Bradley Staton is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2011. Staton serves as the mayor of Henderson, Kentucky, a role he began in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology tools.

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 financial advisor with LPL Financial based in Evansville, IN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, Shelby worked at German American Bank and held roles at German American Investment Services Group and German American Insurance. Outside of finance, Shelby has experience coaching at Crossfit Iron Up and teaching at Southern Illinois University Edwardsville and Wabash Valley Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 in Evansville, IN, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Old National Bank since 2017, Anthem from 2015 to 2017, and Fifth Third Securities from 2011 to 2015. Outside of her advisory work, she serves as a notary and holds outside employment at Kohls. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gina Jung is a financial advisor with LPL Financial in Evansville, IN, holding a Series 66 designation and over 24 years of industry experience. She has been with LPL Financial since 2009 and has concurrently worked at Onb Investment Services since 2003. Jung also has a role with Old National Bank involving financial institution duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

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.

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 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, Indiana. He holds Series 63 and Series 65 credentials and has 29 years of industry experience, including long tenures at LPL Financial since 2009 and Old National Bank since 1996. Outside of his advisory work, he teaches batting lessons as a coach and referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor tools and a broad network of over 22,800 advisors.

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 utilized his experience from the small business sector and the retail and wholesale industries to serve his clients. In 2016, he became co-coordinator of the Practice Management Development program for his complex, which is a structured training and coaching program for new Merrill Lynch Wealth Management Financial Advisors. Traye works with individuals and families providing services including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. He focuses on building financial strategies aligned with clients' goals, values, and long-term priorities by offering disciplined processes and straightforward communication. Traye holds the Personal Investment Advisor (PIA) designation. He graduated from the University of Southern Indiana with a bachelor's degree in Accounting and Finance. Traye is involved in his community through volunteering at Christian Fellowship Church and Isaiah 117 House in Evansville. Outside of work, he enjoys cooking, football, gardening, golfing, music, photography, reading, swimming, traveling, and spending time with his family.

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.