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.

Ryan Wilkey is a financial advisor with Edward Jones in Henderson, Kentucky, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns and maintains a rental property in downtown Henderson. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Anna Hargis is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she focuses on assisting clients with a comprehensive range of financial services 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. She leverages her background as a CPA and holds professional designations such as 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). Anna has experience in for-profit, non-profit, and government sectors and is dedicated to helping individuals and families navigate their financial journeys. She emphasizes the importance of listening and asking insightful questions to develop effective and efficient financial strategies aligned with clients' priorities. Anna holds a Bachelor's Degree from the University of Evansville and maintains FINRA Series 7 and Series 66 registrations. Outside of her professional role, Anna is involved in her community through various organizations including Bethel Church, Big Brothers Big Sisters of Southwestern Indiana, United Way of Southwestern Indiana, and Welborn Baptist Foundation. Her personal interests include cooking, music, reading, running, scrapbooking, sewing, spending time with her family, table tennis, traveling, and watching movies.

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.

Nina Olague is a financial advisor with LPL Financial in Evansville, IN, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her prior work includes roles at Ameriprise and Republic Bank of Chicago. She also serves as a Notary Public. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

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.

Jacob Stilwell is a financial advisor at LPL Enterprise with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research, Edward Jones, and Western & Southern Life, among others. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

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.

Myra O'Leary is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at LPL Financial since 2009 and has been associated with Old National Bank since 1994. Outside of advising, she performs notary services. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 at Merrill in Evansville, IN, holding a Series 66 designation and with four years of industry experience. His prior work includes roles at Bank of America and Defenders, alongside periods as a full-time student. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.