Paul Stanley is a financial advisor with Morgan Stanley in Evansville, IN, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Margaret Kimmel is a CFP® professional with 30 years of industry experience, currently serving at Raymond James & Associates since 2014. She is based in Evansville, IN, and holds Series 63 and Series 65 licenses. Kimmel is a board member of the Evansville Police Department Foundation, a nonprofit that supports projects and training for the local police department. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Cleo Holder is a CFP®-designated financial advisor with 43 years of industry experience, currently associated with Cetera. He has held positions at Shoemaker Financial Advisors and Minnesota Life Insurance company, among others. In addition to his advisory work, Holder is the owner of an accounting firm and serves on the board of a local preschool. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary account management, and various program structures.

Sonya Stocks Phillips is a financial advisor with LPL Financial in Evansville, Indiana, holding a Series 66 designation and 24 years of industry experience. She has worked at Old National Bank and LPL Financial since 2013. 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 representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Holmes is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of a team of financial advisors that provide products and solutions tailored to clients' goals, risk tolerance, investment time frame, and liquidity needs. He works with individuals and family groups to develop wealth management strategies, investment planning, education planning, and retirement income strategies. Holmes brings over 30 years of experience in the financial services industry to his role. He holds a Bachelor's Degree from the University of Kentucky and is a Certified Public Accountant (CPA), although he does not provide tax or accounting advice in his current position. He is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). Additionally, he holds Series 7 and Series 66 FINRA registrations. Outside of his professional work, Holmes is involved in community organizations including the Evansville Philharmonic Orchestra, and has served as Treasurer for the Children's Center for Dance Education and Sporting SI Soccer Club from 2012 to 2016. His personal interests include basketball, boating, hiking, running, soccer, spending time with his family, tennis, and traveling.

Andrew Williams is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Fifth Third Securities, Equitable Advisors LLC, Old National Wealth Management, and Edward Jones. Outside of his advisory role, he is involved in a real estate holding company based in Indiana. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a variety of investment strategies and management approaches to meet client goals and risk tolerances.

Bryan Ruder is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2015. He holds board positions with the Ark Crisis Child Care Center and Hanover College, and is vice president of the Thomas A & Sharon K Ruder Foundation, a private family foundation supporting local charities. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Daniel Saxe is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he holds ownership interests in two investment-related firms based in Evansville, Indiana. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations and integrates advisory services with other financial products and referral channels.

Chris Telezyn is a financial advisor with LPL Financial in Evansville, IN, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. His prior roles include positions at Edward Jones, Park Avenue Securities, Guardian Life Insurance Company, W&S Brokerage Services, and Western Southern Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services through a national network of representatives, providing both discretionary and non-discretionary management supported by research and model portfolios.

Charles Hedde II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team work with clients and their families to help achieve their financial goals through personalized wealth management strategies. Charles joined Merrill Lynch Wealth Management as a Financial Advisor in June 2016 after serving as Vice President at Harding, Shymanski & Company, an accounting firm in Evansville, Indiana. His experience includes employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, investment strategy, and tax minimization. He holds professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Evansville and a Master's Degree from Indiana University. Charles is active in the community, having served on the boards of Ronald McDonald House Charities of the Ohio Valley, Youth First, and Right to Life of Southwestern Indiana. Outside of work, he enjoys spending time with his wife and two children, as well as participating in golf, outdoor activities, and coaching youth sports.

Brittany Dennis is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. She is a member of Black Water Family Donuts LLC, operating under the name Parlor Doughnuts in Evansville, IN, and serves on the Finance Committee as a board member for Ark Crisis Childcare Center. Edward Jones is a full-service wealth management firm with over four million clients and $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and related services, serving individual and institutional clients through a large network of advisors and branch offices.

Tonya Binney is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006, including her current role starting in 2025. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Marci Moore is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Raymond James & Associates since 2012. She holds the Series 66 designation and is based in Evansville, IN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Weston Stewart is a Series 66–licensed financial advisor with four years of industry experience, currently affiliated with Cetera in Newburgh, Indiana. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance, and Allstate. Outside of his advisory work, Stewart is actively involved in several nonprofit boards, including the Kentucky Genealogical Society and the Posey County Community Foundation, and he is a self-published author of two books. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering diversified portfolio management and retirement services through a nationwide network of independent advisors. The firm provides a multi-manager platform that allows for flexible investment strategies, including model portfolios, third-party managers, and bespoke approaches.

Michael Powers Jr. is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill Lynch since 2013. Powers serves as an advisory board member for The Salvation Army in Evansville, Indiana, contributing one hour per month. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Karen Lively is a financial advisor with Ameriprise Financial Services, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. Prior to joining Ameriprise, she worked with RL Naas & Associates and Raymond James Financial Services. She also manages an advisory business, Hayes Powers and Associates, providing financial services in Evansville, IN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm uses proprietary research, third-party data, and algorithmic tools to support its recommendations within a defined investment universe linked to its affiliated product platform.

Mark Nicholson is a CFP® with 33 years of experience in the financial industry. He has been with Ameriprise since 2012 and is currently based in Newburgh, IN. Outside of his advisory role, he serves as a church elder and is a member of his church's governing body. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes written recommendations and tax-aware withdrawal strategies.

Janet Schultheis is a CFP® and holds a Series 66 license, with 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is involved in a small-scale real estate business in Evansville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

John Schneider is a financial advisor at Raymond James & Associates with 27 years of industry experience. He has been with Raymond James & Associates since 2007 and holds Series 63 and Series 66 designations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Robert Wathen II is a financial advisor at Robert Baird & Co. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. since 1981. He also serves as a trustee for a niece's trust. Robert Baird & Co. is a large institutional firm managing approximately $394 billion in assets as of 2025. The firm provides wealth management services to individuals, corporations, pensions, and charitable organizations, offering a range of financial planning, portfolio management, and advisory services with a focus on manager-traded and model-traded strategies supported by internal research and technology.