Charli Parsons is a financial advisor with Robert Baird & Co., holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Baird, she worked at Azzip Pizza and has been affiliated with the University of Southern Indiana since 2023. Parsons is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm utilizes a range of services including financial planning, portfolio management, and specialized account programs, supported by ongoing manager selection and internal research tools.

Chelsea Rexing is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she is involved in farming as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Nikki Moore is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Ameriprise since 2026 and previously served at LPL Financial and Cuna Brokerage Services. Moore also holds a leadership role at Liberty Federal Credit Union as Vice President and Wealth Advisor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Gabriel Mc Farland is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Raymond James, he worked at Independence Bank for three years and has experience in educational roles at Transylvania University and Owensboro Catholic High School. Raymond James & Associates 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Greg M Charnes II is a Series 66-credentialed advisor with Ameriprise, based in Evansville, IN, and has 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer and Board Member of Rolling Hills Country Club Inc. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning with tax-aware withdrawal strategies and ongoing advice through a centralized service team.

Arium Devine is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2017 and has been affiliated with Old National Bank since 2015. 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 and financial planning services, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

David Henze is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked for Lincoln Financial Advisors for 23 years before joining OSAIC in 2025. In addition to his advisory role, Henze offers various insurance products including disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.