Joseph Helfrich is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017, following a 17-year tenure at Fifth Third Securities. Outside of Schwab, he owns and manages JJ Helfrich & Associates, where he oversees branch operations and employee management. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operational and supervisory structures.

Sara Rogier is a financial advisor with Robert W. Baird & Co. in Evansville, Indiana, holding a Series 66 credential and four years of industry experience. Prior to joining Baird in 2022, she worked at Reckitt and Mead Johnson. Outside of her advisory role, she serves as a board member and treasurer for the Evansville Cyclones Baseball organization. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and offers investment strategies that include SMA programs, tax management, and internal research tools.

Bryan Wittenbraker is a financial advisor at MassMutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with MML Investor Services and MassMutual Life Insurance Company since 2011. Outside of his advisory role, he is involved in life and health insurance sales through Clippinger Financial Group, LLC. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved tools and offers specialized services including estate-settlement and employer-sponsored planning programs.

Andrew Buechler is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior roles include positions at German American Bank, Kimball, and the University of Southern Indiana. Raymond James & Associates, Inc. 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, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Anna Hargis is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including Corporate Executive Services, Education Planning, Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Women and Wealth, and Tax Minimization. Anna holds several professional designations including Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also a CPA with Series 7 and Series 66 FINRA registrations. Anna earned her bachelor's degree from the University of Evansville. She has experience working in the for-profit, non-profit, and government sectors and is committed to helping individuals and families navigate their financial journeys. Her approach emphasizes asking good questions, listening carefully to clients, and developing financial strategies that align with clients' priorities effectively and efficiently. Outside of her professional work, Anna enjoys cooking, music, reading, running, scrapbooking, sewing, spending time with her family, playing table tennis, traveling, and watching movies. She is involved in her community through activities such as Bethel Church and serving as a board member of the Welborn Baptist Foundation. She has also previously served on the boards of Big Brothers Big Sisters of the Ohio Valley and United Way of Southwestern Indiana.

Christopher Robinson is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has previously worked at Environmental Cleaning Solutions and Pacific Press Technologies. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with due diligence on alternative investments.

Mark Gerst is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Robert Baird since 2019. Prior to that, he worked at J.J.B. Hilliard, W.L. Lyons, Inc. since 1993. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded SMA strategies, overlay management, tax management, and direct indexing, supported by internal research and ongoing manager monitoring.

Ralph Wimsatt is a financial advisor at Robert Baird & Co. with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 2019 and at J.J.B. Hilliard, W.L. Lyons, LLC since 2011. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management serves a range of clients including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing manager-traded and model-traded strategies alongside tax management and direct indexing.

Madeline Masterson is a financial advisor with Robert Baird & Co. in Evansville, IN. She holds a Series 66 designation and has five years of industry experience, all with Baird since 2018. Outside of her advisory role, she works as a fitness instructor at a local gym. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies and investment approaches to meet client goals and risk tolerances.

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.

Matthew Riordan is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, using a variety of direct portfolio management and model-based solutions.

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.

Cole Knapp is a financial advisor at LPL Financial in Evansville, IN, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Old National Bank and its divisions, as well as time spent in full-time education. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

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.