Joseph Berry is a financial advisor at LYNCH & Associates with four years of industry experience. He holds a Series 65 designation and previously worked for Warrick County School Corp for ten years. 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 asset allocation and mutual fund/ETF selection.

Benjamin Brown is a financial advisor at KCPAG Financial Advisors LLC with two years of industry experience. He holds a Series 65 designation and has previous work history at Kemper Capital Management, Fastenal Company, and DoorDash. He has been involved with Illiana Christian Assembly, Inc. for nine years. KCPAG Financial Advisors LLC offers financial planning, portfolio management, and retirement plan consulting services to individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm manages approximately $22.5 million in discretionary assets through a team of 13 advisors across 27 offices, providing both discretionary and non-discretionary management with a mix of long- and short-term investment strategies.

Brian Goebel is a CFP® professional with 25 years of experience in financial advising. He has been with Pettinga Financial Advisors, LLC since 2013. The firm manages approximately $1.11 billion for a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Pettinga offers discretionary investment management, financial planning, and ERISA plan services, utilizing customized and model portfolios with a range of investment options.

Ryan Lynch is a CFP®, ChFC®, and Series 65-registered advisor with 27 years of industry experience. He has been with Lynch & Associates since 1995. 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 asset allocation and mutual fund/ETF selection.

Shawna Horne is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her background includes roles at Securities America, Inc., Kcpag Brokerage LLC, and Kcpag Insurance Services LLC. She has worked with KCPAG Financial Advisors LLC since 2001. KCPAG Financial Advisors LLC offers financial planning, portfolio management, retirement plan consulting, and referrals to third‑party money managers for individuals, trusts, estates, pension and profit-sharing plans, and business clients. The firm manages approximately $22.5 million in discretionary assets for about 405 clients through a team of 13 advisors across 27 offices, employing fundamental analysis and a range of asset management strategies.

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 ChFC® credentialed financial advisor with 39 years of industry experience. He is currently with KPP Advisory Services LLC and has previously worked at LPL Financial LLC and Concourse Financial Group Securities Inc. Kohlman is also involved with AFG Financial, LLC, a business he has maintained for several decades. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and employer-sponsored retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and offers a fiduciary-standard investment approach that includes mutual fund and ETF-focused portfolios supplemented by third-party managers and algorithm-based strategies.

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.

Kyle Wininger is a financial advisor with Avantax Planning Partners, Inc. in Evansville, IN, holding the PFS™ designation and two years of industry experience. He also serves as Vice President at Harding Shymanski & Company, a regional accounting firm where he has worked for over 25 years. Wininger is actively involved in community service, holding board positions with the Boys & Girls Club of Evansville, Tri-State Food Bank, and Cops Connecting with Kids. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, leveraging model-based style allocation strategies and discretionary portfolio management within a larger corporate group that includes affiliated broker-dealer and pension consulting entities.

David Diekmann is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience. He has held roles at Cambridge Investment Research Advisors and LPL Financial before joining Gladstone Wealth Group in 2021. Diekmann maintains active advisory responsibilities through multiple independent registered investment advisor entities. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm operates through a network of independent adviser representatives and offers discretionary portfolio management with access to third-party managers and model portfolios.

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.