Lee West is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for six years. His background also includes positions outside finance at Cresline Plastic Pipe and Reitz Memorial High School. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Osanna Koester is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at The Vanguard Group. Outside of her advisory role, she has experience in operations management. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations through a centralized consulting team.

Nicholas Gartner is a Financial Advisor at Merrill Lynch Wealth Management in Evansville, Indiana. He joined Merrill in 2022 and contributes to a team of Financial Advisors that provide clients with comprehensive wealth management services tailored to individual circumstances, risk tolerance, investment time frames, goals, and liquidity needs. Nicholas’s client focus includes family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. Before joining Merrill, Nicholas gained experience as a practicing attorney specializing in Trust and Estate law and working in a national bank trust department. He earned a Bachelor of Arts degree in History with a minor in Business from Indiana University in 2013 and completed his Doctor of Jurisprudence degree at Indiana University in 2017. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Additionally, he is a member of the American Bar Association, Knox County Bar Association, and Vanderburgh County Bar Association. Nicholas is originally from Vincennes, Indiana, with family roots tracing back to early French settlers and a history of farming on his paternal side. Outside of his role at Merrill, he serves on the Evansville Philharmonic Orchestra Board. His personal interests include basketball, cooking, golfing, reading, spending time with family, tennis, and traveling. Nicholas provides financial advice through his role at Merrill and does not offer legal advice.

Christopher Fleck is a financial advisor with Edward Jones in Evansville, IN, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as secretary and owns shares of a family corporation, A H Fleck Agency. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Corey Merritt is a financial advisor at Stifel in Evansville, IN, holding Series 63 and Series 65 licenses. Corey has less than one year of industry experience and previously worked in roles at Bilstein Cold Rolled Steel LP, Cheetah Clean Auto Wash, Gateway Carwash, and various educational institutions. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to support client asset allocation and planning decisions.

Logan Baumann is a Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 2025 following a transition from collegiate athletics, Logan has concentrated on building strong relationships with individuals, families, and business owners to support them in achieving their financial objectives. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Retirement Accredited Financial Advisor (RAFA), and Certified Plan Fiduciary Advisor® (CPFA). Logan earned his bachelor's degree in economics from the University of Louisville and his master's degree in business administration from Western Kentucky University. In addition to his professional work, he serves as a board member for the local Red Cross. Logan resides in Evansville, Indiana, with his wife, Paige, and their two children.

Charles Tiemann is a financial advisor at Merrill Lynch Wealth Management. He provides wealth management guidance to families, business owners, and retirees across the country. Charles began his career nearly 15 years ago as a financial advisor with the brokerage firm Morgan Stanley. In 2026, he joined Merrill Lynch, where he focuses on designing and implementing personalized portfolios to meet clients' financial goals while managing investment risk. Charles holds a Bachelor's Degree from Indiana University Bloomington and is a Personal Investment Advisor (PIA). He and his wife Melissa reside in Evansville, Indiana, with their two children. The family follows Indiana University athletics, and Charles has also participated in the Evansville City Golf Tournament, having been a past champion. In his free time, he enjoys practicing and playing golf competitively.

Jacob Helfrich is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. His prior roles include working at Marion County Superior Courts and various positions in retail and service industries. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides both non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment process.

Gregory Nixon is a financial advisor with Raymond James & Associates, holding Series 63 and 65 credentials and 23 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory role, he participates in monthly meetings to vote on financial matters for St John The Evangelist church in Evansville, IN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by in-house research and affiliated advisers.

Joanna Yonts is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and previously worked for the Law Offices of Fine & Hatfield for ten years. Joanna is based in Evansville, IN. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Taylor is a financial advisor with Ameriprise in Evansville, IN, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at LPL Financial and Evansville Teachers FCU, where he also worked with Cuna Brokerage Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm uses proprietary research and algorithmic tools to deliver tailored recommendations within a defined investment framework.

Donald Minton is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Raymond James and also involved with Evansville Employment DBA Custom Staffing since 2007. Outside of his advisory role, he serves on the board of directors for Custom Staffing Services, a temporary staffing agency. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Jennifer Casten Juhl is a financial advisor with Ameriprise in Newburgh, IN, holding a Series 66 credential and bringing 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she is co-owner of a yoga studio and works as a certified divorce coach. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jamey Morse is a financial advisor with Edward Jones in Rockport, IN, holding the ChFC® and Series 66 designations and with 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he owns farmland and a rental home in Evansville, IN, which are maintained through a leasing arrangement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and offers additional services such as trust capabilities and securities-based lending.

Christi Sanders is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Edward Jones and previously worked at Merrill, Fifth Third Securities, and operated her own coaching business, KL Coaching, Inc. Sanders has experience in both institutional and individual client services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Randall Haaff is a financial advisor with Raymond James & Associates in Evansville, Indiana, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he serves as a professor at the University of Southern Indiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering a range of financial planning, advisory, and consulting services with a variety of portfolio management styles.

Mark Heim is a financial advisor with Primerica Advisors in Evansville, Indiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at PFS Investments Inc., Tri State Systems Inc., and a 21-year tenure at AstraZeneca Pharmaceuticals. Outside of his financial advisory work, Heim has been involved with the McCutchanville Volunteer Fire Department for over two decades. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models with oversight and due diligence.

George Stowe is a financial advisor with Ameriprise in Newburgh, Indiana, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory work, Stowe serves as Vice Commissioner and Advertising Director for Newburgh Girls Softball and is involved with the Castle Softball Booster Club. Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Jay Jacobs is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Jacobs is also involved in managing his own advisory business, Hayes Powers and Associates LLC. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at clients approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, with an emphasis on assets held in Ameriprise-managed accounts.

James Beard is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Edward Jones, Guardian Life Insurance Company, and Park Avenue Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, associated mutual funds, and affiliated services, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.