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 as a financial advisor at Kovack Advisors, Inc. since 2019. He previously worked at Securities America Advisors and Securities America Inc. Waltz is also involved in wealth management through his business WEALTHTRENDS ADVISORS. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, institutional clients, and governmental entities. The firm uses a risk-based investment process supported by Envestnet, combining internally created models and third-party managers to provide both model-based and advisor-managed portfolio solutions.

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 in Evansville, IN, holding a Series 66 designation and 29 years of industry experience. He previously worked at Merrill from 1997 to 2018 and at Bank of America from 2009 to 2018. Outside of advising, he serves on the Finance Committee at Reitz Memorial High School. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a multi-team structure. The firm offers customized financial planning, portfolio management, and access to third-party managers and platforms to meet client-specific goals.

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.

Yvette Turnbaugh is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has held roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017, and previously worked with Valic Financial Advisors from 2012 to 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm’s approach emphasizes asset allocation and retirement guidance supported by proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

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., holding Series 63 and Series 65 licenses and two years of industry experience. His professional background includes roles at Fifth Third Bank, Acceptance Home Mortgage, Acropolis, and several years in the hospitality industry. Outside of his advisory work, he also works as a server at Texas Roadhouse. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs on the Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides services including mutual fund, ETF, SMA strategies, and tax-overlay options.

Ryan Monroe is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2026 following a 13-year tenure at Edward Jones. Monroe serves as a local board member for the Kentucky Selective Service System and is vice president of the Bluegrass Youth Soccer Foundation, a nonprofit youth sports organization in Lexington, KY. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Chris Galbraith is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining Fifth Third Securities in 2024, he worked at Fifth Third Bank and Enterprise Holdings and has an educational background including roles at Western Kentucky University and Henderson County High School. Fifth Third Securities serves a wide range of clients including individuals, high-net-worth clients, and various institutional entities, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

John Morrow is a financial advisor with Guardian Life and holds a Series 66 designation. He has 24 years of industry experience, having worked at firms including 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. Park Avenue® Wealth Management, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporations, retirement plans, and nonprofits. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services tailored to client needs.

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 a financial advisor with Fifth Third Securities, Inc. in Evansville, IN, holding Series 63 and Series 65 licenses and having three years of industry experience. His professional background includes roles at Fifth Third Bank, Lids Sports Group, the University of Evansville, and Inside Scoop. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, allowing clients to select investment strategies aligned with their risk profiles.