Amy Bouchie is a CFP® with 34 years of experience in the financial industry. She is currently with Western Wealth Management LLC and has previously worked at Level Four Advisory Services and LPL Financial. Outside of advising, she serves as an expert witness in legal matters. Western Wealth Management LLC serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors through comprehensive portfolio management, financial planning, and consulting. The firm operates as a decentralized network of 88 investment adviser representatives and offers a range of strategies including model portfolios, ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.

Gregory Donaldson is a financial advisor with Donaldson Capital Management LLC in Evansville, IN, holding 27 years of industry experience. He has been with Donaldson Capital Management since 1994. 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-plan fiduciary roles and institutional entities such as banking and insurance companies.

John Keach is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with 12 years of industry experience. He has been with Donaldson Capital Management since 2012. 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 portfolios tailored to clients’ income needs and risk tolerance, serving a diverse client base that includes retirement plans, banking institutions, and municipal sponsors.

Warren Ward is a Certified Financial Planner® at Donaldson Capital Management LLC with 26 years of industry experience. He previously worked at Wwa Investing & Planning for eight years prior to joining Donaldson Capital Management in 2024. Outside of his advisory role, Mr. Ward serves as an elder at First Presbyterian Church and coordinates the Jazz Series for the Columbus Indiana Philharmonic. Donaldson Capital Management provides investment management and financial planning services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a model-driven, proprietary approach focused on dividend-paying equities and fixed income, offering both discretionary and non-discretionary portfolio management along with fiduciary retirement-plan services.

Derek Riddle is a financial advisor at Donaldson Capital Management LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and SS&C Technologies. 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 income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciary services and institutional entities.

Jason Hall is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, with 15 years of industry experience. He has been with Donaldson Capital Management since 2014 and holds the Series 63 and Series 66 designations. 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, serving a diverse client base that includes retirement-plan fiduciary roles and institutional entities such as banking and insurance companies.

Bradley Ford is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Madison Avenue Securities since 2019 and previously spent 13 years at USA Financial Securities Corporation. Ford is also president of Vineyard Financial Inc., where he oversees sales of life insurance, fixed annuities, and long-term care solutions. Additionally, he serves on the board of directors for Community Worship Arts, Inc., a nonprofit para-church ministry. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a network of investment adviser representatives.

Zachary Chavira is a financial advisor with Donaldson Capital Management LLC in Evansville, IN, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at Donaldson Capital Management since 2017 and previously at Ameriprise Financial Services from 2015 to 2017. 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 portfolios tailored to client income needs and risk tolerance, also offering specialized fiduciary services and sub-advisory roles to collective investment trusts.

Kyler Wagner is a financial advisor at Donaldson Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Donaldson Capital Management, he held positions at Fifth Third Bancorp, Enterprise Mobility, and several other companies in various roles. 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 portfolios tailored to clients’ income needs and risk tolerances.

Michael Battaglia II is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has prior experience at Retirement Planning Solutions, Legacy Advisory Services, AE Wealth Management, Global Financial Private Capital, and Casey Wealth Consultants. Outside of his advisory role, he is involved in pastoral ministry, including public speaking and officiating at churches. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charities, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed strategies with locally managed portfolios to tailor client solutions.

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.

Donald Michael is a financial advisor with Donaldson Capital Management LLC, holding a Series 65 credential and 23 years of industry experience. He previously worked at IMC Advisors, LLC for 25 years before joining his current firm in 2026. He is also an officer of Irwin Management Company, Inc., an inactive family office with which he has been affiliated since 1977. Donaldson Capital Management serves individual and institutional clients, offering investment management, financial planning, consulting, and retirement-plan services. The firm employs a model-driven investment approach with proprietary portfolio strategies and provides pooled-vehicle management alongside retirement-plan fiduciary services.

Sebastian Sedlaczek is a financial advisor with Madison Avenue Securities, LLC and holds a Series 66 designation. He has been in the industry since 2024, with prior experience at Griswold Consulting and CRST Specialized Transportation. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages about $2.0 billion for nearly 14,000 clients through various portfolio management approaches and multiple custodial and platform relationships.

Braden Herendeen is a financial advisor at Donaldson Capital Management LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at Lifetime Financial Growth and several academic and research appointments at IUPUI. 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 income- and growth-oriented portfolios, serving a range of clients including retirement plans and institutional entities.

Stephen Obenchain is a financial advisor at Donaldson Capital Management LLC with 16 years of industry experience. He holds the Series 66 designation and has been with Donaldson Capital Management since 2014. 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 portfolios tailored to income needs and risk tolerance, serving a diverse client base that includes retirement-plan fiduciaries and institutional entities.

Blake Alsman is a CFP® and holds a Series 65 license, with 12 years of experience in the financial advisory industry. He has been with Donaldson Capital Management LLC since 2013. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm uses proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions and municipal plan sponsors.

Bryce Duncan is a financial advisor with Donaldson Capital Management LLC, holding a Series 65 designation. He has been with the firm since 2016. 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 range of clients including retirement plans, banking institutions, and municipal sponsors.

Matthew Markle is a CFP® professional with 15 years of industry experience, currently serving at Donaldson Capital Management LLC since 2008. He holds the Series 65 designation and is based in Evansville, IN. 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, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Jody Littrell is a Series 65-licensed financial advisor with 12 years of industry experience. He currently works at Donaldson Capital Management LLC and previously spent 12 years at IMC Advisors, LLC. Donaldson Capital Management serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, foundations, corporations, and other business entities. The firm employs a model-driven investment approach with proprietary portfolio strategies focused on dividend-paying equities and fixed income, alongside financial planning, consulting, and retirement-plan services.

James Coursey Jr. is a financial advisor at Donaldson Capital Management LLC with a Series 65 designation and three years of industry experience. Prior to joining Donaldson Capital Management in 2022, he worked at Field & Main Bank from 2018 to 2022 and at Union University from 2014 to 2018. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies combining fundamental, technical, and statistical analysis, and serves a diverse client base that includes banking institutions, insurance companies, and state or municipal plan sponsors.