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.

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.

Jeffrey Rhymer is a Senior Resident Director at Merrill, leading a team of investment industry professionals who provide comprehensive wealth management services. He works with High and Ultra High Net Worth Families, Corporate Executives, and Business Owners, leveraging Merrill’s global resources combined with personalized financial strategies. With 16 years in the financial services industry, Jeffrey joined Merrill Lynch Wealth Management in 2007. His expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He assists corporate executives in integrating their corporate benefits into long-term financial plans. Jeffrey holds the Certified Exit Planning Advisor (CEPA) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from the University of Evansville. Outside of work, Jeffrey lives in Evansville, Indiana, with his wife Rebecca and their three children. He enjoys participating in his children's activities as both a coach and fan, and pursues personal interests including fishing, golf, hunting, and soccer.

Bailey Vize is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022, following a brief tenure at Edward Jones. Prior to his advisory career, he held various roles in the service and education sectors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through its brokerage or advisory programs.

Sara Springer is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She was previously with Robert W. Baird for eleven years before joining Ameriprise in 2026. Outside of her advisory work, she runs the Camden Hancock Foundation, which provides scholarships. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement-income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Shelby Smith is a Series 66 credentialed advisor with LPL Financial, based in Evansville, Indiana, and has four years of industry experience. Prior to joining LPL Financial, Shelby worked at German American Bank and held positions at German American Investment Services Group and German American Insurance. Outside of finance, Shelby was affiliated with Crossfit Iron Up and has a background in education through roles at Southern Illinois University Edwardsville and Wabash Valley Community College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and model portfolios from LPL Research and third-party providers.

Kurt Decker is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He previously worked at LPL Financial and has been employed as a financial advisor at Heritage Federal Credit Union since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service designed for those nearing or in retirement. The firm’s approach includes detailed retirement-income planning with ongoing advice focused on income stability and tax-aware withdrawal strategies.

Amanda Rainey is a financial advisor with LPL Financial based in Evansville, IN, holding a Series 66 designation and 13 years of industry experience. She has been with LPL Financial and Old National Bank since 2017, and previously worked at Anthem from 2015 to 2017. Outside of her advisory role, she also performs notary services and holds outside employment unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Gina Jung is a financial advisor with LPL Financial in Evansville, IN, holding a Series 66 designation and 24 years of industry experience. She has worked at LPL Financial since 2009 and has concurrently been associated with Onb Investment Services since 2003. Jung also has a business activity related to Old National Bank involving financial institution duties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from in-house and third-party research.

Tyler Pike is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Baird, he worked at AstraZeneca for several years. The DDK Group, Tyler’s team at Baird, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning, portfolio management, and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

Benjamin Franz is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its predecessor firms since 2007. Outside of his advisory role, Franz is involved as a paraplanner with Hayes, Powers and Associates LLC, where he manages practice operations. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Bradley Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management in Evansville, Indiana. He has 10 years of experience in financial services and focuses on providing wealth management advice to individuals, families, and organizations. Bradley guides clients in developing appropriate asset allocation strategies and implements wealth management plans tailored to their needs. His client base includes families, business owners, physicians, trusts, and estates. Bradley earned a Bachelor of Science degree from Indiana University in 2003. He holds the Professional Designation of Personal Investment Advisor (PIA). Beyond his professional responsibilities, Bradley serves on the board of directors for the Boys & Girls Club of Evansville. He and his wife, Jessica, live in Evansville with their two children.

Michelle Vanover is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 63 designation and 27 years of industry experience. She has worked at Robert Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons for 19 years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Patrick Schulz is a financial advisor with LPL Financial in Evansville, IN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2009 and has been affiliated with Old National Bank since 1996. Outside of his advisory role, Schulz teaches batting lessons as a coach and referee. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.