Bradley Staton is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has been with LPL since 2011. Outside of his advisory role, he serves as the mayor of Henderson, Kentucky. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Mark Chumbler is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019 and Hilliard Lyons since 2016. He is also associated with the Hugh Sandefur Training Center. He 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 from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

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.

John Hodge is a financial advisor at Robert W. Baird & Co. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he is involved in managing family-owned mineral interests through a separate business entity. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Benjamin Franz is a financial advisor with Ameriprise in Evansville, IN, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved with Hayes, Powers and Associates LLC, providing paraplanning services to manage practice operations. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

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.

Jonathan Dierlam is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 19 years of industry experience. He has worked at Cetera since 2021, previously working at Voya Financial Advisors from 2014 to 2021, and has operated Rick Watkins Financial Services, LLC since 2012. He serves as an adjunct professor at the University of Southern Indiana and is a committee member for The First Tee of Indiana, a youth golf education program. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform providing access to both affiliated and third-party investment strategies.

Benjamin Waits is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Evansville, IN. Outside of his advisory role, he is a passive investor and partial franchisee owner of Black Water Family Donuts LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Kimberly Vollman is a financial advisor with Robert Baird & Co. in Evansville, IN, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has worked at Robert Baird since 2021 and previously spent 11 years at Old National and LPL Financial Services. She 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 provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Traye Mattingly is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2012, he has leveraged his prior experience in the retail and wholesale industries to support his advisory role. In 2016, he took on the responsibility of co-coordinating the Practice Management Development program, which provides structured training and coaching for new Merrill Lynch Wealth Management Financial Advisors. Traye specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. He focuses on helping clients establish clear financial goals and develop long-term strategies aligned with their values and priorities. His approach emphasizes disciplined processes, straightforward communication, and building trust-based relationships. He holds a bachelor's degree in Accounting and Finance from the University of Southern Indiana and carries the Personal Investment Advisor (PIA) designation. Traye is engaged in his community through involvement with Christian Fellowship Church and Isaiah 117 House. Outside of work, he enjoys cooking, football, gardening, golfing, music, photography, reading, spending time with his family, swimming, and traveling.

Cheyenne Leavelle is an advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird in 2025, Leavelle held positions at the Kentucky Real Estate Commission and Henderson County Schools. Leavelle is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies supported by internal research and technology tools.

Brandon Hayes is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Hayes serves on the Warrick County Economic Development Board and is the author of a book titled *You're Not Alone: A Financial Lifeline for Widows Navigating the Unknown*. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.