves on the board of the Buffalo Trace Council of the Boy Scouts of America. He is married to Amie Bishop, and they have three sons. Outside of his career, Daniel enjoys cooking, golfing, hiking, soccer, tennis, and spending time with his family.

Samuel Steimel is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Wells Fargo Clearing and has a background in education, including positions at McKendree University, Vincennes University, University of Evansville, and Sullivan Elementary & High School. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and utilizing proprietary research and tools to develop tailored recommendations.

Michael Bolognone is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he was affiliated with Holman and worked at the University of Southern Indiana. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated platform.

Emma Hodge is a financial advisor with Robert Baird & Co., holding a Series 66 designation and one year of industry experience. She previously worked at the Green River District Health Department in Kentucky and attended Belmont University. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning, consulting, and portfolio management services supported by internal research and a mix of discretionary and non-discretionary investment strategies.

Jeffrey Berger is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 66 credential and 19 years of industry experience. He previously worked at Hilliard Lyons and has been with Robert Baird since 2019. Outside of his advisory role, Berger serves on the finance and cultural committees of Temple Adath Bnai Israel and acts as treasurer for several local organizations, including the EVSC Foundation and the Rotary Foundation of Evansville. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations. The group offers a range of portfolio and consulting services, utilizing both in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Cynthia Phillips is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2007. 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.

Cory Pinkston is a financial advisor at Wells Fargo Advisors in Evansville, IN, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has spent his career with Wells Fargo entities since 2009. Pinkston has ownership interests in two affiliated financial firms based in Evansville. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Justin Soderlund is a CFP® and Series 66-registered advisor with Robert Baird & Co. He has been with Baird since 2025 and previously worked at German American Bank from 2021 to 2025. Before entering the financial industry, he was affiliated with Indiana University from 2013 to 2021. 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, and charitable organizations. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers, including discretionary and non-discretionary options, as well as complex investment strategies.

Jack Young is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1997. Based in Evansville, IN, he has spent the majority of his career at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Kimberly Schultz is a financial advisor at Robert Baird & Co. with 11 years of industry experience. She holds Series 65 and Series 63 designations and has worked at firms including Donaldson Capital Management and J.J.B. Hilliard W.L. Lyons. She serves as a board advisor and committee member for the Community Foundation Alliance in Evansville, IN. The DDK Group, part of Robert Baird & Co.’s Private Wealth Management department, provides financial planning and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies along with manager selection driven by home-office research.

Terry Correll is a financial advisor with Wells Fargo Advisors in Evansville, IN, holding Series 63 and Series 66 designations and 45 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he owns farmland in Robards, KY, generating rental income from crop production. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a range of specialized planning options supported by Wells Fargo’s research and tools.

Blake Pressler is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at W&S Brokerage Services and Western & Southern Life. Before his financial services career, he was employed at Goodwill and the University of Southern Indiana. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports.

Tyler Saxe is a financial advisor with Wells Fargo Advisors in Evansville, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo in various capacities since 2012. Outside of his advisory role, he has ownership interests in two financial-related firms, SAXE PINKSTON FINANCIAL GROUP LLC and TYLER S. SAXE LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and written summaries.

Matthew Giles is a financial advisor with LPL Financial, holding a Series 66 designation and over 24 years of industry experience. He has been with LPL Financial Services since 2009 and has also been associated with Onb Investment Services since 2002. Outside of advisory work, he is involved with NexWave E-commerce LLC and is a published author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.