Matthew Folz is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 65 designation and has six years of industry experience. In addition to his advisory role since 2019, he has worked as an accountant and Vice President at Harding, Shymanski & Company, P.S.C., a regional CPA firm, since 1995. He also serves as a volunteer Finance Committee Member for the Sisters of St. Benedict, a nonprofit organization. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, with an investment process overseen by an advisory committee and a focus on tax-intelligent overlays and systematic rebalancing.

Christian Tant is a ChFC® credentialed financial advisor with nine years of experience, currently with United Capital Financial Advisors. He previously worked at Payne Wealth Partners for three years. Tant is based in Evansville, IN. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers customized strategies including ESG and faith-based preferences.

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.

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.

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.

Nicole Boren is a financial advisor with Avantax Planning Partners, Inc. in Evansville, IN, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Cetera Wealth Services, Avantax Investment Services, and J.J.B. Hilliard W.L. Lyons. Outside of advising, she owns Always Leopard, LLC, a business specializing in personalized custom clothing. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension plans, charitable organizations, and businesses, often through referrals from independent CPA firms. The firm employs a model-based discretionary portfolio management approach with tax-intelligent overlays and centralized trading, operating within a larger corporate group that includes broker-dealer and pension consulting affiliates.

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.

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.