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.

Emily Millsap is a CFP® professional with 24 years of industry experience, currently with Avantax Planning Partners, Inc. Her prior roles include positions at Cetera Wealth Services, Facet Wealth, and Hilliard Lyons. She serves on the DEIB board at the University of Evansville, focusing on promoting financial literacy and attracting more female students into finance and accounting. Millsap also advises a nonprofit children's center board, mentors CFP exam candidates, and volunteers providing financial education to veterans. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm primarily operates through CPA firms and registered advisors, managing approximately $7.57 billion in assets with an investment approach centered on firm-designed style allocation models and tax-efficient strategies.

Brittany Schneider Keller is a financial advisor with Kovack Advisors, Inc. in Evansville, IN, holding a Series 66 designation and five years of industry experience. She has worked at Kovack Advisors since 2022 and has prior experience at US Bank and Angie's List. Keller serves on the board of directors for the Make-A-Wish Foundation in Evansville, where she is involved in fundraising for children. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and governmental entities, using both internally developed and third-party investment models supported by an Envestnet workflow.

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.

Scott Furbee is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Kovack Advisors, Inc., where he has worked since 2019. Prior to that, he spent a decade with Securities America Advisors, Inc. Furbee is also a vice president and CPA at John Friend & Company, P.C., a CPA firm. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

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.

John Schneider is a financial advisor with Kovack Advisors, Inc. in Evansville, IN, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. His career includes long-term roles at Securities America, Inc. and managing his own firm, Schneider Financial Group, prior to joining Kovack Advisors. Outside of his advisory work, Schneider serves on the boards of local organizations including the Knight Township Volunteer Fire Department and the Santa Clothes Club, and is a regional council member for Make-A-Wish. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds, ETFs, and other vehicles, offers financial planning and retirement account management, and provides customized fee arrangements and supervisory services to align portfolios with client objectives.

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.

Christopher Decker is a financial advisor at Donaldson Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has been with the firm since 2021. Prior to joining Donaldson Capital Management, he spent four years in full-time education and one year in homemaking. Donaldson Capital Management serves individual and institutional clients, offering investment management through proprietary portfolio strategies that focus on dividend-paying equities and fixed income. The firm provides financial planning, consulting, and retirement-plan services, including fiduciary engagements, and manages collective investment trusts tailored to retirement plans.

Alan Van Cleef is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He has worked at Donaldson Capital Management LLC since 2023 and previously spent ten years at German American Bank. Donaldson Capital Management serves individual and institutional clients with a model-driven investment approach, offering proprietary portfolio strategies focused on dividend-paying equities and fixed income. The firm provides ongoing investment management, financial planning, and retirement-plan services, including fiduciary engagements and pooled-vehicle management.

Isaiah Dunham is a financial advisor at Donaldson Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes prior roles at Gibbs Die Casting and Northwestern Mutual. Outside of finance, he is a partner and passive owner of Parlor Doughnuts, a restaurant business operating in multiple locations. Donaldson Capital Management serves a range of clients from individuals to institutions, offering model-driven investment management through proprietary portfolio strategies and fiduciary retirement-plan services. The firm emphasizes dividend-paying equities and fixed income to meet clients’ income, risk, and growth objectives.

Ronald Patberg is a CFP® with 23 years of industry experience, currently serving at Donaldson Capital Management LLC since 2014. He 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 combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, while also offering specialized retirement-plan fiduciary services and sub-advisory roles for collective investment trusts.