David Mc Kinney is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and two years of industry experience. Prior to joining Baird, he worked for eight years at Smithville Fiber. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird offers financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct indexing.

Jeremy Zeichner is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Charles Schwab since 2013. In addition to his advisory role, Zeichner owns Zeichner Holdings Inc., an operating company for his independent branch in Bloomington, IN. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Lori Matthews is a financial advisor at Fidelity with 18 years of industry experience. She holds a Series 66 designation and previously worked at TIAA and TIAA-CREF. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of funds and model portfolios.

Steven Fortune is a CFP® with 15 years of industry experience, currently an advisor at Raymond James & Associates. He previously spent 15 years with Edward Jones. Outside of his advisory role, he serves as Vice President of Development and a board member for the Bloomington High School South Band Boosters, where he is involved in fundraising and supporting the local high school music program. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Kyle Stewart is an advisor with Robert Baird & Co., holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at Morgan Stanley, Midland States Bank, and Gunderson Capital Management. Stewart also has a background as an IHSA Official and worked in various positions during his education at Indiana University. The DDK Group, part of Robert W. Baird & Co.'s Private Wealth Management department, serves individuals, corporate and business clients, pension plans, and charitable organizations. Baird offers a range of financial planning and portfolio management services, utilizing internal research, manager-traded and model-traded strategies, and distinct features such as municipal advisory services and strategic minority investments.

Heidi Harmon is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2017 and previously worked for five years at the Cardinal Stage Company. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering bundled advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-depth research and specialized alternative investment programs.

Daniel Matthews is a financial advisor at Robert Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, following a long tenure at Hilliard Lyons. Outside of his advisory role, Matthews serves as treasurer of the Gran Haven Neighborhood Association and is a member of the finance committee for the Greater Bloomington Chamber of Commerce. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pension plans, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

Karen Brooks is a financial advisor at Raymond James Financial with five years of industry experience. Prior to joining Raymond James in 2023, she worked at Edward Jones from 2009 to 2023. Brooks also serves as an office manager for Pendill Wealth Management in Bloomington, IN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting, supporting implementation through its advisory programs or other providers.

Andria Donovan is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. She previously worked at Bunger & Robertson, LLP, and MutualBank. Donovan serves as Treasurer for the Bloomington Symphony Orchestra, a nonprofit organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, combining non-discretionary client relationships with access to discretionary separately managed accounts and alternative investments.

Loren Snyder is a financial advisor with Robert W. Baird & Co. in Franklin, Indiana, holding a Series 66 designation and 17 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and at J.J.B. Hilliard, W.L. Lyons, LLC since 2008. Outside of his advisory role, he is president of a capital limited investment club and serves as a board member and treasurer for Project 44. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients including individuals, families, and institutions. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Ana Von Heimburg is a financial advisor at Raymond James & Associates with two years of industry experience. She previously worked at Edward Jones for nine years and Main Source Bank for two years. She holds the Series 66 designation. Raymond James & Associates is a large, dually registered 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, and offers financial planning, investment consulting, and institutional fiduciary services.

Jenna Yandl is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and has prior experience at Vista Investment Partners LLC and Indiana University. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools in its advisory work.