Alexander Spainhoward is a CFP® with nine years of industry experience, currently serving at Donaldson Capital Management LLC since 2019. He previously worked at Northwestern Mutual Wealth Management Company and Investment Services LLC from 2017 to 2019. Donaldson Capital Management serves individual and institutional clients, offering model-driven investment management through proprietary portfolio strategies and independent money-manager platforms. The firm provides financial planning, consulting, and retirement-plan services, with a focus on dividend-paying equities and fixed income to generate income or growth.

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 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 18 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 with proprietary portfolio strategies focused on dividend-paying equities and fixed income, and it offers pooled-vehicle management alongside fiduciary services for retirement plans.

Lacy Bender is a PFS™ credentialed financial advisor with Avantax Planning Partners, Inc., based in Evansville, IN, and has one year of industry experience. Prior to joining Avantax, Bender has served as Vice President at Harding, Shymanski & Co., PSC since 2007, specializing in tax compliance, consulting, and wealth management. Outside of advisory work, Bender is active in the community as a board treasurer for Ronald McDonald House Charities of the Ohio Valley and serves as President of the Finance Committee for Resurrection Catholic School and Church. Bender also coaches youth volleyball at Mater Dei High School. Avantax Planning Partners primarily serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm employs a model-based discretionary portfolio management approach overseen by an Investment Advisory Committee and integrates tax-intelligent overlays, managing accounts centrally with systematic rebalancing.

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 financial advisor at Donaldson Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Old National Wealth Management and SS&C Technologies. 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 create income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Michael Feller is a financial advisor at Stratos Wealth Advisors LLC with 28 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining Stratos in 2018. He serves on the finance committee of Reitz Memorial High School, where he verifies monthly raffle results. Stratos Wealth Advisors serves a broad client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm employs both affiliated and third-party subadvisers and maintains custodial relationships with Fidelity and Schwab to support its advisory services.

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.

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.

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 with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has worked at Fifth Third Securities since 2015 and at Fifth Third Bank since 2014. Outside of her advisory role, she owns and operates two small businesses in Evansville, Indiana: Little White House Bakeshop and Bella Lou LLC, a dog boutique. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and incorporates features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with an integrated structure involving bank portfolio management and multiple oversight processes.

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.

Ryan Monroe is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years. Monroe serves as Vice President of the Bluegrass Youth Soccer Foundation and is a local board member of the Kentucky Selective Service System. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.