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.

Heather Bacon is a financial advisor at Robert Baird & Co. with 18 years of industry experience. She has been with Robert Baird since 2019 and previously worked at Hilliard Lyons. She holds a Series 66 designation. Heather 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 institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of strategies and managers to align with client goals and risk tolerances.

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 serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he and his team collaborate with clients and their families to help achieve financial goals through personalized strategies. His work involves assisting clients with various financial transitions, including retirement planning, business sales, and changes in employment. Mr. Hedde brings a multidisciplinary perspective to financial advising, drawing on experience from his prior role as Vice President at Harding, Shymanski & Company, where he provided consulting on business matters. Since joining Merrill Lynch in June 2016, he has specialized in areas such as employee benefits planning, family wealth management, legacy planning, tax minimization, and investment strategies. 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. Mr. Hedde is active in his community, having served on boards of organizations such as Ronald McDonald House Charities of the Ohio Valley, Youth First, and Right to Life of Southwestern Indiana. Outside of work, he enjoys outdoor activities including baseball, basketball, fishing, hunting, softball, and spending time with his family.

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 Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2014 after graduating from the University of Southern Indiana with a bachelor's degree. Michael holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses a wide range of client focus areas such as college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and tax minimization. Michael works with clients to develop potential solutions and provide investment guidance by understanding their short- and long-term financial objectives. Beyond his professional career, Michael is involved in his community, serving on the board of directors for the Evansville Salvation Army. Formerly a bass player for the band Mission Six, he currently resides in Evansville, Indiana with his wife and two daughters. His personal interests include golfing, hunting, music, spending time with his family, and traveling.

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.

Christy Long is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and previously worked at Commonwealth Financial Network and Kenco Logistics. Outside of her advisory role, she serves as president of Long Wealth Planning, LLC and is licensed as a fixed insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using detailed analytical tools and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Clark Stanfill is a financial advisor with Edward Jones in Evansville, IN, holding a Series 66 designation and having eight years of industry experience. He previously worked at OneMain Financial from 2015 to 2017 before joining Edward Jones in 2017. Outside of his advisory role, he engages in videography and editing for local bands and car enthusiasts in Newburgh, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a broad network of financial advisors and branch offices nationwide.

Michael Hayden is a financial advisor with Merrill in Evansville, IN, holding a Series 66 designation and three years of industry experience. Prior to Merrill, he worked at Old National Bank for 20 years. Outside of his advisory role, he is a part-owner of an engine remanufacturing business and participates in local community organizations including a school sports booster club and a country club golf committee. 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 both model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

David Sutton is a Series 66-licensed financial advisor with Ameriprise in Henderson, KY, bringing 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored income recommendations.

Bart Emig is a Series 66-registered financial advisor with LPL Financial in Evansville, IN, where he has worked since 2014. He has 12 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Mitchell Heim is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials. He has held multiple roles across construction and investment firms since 2021 and has been with Primerica Financial Services since 2017. Heim’s background includes experience at Purdue University and several construction companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody.