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 at Donaldson Capital Management LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Donaldson Capital Management since 2015. 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, serving a diverse client base that includes retirement plans and institutional entities.

Jeffrey Baker is a CFP® with 35 years of industry experience, currently serving at Vanderbilt Advisory Services. He has been with Vanderbilt Securities, LLC since 2011 and has operated his own CPA practice since 1985. Outside of financial advising, he manages agricultural operations and serves as a member of the Warrick County School Board. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach supported by fundamental and technical analysis, and is notable for its integration with retirement-plan and benefits firms, offering a combined advisory, brokerage, and plan-administration structure.

Steven Waltz is a CFP® with 11 years of industry experience, currently serving at Kovack Advisors, Inc. since 2019. He has prior experience with Securities America Advisors and Securities America Inc. In addition to his advisory role, Waltz operates a wealth management business under the name WealthTrends Advisors. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Suping Pan is a financial advisor at Donaldson Capital Management LLC with 19 years of industry experience. She holds a Series 65 designation and previously worked for IMC Advisors, LLC for 21 years. Donaldson Capital Management serves individual and institutional clients through investment management, financial planning, and retirement-plan services. The firm employs a model-driven investment approach featuring proprietary portfolio strategies and offers pooled-vehicle management alongside retirement-plan fiduciary services.

Jakub Hall is a financial advisor at Madison Avenue Securities, LLC with three years of industry experience. He holds the Series 66 designation and has worked in roles involving retirement plan assistance and insurance sales at Vineyard Financial. Hall has additional experience in educational settings, including the University of Evansville. Madison Avenue Securities provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers diverse account platforms and employs various portfolio management and financial planning strategies.

Jordan Whitledge is a Series 65-licensed financial advisor with Donaldson Capital Management LLC in Evansville, IN, where he has worked since 2022. He has four years of industry experience, including six years at Old National Wealth Management. Donaldson Capital Management serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans. The firm employs a model-driven investment approach featuring proprietary portfolio strategies focused on dividend-paying equities and fixed income, and it offers discretionary and non-discretionary investment management alongside financial planning and fiduciary services.

Michael Feller is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and bringing 28 years of industry experience. His career includes prior roles at Merrill and Bank of America. He serves on the finance committee at Reitz Memorial High School, where he verifies the winning numbers of monthly raffles. Stratos Wealth Advisors is a multi-team SEC-registered firm managing approximately $5.57 billion in assets for nearly 5,000 clients across 31 offices. The firm provides financial planning and portfolio management services to individuals, trusts, retirement plans, and institutions through a network of independent advisory representatives using a range of custodial and managed-account platforms.

Kyle Dodd is a Series 65-licensed financial advisor at Donaldson Capital Management LLC with two years of industry experience. Prior to joining Donaldson Capital Management, he worked at Banterra Bank for eight years. Outside of his advisory role, he is a member and non-active owner of DK Enterprises Inc., a holding company involved in strategic decisions. Donaldson Capital Management serves individual and institutional clients, offering investment management, financial planning, and retirement-plan services through proprietary portfolio models emphasizing dividend-paying equities and fixed income. The firm provides both discretionary and non-discretionary management and has a notable focus on pooled-vehicle management and retirement-plan fiduciary services.

Kyle Wininger is a financial advisor with Cetera Planning Partners in Evansville, IN, holding the PFS™ designation and two years of industry experience. He has worked at Avantax Insurance Agency, Avantax Planning Partners, and Harding Shymanski & Company, where he serves as Vice President. Wininger is active in the community as a board member of the Boys & Girls Club of Evansville, the Tri-State Food Bank, and Cops Connecting with Kids. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services, using a diversified investment approach tailored to clients’ objectives and risk tolerance.

William Zellers is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Bankers Life Advisory, he worked at Bankers Life Securities, Inc., Bankers Life & Casualty, Home Insurance Agency, and Masterbrand Cabinets. Outside of his advisory role, he is also an insurance agent specializing in Medicare, Long Term Care, and Life Insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with services including discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and manages portfolios across a broad range of securities, leveraging its affiliation with CNO Financial Group and related affiliates.

Amy Grissom is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with two years of industry experience. Prior to joining Fifth Third Securities in 2023, she worked at Fifth Third Bank from 2017 to 2023 and held earlier roles at Bostons and Applebees. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its municipal-advisor registration.

Matthew Folz is a financial advisor with Cetera Planning Partners and holds a Series 65 designation. He has seven years of industry experience and has also been a Vice President and Accountant at Harding, Shymanski & Company, P.S.C., a regional CPA firm, since 1995. Additionally, he serves as a volunteer Finance Committee Member for the Sisters of St. Benedict, a not-for-profit organization. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, with an investment process centered on diversified mutual fund and ETF allocations aligned to client objectives and risk tolerance.

Dwayne Kappell is a financial advisor with Centaurus Financial, Inc. in Evansville, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Centaurus Financial since 2014 and also serves as president of Kappell Insurance Services, Inc., a firm he founded in 1986 that provides life and group health insurance, annuities, and related products. Centaurus Financial, Inc. provides advisory and brokerage services to a broad client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using a variety of analytical approaches and both discretionary and non-discretionary management arrangements.

Erin Fidler is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2015. Outside of her advisory work, she owns and operates two small businesses in Evansville, Indiana: Little White House Bakeshop and Bella Lou LLC, a dog boutique. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing clients access to advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct-indexing options.

Joshua Mills is a financial advisor with Fifth Third Securities, Inc. in Newburgh, Indiana, holding Series 65 and Series 63 credentials and two years of industry experience. His prior work experience includes roles at Fifth Third Bank, Acceptance Home Mortgage, Acropolis, and Logans Roadhouse. Outside of his advisory work, he is employed part-time as a server at Texas Roadhouse. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a variety of program types on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies, including mutual fund and ETF models, SMA strategies, and tax-overlay services.

Chris Galbraith is a financial advisor with Fifth Third Securities, Inc. in Evansville, IN. He holds Series 65 and Series 63 designations and has one year of industry experience. Prior to joining Fifth Third Securities, he worked at Enterprise Holdings and holds educational experience at Western Kentucky University and Henderson County High School. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

John Morrow is a financial advisor with Primerica Advisors in Wadesville, Indiana, holding a Series 66 designation and 23 years of industry experience. His prior firms include Guardian Life Insurance Company, Park Avenue Securities, Fifth Third Securities, and Securities America. Outside of his advisory work, he is involved in farming and serves at St. Paul’s Church of Poseyville, Inc. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including proprietary advisory programs and third-party investment platforms. The firm offers both discretionary and non-discretionary account management with diverse investment options and financial planning solutions.

Halee Dickinson is a financial advisor with Transamerica Retirement Advisors, LLC in Evansville, IN, holding a Series 66 designation and two years of industry experience. Prior to joining Transamerica, she worked at Edward Jones and Old National Bank, among other roles. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm focuses on asset allocation and retirement guidance through both discretionary and non-discretionary programs.

Marcus Billingsly is an advisor at Fifth Third Securities, Inc. in Evansville, Indiana, holding Series 65 and Series 63 licenses with three years of industry experience. His career includes roles at Fifth Third Securities since 2023 and Fifth Third Bank since 2018, as well as prior positions at Lids Sports Group, University of Evansville, and Inside Scoop. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides multiple managed account programs through the Passageway platform, utilizing various portfolio management strategies and acting as a broker-dealer, SEC-registered investment adviser, and municipal advisor.