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.

Emma Hodge is a financial advisor with Robert Baird & Co., holding a Series 66 designation and one year of industry experience. She previously worked at the Green River District Health Department in Kentucky and attended Belmont University. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning, consulting, and portfolio management services supported by internal research and a mix of discretionary and non-discretionary investment strategies.

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.

Heath Schneider is a financial advisor with Ameriprise in Evansville, IN, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

John Ubelhor is a financial advisor at Edward Jones with 40 years of industry experience. He has held his current position since 1985. Outside of his advisory role, he is involved in several tree-related businesses, including a tree service company, a tree farm, and a specialized tree equipment provider. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a variety of investment strategies and affiliated services under a fiduciary standard.

Cynthia Phillips is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2007. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Cory Pinkston is a financial advisor at Wells Fargo Advisors in Evansville, IN, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has spent his career with Wells Fargo entities since 2009. Pinkston has ownership interests in two affiliated financial firms based in Evansville. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Justin Soderlund is a CFP® and Series 66-registered advisor with Robert Baird & Co. He has been with Baird since 2025 and previously worked at German American Bank from 2021 to 2025. Before entering the financial industry, he was affiliated with Indiana University from 2013 to 2021. He 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 charitable organizations. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers, including discretionary and non-discretionary options, as well as complex investment strategies.

Roger Nurrenbern is a financial advisor with Edward Jones in Evansville, IN, holding Series 63 and Series 66 designations. He has 25 years of industry experience, all of which have been with Edward Jones since 2001. Outside of his advisory role, he serves on the investment committee of the West Side Nut Club and is involved in farming activities with his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jack Young is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1997. Based in Evansville, IN, he has spent the majority of his career at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Kimberly Schultz is a financial advisor at Robert Baird & Co. with 11 years of industry experience. She holds Series 65 and Series 63 designations and has worked at firms including Donaldson Capital Management and J.J.B. Hilliard W.L. Lyons. She serves as a board advisor and committee member for the Community Foundation Alliance in Evansville, IN. The DDK Group, part of Robert Baird & Co.’s Private Wealth Management department, provides financial planning and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies along with manager selection driven by home-office research.

David Anderson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He previously worked at Infinex Investments, Inc. and Edward Jones. Outside of his advisory role, he is employed by the Evansville School Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management and platform solutions.

Terry Correll is a financial advisor with Wells Fargo Advisors in Evansville, IN, holding Series 63 and Series 66 designations and 45 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he owns farmland in Robards, KY, generating rental income from crop production. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a range of specialized planning options supported by Wells Fargo’s research and tools.

Nicholas Brazel is a financial advisor at Edward Jones in Evansville, IN, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he worked at Kenny Kent Toyota for 26 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Blake Pressler is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at W&S Brokerage Services and Western & Southern Life. Before his financial services career, he was employed at Goodwill and the University of Southern Indiana. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports.

Tyler Saxe is a financial advisor with Wells Fargo Advisors in Evansville, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo in various capacities since 2012. Outside of his advisory role, he has ownership interests in two financial-related firms, SAXE PINKSTON FINANCIAL GROUP LLC and TYLER S. SAXE LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and written summaries.

Matthew Giles is a financial advisor with LPL Financial, holding a Series 66 designation and over 24 years of industry experience. He has been with LPL Financial Services since 2009 and has also been associated with Onb Investment Services since 2002. Outside of advisory work, he is involved with NexWave E-commerce LLC and is a published author. 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 advisors. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Meredith Connors is a financial advisor with Merrill in Evansville, IN, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. She has been with Merrill since 2014 and has also worked at Bank of America, N.A. Aside from her advisory role, she is a general partner and managing member of Starfish Cove LLC, a company owning and maintaining vacation property. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.