Terry Mccollam is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations for clients.

Melissa Khan is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She is based in Evansville, IN, and holds the Series 66 designation. Khan is a board member of the YWCA Evansville, where she assists with fundraising and raising awareness for the organization's mission. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Cora Dawson is a Series 66-licensed financial advisor at OSAIC with six years of industry experience. She previously worked at Gary A. May (May Financial Services) and Evansville State Bank. Before her career in finance, she spent eight years teaching at the middle and high school levels. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms.

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.

William Scales is a Series 66-licensed financial advisor with LPL Financial, based in Henderson, KY. He has one year of industry experience, working concurrently since 2025 at LPL Financial and Old National Bank. His prior roles include five years at Berry Global and positions in education and utilities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides advisory programs, financial planning, retirement consulting, and brokerage services through a network of investment adviser representatives.

Gregory Charnes II is a financial advisor with Ameriprise in Evansville, IN, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2005. He serves on the board of Rolling Hills Country Club Inc. as Treasurer and is involved in business ownership through several LLCs, including one focused on financial advisor practice management. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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.

Braxton Scales is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His work history includes roles at Ameriprise, Merrill Lynch, Dell, Wildcat Health, and State Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored, non-discretionary retirement income planning focused on dependable income and tax-aware withdrawal strategies.