Marcus Hester is a financial advisor with Eagle Strategies (NY Life) based in Evansville, IN, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has worked with Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company since 2012 and operates under The Hester Group for insurance brokering and New York Life product services. Outside of his advisory work, Hester serves on the boards of several local organizations including the Ivy Tech Foundation, Evansville Brownfields Corporation, Evansville Day School, and the Evansville Endowment Fund, and coaches middle school basketball. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers a variety of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis, and maintains integrated operations within the New York Life affiliate structure.

Matthew Wedding is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with Bankers Life and related entities since 2012 and is involved in real estate through ownership in Synergy Real Estate Partners LLC and One Vision Properties LLC. He also manages and trains agents as a Unit Sales Manager at Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Courtney Wesselman is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. She holds Series 65 and Series 63 credentials and has been involved with Bankers Life and its affiliated entities since 2013, serving also as a Unit Field Trainer recruiting and training insurance agents. Outside of her advisory role, she volunteers as a booster member supporting a high school marching band. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Marshall Redmon is a financial advisor with Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has been with Fifth Third Securities since 2026. His prior work experience includes roles at Fifth Third Bank, Door Dash, and the University of Southern Indiana. Fifth Third Securities, Inc. serves a broad mix of individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program, providing clients with a range of investment strategies including mutual funds, ETFs, SMAs, and tax-overlay services.

Linda Oeth is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 65 and Series 63 licenses and has 28 years of industry experience. Her prior roles include positions at Weinzapfel Wealth Advisors, Inc. and Economy Securities, Inc. She also serves as a bank associate and financial advisor at Stock Yards Bank & Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools to support client goals and maintains unique affiliations such as a municipal advisor to enhance its public finance work.

Emily Rauch is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at Holy Cross College and the Pontifical University of St. Thomas Aquinas. Outside of her advisory role, she has been involved with a health and wellness company, Juice Plus, as a qualifying sales coordinator. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Franci Doroska is a financial advisor at Merrill with 13 years of industry experience. She has been with Merrill since 2014 and holds Series 63 and Series 66 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hema Vyas is a CFP®-certified financial advisor with Ameriprise, based in Newburgh, IN, and has 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of financial advising, she owns Krishna Krupa LLC, a business supplying cleaning products to local motels and hotels. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds. The firm combines research-driven modeling and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Terry Wheeler is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America N.A. since 2014. Outside of his advisory role, he serves as a director for the Evansville Christian Life Center, a charitable organization providing various community services, and holds leadership positions in family and property-related limited partnerships. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple strategy types and tax-efficient capabilities, supported by integration with Bank of America affiliates and a comprehensive manager selection and monitoring process.

Kayla Acton is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 credential and previously worked at Robert Baird & Co. and Jjb Hilliard Wl Lyons. Outside of her advisory role, she serves as a board member for the Ivy Glenn Homeowners Association in Newburgh, Indiana. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Charles David II is a financial advisor at Edward Jones in Evansville, Indiana, holding a Series 63 designation with 33 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branches across the United States.

Jessica Deminey is a financial advisor with Raymond James & Associates, holding a Series 66 designation and possessing 10 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates is a large 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 and consulting services with a range of portfolio management styles and affiliated research resources.

Joshua Goben is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Old National Investments and Allstate Insurance Co. He is also a co-owner and vice-president of Goben & Goben Inc, a property and casualty insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing research from LPL and third-party subadvisors across diversified and alternative strategies.

Andrew Thacker is a financial advisor with Ameriprise in Boonville, IN, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the board of the Newburgh Police Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad array of advisory, brokerage, and insurance solutions typical of a large institutional provider.

William Baumberger is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at LPL Financial and Old National Bank. Baumberger also maintains a financial advisory role with Heritage Federal Credit Union. Ameriprise serves primarily individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes managed accounts within its investment approach.

Scott Clippinger is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 designations. He has 41 years of industry experience, including over four decades with MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in life and health insurance sales and permitted life settlement participation through NFP. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved tools such as Monte Carlo simulations and automated asset allocation to develop client-specific recommendations.

David Howard is a financial advisor with Raymond James & Associates in Evansville, IN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Raymond James & Associates since 2017 and was previously with Investment Centers of America from 2015 to 2017. Raymond James & Associates, Inc. is a large 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.

Kyle Leffel is a Financial Advisor with Merrill Lynch Wealth Management, where he focuses on business development and financial planning. He holds Series 7 and 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Kyle works with individuals and families to provide personalized wealth management, financial planning, and investment strategies. His expertise includes retirement planning, portfolio management, risk assessment, tax-efficient investing, and portfolio optimization. He emphasizes understanding clients' goals, values, and concerns to tailor recommendations that align with their long-term objectives. Kyle graduated with a bachelor's degree in Economics and Finance from the University of Southern Indiana. Prior to joining Merrill, he worked in sales for a local oil and gas distributor and served in leadership roles in college Christian ministries in Indianapolis and Bloomington. He is married and has five sons.

Robert Kozsan is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stifel, Nicolaus & Company, Inc. since 2015. He also works at Wal-Mart and holds board positions with several local non-profits, including the Student Financial Aid Association and Hope of Evansville. Additionally, he serves as treasurer for the Thomas A. & Sharon K. Ruder Foundation, a private family foundation. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Michael Owens is a CFP® with 32 years of industry experience and has been with Edward Jones since 2010. He holds Series 63 and Series 66 licenses and is based in Evansville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.