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 financial advisor at Kovack Advisors, Inc. with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Kovack Advisors in 2019, Furbee worked for Securities America Advisors, Inc. and Securities America, Inc. for over a decade. Outside of his advisory role, he serves as vice president and CPA at a local CPA firm. 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, banks, and government entities, employing a combination of internally developed models and third-party managers to manage client portfolios.

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 four years of industry experience. His prior roles include positions at Lifetime Financial Growth and various academic and corporate roles at Indiana University–Purdue University Indianapolis (IUPUI) and Callaway Golf. Donaldson Capital Management serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm employs a model-driven investment approach with proprietary portfolio strategies emphasizing dividend-paying equities and fixed income, and provides a range of services including investment management, financial planning, and retirement-plan fiduciary consulting.

John Schneider is a financial advisor at Kovack Advisors, Inc. with 37 years of industry experience. He has worked at Kovack Advisors and Kovack Securities since 2019 and held prior roles at Securities America and Schneider Financial Group. Outside of his advisory work, Schneider serves on the boards of a volunteer fire department and nonprofit organizations supporting children in need. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing a risk-tolerance based investment approach using both internal models and third-party managers.

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 four years of industry experience. He holds a Series 65 designation and previously worked at Field & Main Bank and Union University. Donaldson Capital Management serves a diverse range of individual and institutional clients through proprietary model-driven investment strategies and a combination of investment management, financial planning, consulting, and retirement-plan services. The firm offers tailored portfolios emphasizing dividend-paying equities and fixed income, alongside pooled-vehicle management and fiduciary services for retirement plans.

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.

Alexander Spainhoward is a CFP®-certified financial advisor with nine years of industry experience. He has been with Donaldson Capital Management LLC since 2019 and previously worked at Northwestern Mutual Wealth Management Company and related entities from 2017 to 2019. Donaldson Capital Management serves individual and institutional clients, offering investment management through proprietary models and independent money-manager platforms, along with financial planning and retirement-plan services. The firm employs a model-driven investment approach focused on dividend-paying equities and fixed income, and it provides pooled-vehicle management combined with fiduciary services for retirement plans.

Nathan Moore 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 12 years at Payne Wealth Partners, Inc. He serves on the boards of Solarbron, a senior living facility, and the Southwestern Indiana Red Cross. United Capital Financial Advisors provides comprehensive financial planning and investment management services to a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs discretionary asset-allocation models and offers portfolio customization, alternative investments, and client-facing technology to support ongoing portfolio management.

Collin Brinker is a CFP® professional with five years of industry experience. He has been with Donaldson Capital Management LLC since 2020 and previously worked at Valeo Financial Advisors and Market Street Wealth Advisors. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies that combine fundamental, technical, and statistical analysis, and it serves a range of clients including retirement plans, banking institutions, and insurance companies.

Sarah Moore is a CFP® and holds a Series 66 license with 17 years of industry experience. She previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2013 to 2018. Moore is based in Evansville, IN, and is currently with Donaldson Capital Management LLC. 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 build income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Beth Dietsch is a financial advisor with Donaldson Capital Management LLC, holding a Series 65 designation and 11 years of industry experience. She has been with Donaldson Capital Management since 2015. Donaldson Capital Management serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and other institutional entities. The firm employs a model-driven investment approach using proprietary portfolio strategies focused on dividend-paying equities and fixed income to generate income and growth, alongside offering fiduciary services and financial planning.