Cole Knapp is a financial advisor with LPL Financial, holding a Series 66 designation. He is based in Evansville, IN, and has less than one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Old National Bank and its division, 1834. 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.

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 with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he was employed at the University of Southern Indiana. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it also offers a range of financial planning and consulting services.

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 over 20 years of industry experience. He has been with Robert Baird since 2019 and previously worked at Hilliard Lyons. Berger serves on the finance and cultural committees of Temple Adath Bnai Israel and is Treasurer for several community organizations, including the EVSC Foundation, Rotary Foundation of Evansville, and Vanderburgh County CASA. The DDK Group at Robert W. Baird & Co., where Berger works, serves individuals, corporate clients, pensions, and charitable organizations through comprehensive wealth management services. The firm offers a range of portfolio management and advisory solutions, combining manager-traded and model-traded strategies with ongoing research and monitoring.

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 with Edward Jones in Boonville, Indiana, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. Outside of his advisory role, he is involved in multiple tree-related businesses, including a tree service company, a tree farm, and a specialized tree equipment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets. The firm is known for its extensive network of advisors and branches, as well as its comprehensive offerings including discretionary and non-discretionary management, tax-efficient services, and affiliated mutual funds.

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 Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. His prior roles include positions at Infinex Investments, Inc. and Edward Jones. Outside of his advisory work, he is employed by the Evansville School Corporation. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to pension plans and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports tailored investment strategies through various custody platforms and proprietary and third-party model 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 at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo entities since 2012. In addition to his role at Wells Fargo, he has ownership interests in two financial services firms based in Evansville, Indiana. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations using proprietary research and planning tools, serving clients across a range of planning needs including retirement, education, risk management, and specialized services for business owners and other niches.

Matthew Giles is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. He has worked with LPL Financial Services since 2009 and has been associated with ONB Investment Services since 2002. Outside of his advisory roles, he has authored a published book and is involved in an e-commerce business. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while maintaining a broad range of non-advisory financial services.

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.