Nicholas Duncheon is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Gibbs Wealth Management in 2020, he worked at Visionary Wealth Management, LLC. He is also the owner of American Principal LLC, where he works as an insurance agent. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that uses third-party platforms and strategists. The firm’s investment approach focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance.

Terry Prather is a CFP® and ChFC® with 15 years of experience in financial advising. He has worked at United Capital Financial Advisors since 2017 and previously spent nine years at Payne Wealth Partners, Inc. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by proprietary technology and a range of investment strategies.

Brittany Schneider Keller is a financial advisor with Kovack Advisors, Inc. in Evansville, IN, holding a Series 66 designation and five years of industry experience. She has worked at Kovack Advisors since 2022 and has prior experience at US Bank and Angie's List. Keller serves on the board of directors for the Make-A-Wish Foundation in Evansville, where she is involved in fundraising for children. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and governmental entities, using both internally developed and third-party investment models supported by an Envestnet workflow.

Daryn West is a financial advisor with Archer Investment Corporation, holding a Series 65 credential and one year of industry experience. He previously worked at Forward Financial LLC and has been involved with Bob's Gym and Fitness Center LLC since 2018. West also owns a tax return preparation business through Forward Financial LLC. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies across a diversified range of asset classes and maintains an extensive branch network of independent advisers.

Scott Furbee is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Kovack Advisors, Inc., where he has worked since 2019. Prior to that, he spent a decade with Securities America Advisors, Inc. Furbee is also a vice president and CPA at John Friend & Company, P.C., a CPA firm. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

John Schneider is a financial advisor with Kovack Advisors, Inc. in Evansville, IN, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. His career includes long-term roles at Securities America, Inc. and managing his own firm, Schneider Financial Group, prior to joining Kovack Advisors. Outside of his advisory work, Schneider serves on the boards of local organizations including the Knight Township Volunteer Fire Department and the Santa Clothes Club, and is a regional council member for Make-A-Wish. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds, ETFs, and other vehicles, offers financial planning and retirement account management, and provides customized fee arrangements and supervisory services to align portfolios with client objectives.

Nathan Moore is a CFP® and ChFC® with 15 years of experience in financial advising. He has worked at United Capital Financial Advisors since 2017 and previously spent 12 years at Payne Wealth Partners, Inc. He serves on the boards of Solarbron, a senior living facility, and the Southwestern Indiana Red Cross. United Capital Financial Advisors provides comprehensive financial planning and investment management services to a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs discretionary asset-allocation models and offers portfolio customization, alternative investments, and client-facing technology to support ongoing portfolio management.

Jeffrey Baker is a CFP® with 35 years of industry experience, currently serving at Vanderbilt Advisory Services. He has been with Vanderbilt Securities, LLC since 2011 and has operated his own CPA practice since 1985. Outside of financial advising, he manages agricultural operations and serves as a member of the Warrick County School Board. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach supported by fundamental and technical analysis, and is notable for its integration with retirement-plan and benefits firms, offering a combined advisory, brokerage, and plan-administration structure.

Steven Waltz is a CFP® with 11 years of industry experience, currently serving at Kovack Advisors, Inc. since 2019. He has prior experience with Securities America Advisors and Securities America Inc. In addition to his advisory role, Waltz operates a wealth management business under the name WealthTrends Advisors. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Michael Feller is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and bringing 28 years of industry experience. His career includes prior roles at Merrill and Bank of America. He serves on the finance committee at Reitz Memorial High School, where he verifies the winning numbers of monthly raffles. Stratos Wealth Advisors is a multi-team SEC-registered firm managing approximately $5.57 billion in assets for nearly 5,000 clients across 31 offices. The firm provides financial planning and portfolio management services to individuals, trusts, retirement plans, and institutions through a network of independent advisory representatives using a range of custodial and managed-account platforms.

William Zellers is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Bankers Life Advisory, he worked at Bankers Life Securities, Inc., Bankers Life & Casualty, Home Insurance Agency, and Masterbrand Cabinets. Outside of his advisory role, he is also an insurance agent specializing in Medicare, Long Term Care, and Life Insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with services including discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and manages portfolios across a broad range of securities, leveraging its affiliation with CNO Financial Group and related affiliates.

Erin Fidler is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2015. Outside of her advisory work, she owns and operates two small businesses in Evansville, Indiana: Little White House Bakeshop and Bella Lou LLC, a dog boutique. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing clients access to advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct-indexing options.

Joshua Mills is a financial advisor with Fifth Third Securities, Inc. in Newburgh, Indiana, holding Series 65 and Series 63 credentials and two years of industry experience. His prior work experience includes roles at Fifth Third Bank, Acceptance Home Mortgage, Acropolis, and Logans Roadhouse. Outside of his advisory work, he is employed part-time as a server at Texas Roadhouse. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a variety of program types on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies, including mutual fund and ETF models, SMA strategies, and tax-overlay services.

John Morrow is a financial advisor with Primerica Advisors in Wadesville, Indiana, holding a Series 66 designation and 23 years of industry experience. His prior firms include Guardian Life Insurance Company, Park Avenue Securities, Fifth Third Securities, and Securities America. Outside of his advisory work, he is involved in farming and serves at St. Paul’s Church of Poseyville, Inc. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including proprietary advisory programs and third-party investment platforms. The firm offers both discretionary and non-discretionary account management with diverse investment options and financial planning solutions.

Brian Owen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Park Avenue Securities since 2011 and with Guardian Life Insurance Company since 2010, where he also sells life insurance products. Park Avenue Securities serves a diverse retail client base including individual investors, high-net-worth clients, and organizations, offering a range of brokerage and advisory services supported by proprietary and third-party investment strategies.

Julie Weyer is a financial advisor at Guardian Life with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of her advisory role, she is involved with Lawton Insurance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of financial planning and investment advisory services.

Christopher Boyd is a financial advisor at Bankers Life Advisory Services, Inc. with nine years of industry experience. He holds Series 65 and Series 63 designations and has been with Bankers Life and its affiliates since 2012. Boyd also serves as a trustee for the SGT John Mills USMC Scholarship, Inc., which awards higher education scholarships. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk tolerances.

Jacob Buckmaster is an advisor with Fifth Third Securities, Inc. in Evansville, Indiana. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. His prior experience includes roles at Fifth Third Bank, Vista Title, Toyota Manufacturing, and Memorial High School. Fifth Third Securities, Inc. serves a diverse clientele including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through various programs on the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies and tax overlay services.

Richard Tenison is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Newburgh, IN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with FIFTH THIRD SECURITIES since 2000. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Amy Williams is a financial advisor with Fifth Third Securities, Inc. in Newburgh, Indiana. She holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 25 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.