Nicholas Davis is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has worked with Ameriprise and its affiliated entities since 2008. He is based in Newburgh, Indiana. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering personalized, non-discretionary advice primarily for assets managed within Ameriprise.

Jason Jett is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Royal Alliance Associates and Signator Investors and has operated Jett Financial, Inc. since 2014. Outside of his advisory work, he serves as a minister at Creekside Baptist Church and is involved in local government as a member of the Evansville City Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of advisors. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Devon Quirk is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Equitable Advisors, LLC, and has held various roles outside finance, including positions at Evolution Event Solutions and Western Kentucky University. 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 ranging from individuals and institutions to charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dakota Richardt is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Ameriprise in 2026, he worked at LPL Financial, JPMorgan Chase Bank, JP Morgan Securities, Fifth Third Bank, and Northwestern Mutual. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Kenton Cottrell is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at Cetera Wealth Services, Shoemaker Financial, and Securian Financial Services, among other firms. In addition to his advisory work, he is involved in fixed insurance sales through Shoemaker Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Tracy Helmer is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 20 years of industry experience and has worked at German American Bank since 2012. Helmer is involved in relationship management for the trust department at German American Financial Advisors and Trust Co., and also engages in insurance sales to complement her financial planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Daniel Devine is a financial advisor with LPL Financial based in Evansville, IN, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Old National Bank and LPL Financial since 2016. Devine also performs a financial institution duty at Old National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and research support from internal and third-party sources.

Tamara Schuler is a financial advisor at Ameriprise with 14 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Wells Fargo Clearing Services LLC and Merrill. Tamara serves on the board of directors for ANEW as first vice president of membership. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides personalized retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Elizabeth Alles is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2017, following two years at Frito Lay. Outside of her advisory role, she is involved with Hayes, Powers and Associates, LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling to provide tailored, non-discretionary recommendations. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeana Rivera is a CFP® and holds the Series 66 designation, currently working with Edward Jones in Newburgh, IN. She has eight years of industry experience, including prior roles at Edward Jones and Southern Illinois University Edwardsville. Outside of her advisory work, she is involved in the restaurant industry as a waitress and bartender at Stackhouse Pub and Grill in Chesterfield, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Mc Cool is a financial advisor at Edward Jones in Newburgh, Indiana, holding Series 63 and Series 66 registrations with 11 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sue Johnson is a financial advisor with Primerica Advisors in Evansville, IN, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been associated with PFS Investments Inc. since 2005 and Primerica Financial Services since 2003. In addition to her advisory role, she has experience managing an office for Primerica-related business activities and partakes in referrals for home security and automation products. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and supports accounts with an overlay manager and Pershing custody services.

Joshua Rude is a financial advisor at Ameriprise in Evansville, IN, holding a Series 66 designation with less than a year of industry experience. Prior to joining Ameriprise, he held various roles including positions at Sewell Automotive Companies and in education with the McKinney Independent School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through a centrally managed service that collaborates with advisors and clients.

Halle Bowman is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, LPL Financial LLC, and Crane Environmental Services, LLC. Outside of her advisory role, she is a commissioned notary public in Indiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

William Kieffer Jr. is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advisory, he co-owns an investment-related business with his spouse and manages another investment firm in Newburgh, Indiana. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to create tailored recommendations.

Dillan Black is a financial advisor at Edward Jones in Boonville, IN, holding the ChFC® and Series 66 designations with 10 years of industry experience. He has worked at Edward Jones since 2017 and previously at Raymond James Financial Services Advisors Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management and a network of more than 23,000 advisors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options while operating under a fiduciary standard.

Mackenzi Mc Intosh is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC and Liberty Federal Credit Union. Outside of advising, she is also commissioned as a notary in Evansville, IN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Allison Morrison is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. She worked at Lincoln Financial Advisors from 2007 to 2025 before joining OSAIC in 2025. Outside of advising, she is an insurance agent specializing in fixed insurance products including annuities and long-term care insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance analysis, and multiple investment options to construct portfolios managed on discretionary or non-discretionary bases.

Debbie Elbrink is a financial advisor with Merrill in Evansville, IN, holding Series 63, Series 65, and Series 66 designations and 24 years of industry experience. She has worked with Merrill since 2008 and with Bank of America, N.A. since 2012. Outside of her advisory work, she serves as a swim instructor at the YMCA in Evansville. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Ryan Hayes is a financial advisor with Ameriprise in Newburgh, Indiana, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his primary role, he is involved with Hayes, Powers and Associates, LLC, where he advises clients on their financial goals. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team, with a focus on assets managed within Ameriprise accounts.