Evan Lynch is a financial advisor at Lynch & Associates in Newburgh, IN, holding a Series 65 designation with three years of industry experience. He has been with Lynch & Associates since 2020 and previously was a student for seven years. Lynch & Associates is a team of seven advisors providing investment supervisory services and consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental and technical analysis and manages approximately $831 million in client assets.

Addison Volkman is a financial advisor at Pettinga Financial Advisors, LLC with three years of industry experience. They hold a Series 65 designation and have been with Pettinga Financial Advisors since 2017, with intermittent periods of full-time education. Pettinga Financial Advisors, LLC is an SEC-registered firm managing approximately $1.11 billion for individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary investment management, financial planning, and ERISA plan services, utilizing customized and model portfolios that include mutual funds, ETFs, fixed income, alternative investments, and individual securities.

Joel Mullins is a financial advisor at Pettinga Financial Advisors, LLC in Evansville, IN, holding Series 66 and Series 63 designations with 18 years of industry experience. He has worked at Pettinga Financial Advisors since 2018 and previously spent three years at FDx Advisors, Inc. Pettinga Financial Advisors is an SEC-registered firm managing approximately $1.28 billion in client assets, serving high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management and financial planning, tailoring portfolios through customized allocations that may include mutual funds, ETFs, fixed income, third-party managers, and alternative investments.

Matthew Volkman is a CFP® with 29 years of industry experience and has been with Pettinga Financial Advisors, LLC since 2011. He holds a Series 65 license and is based in Evansville, Indiana. Pettinga Financial Advisors, LLC is an SEC-registered advisory firm managing approximately $1.11 billion for individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, and ERISA plan services, utilizing customized and model portfolios that include mutual funds, ETFs, fixed income, alternative investments, and individual securities.

Paul Kohlman is a financial advisor with KPP Advisory Services LLC in Evansville, IN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 39 years of industry experience, including long tenures at Concourse Financial Group Securities Inc and AFG Financial, LLC. His outside business activities include involvement with AFG Properties LLC, a real estate investment entity. KPP Advisory Services LLC offers financial planning, investment management, and retirement plan consulting to a broad client base, including individuals, high-net-worth clients, trusts, and small businesses. The firm emphasizes asset allocation through mutual funds, ETFs, third-party managers, and model portfolios, operating under a fiduciary standard with tailored wealth management solutions.

Austin Volkman is a financial advisor at Pettinga Financial Advisors, LLC in Evansville, IN, holding a Series 65 credential with six years of industry experience. He has been with Pettinga Financial Advisors since 2017. Pettinga Financial Advisors is an SEC-registered firm managing approximately $1.28 billion in assets, serving high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary investment management, financial planning, and ERISA plan services, tailoring portfolios to client objectives with a range of investment options and model portfolios supported in part by BlackRock.

James Lynch is a financial advisor at LYNCH & Associates with 6 years of industry experience. He holds the ChFC® designation and Series 65 license and has been with LYNCH & Associates since 2003. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, including the use of margin in managed accounts with client approval.

John Porter is a CFA® charterholder with 28 years of industry experience. He has been with KCPAG Financial Advisors LLC since 2001 and previously worked at Securities America, Inc. for 14 years. Porter also maintains long-term roles with Kemper Capital Management LLC and affiliated entities. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, managing approximately $22.5 million in discretionary assets. The firm offers financial planning, portfolio management, and retirement plan consulting through a team of 13 advisors across 27 offices, utilizing fundamental analysis and a combination of long- and short-term investment strategies.

Tonya Borders is a Series 65-licensed financial advisor at Pettinga Financial Advisors, LLC in Evansville, IN, with 14 years of industry experience. She has been with Pettinga Financial Advisors since 2011. Pettinga Financial Advisors is an SEC-registered advisory firm managing approximately $1.11 billion for a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, and ERISA plan services, utilizing customized and model portfolios that incorporate a range of investment vehicles and third-party resources.

Benjamin Russell is a Certified Financial Planner (CFP®) with 16 years of experience in the financial services industry. He is currently associated with KCPAG Financial Advisors LLC, where he has worked since 2016. His prior experience includes roles at Securities America, Inc. Russell is also affiliated with Kcpag Insurance Services LLC and Kemper Capital Management LLC. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm serves approximately 405 clients across 27 offices through a team of 13 advisors, using a mix of fundamental analysis, long- and short-term strategies, and offering both discretionary and non-discretionary management.

Brandon Roop is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Donaldson Capital Management LLC since 2010. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct tailored income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciary services and institutional entities.

David Waltz is a CFP® with 40 years of experience in the financial services industry. He is currently with Kovack Advisors, Inc., where he has worked since 2019, and has prior experience dating back to 1982 with D.A. Waltz and Associates and insurance brokerage. Outside of his advisory work, he serves as co-trustee of his father's trust. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs and offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

James Roberts is a financial advisor at Donaldson Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Donaldson Capital Management in 2025, he held various roles in technology and logistics firms. Donaldson Capital Management serves a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a model-driven investment approach using proprietary portfolio strategies and provides services such as investment management, financial planning, and retirement-plan fiduciary engagements.

Robert Quick is a financial advisor at Donaldson Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Apex Group Ltd., Gottco, the University of Evansville, and served in the United States Air Force for eleven years. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to manage income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciary services and institutional entities.

Matthew Effinger is a financial advisor at Donaldson Capital Management LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at USA Financial Securities and Hentrup Financial Group. Donaldson Capital Management serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment management through proprietary portfolio strategies and fiduciary services for retirement plans. The firm emphasizes a model-driven approach focused on dividend-paying equities and fixed income, combining pooled-vehicle management with retirement-plan services.

Matthew Bernhardt is a financial advisor at Donaldson Capital Management LLC with 12 years of industry experience. He holds the Series 66 designation and has been with Donaldson Capital Management since 2015. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and a combination of fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement plans, banking institutions, and insurance companies.

Bryce Turner is a financial advisor at Donaldson Capital Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Summit Financial Group and Northwestern Mutual. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes less-common institutional areas such as retirement-plan fiduciary services and sub-advisory roles for collective investment trusts.

Andrew Richmond is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with five years of industry experience. He has been with Donaldson Capital Management since 2017 and previously worked at Meuth ReNewvations while completing his studies. Donaldson Capital Management offers investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to tailor income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Matthew Wright is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with four years of industry experience. Prior to joining Donaldson Capital Management in 2021, he worked with Evansville Vanderburgh School Corporation and AstraZeneca/Bristol-Myers Squibb. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create portfolios tailored to income needs and risk tolerance, while also serving unique institutional clients such as retirement-plan sponsors and banking institutions.

Kira Vaal is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with six years of industry experience. She has been with Donaldson Capital Management since 2014. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement plans, banking institutions, and municipal plan sponsors.