Jordan Lasher is a financial advisor with LPL Enterprise in Evansville, Indiana, holding a Series 66 designation and one year of industry experience. His prior work includes The Prudential Insurance Company of America and BKD LLP. Outside of his advisory role, he owns and operates Lasher Lawn Maintenance LLC and volunteers with the Fellowship of Catholic University Students. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a wide range of brokerage and insurance products.

Brice Marsh is a financial advisor with Edward Jones in Henderson, Kentucky, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Marsh manages a commercial building investment in Henderson. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Miller is a financial advisor with Robert Baird & Co. in Evansville, Indiana, holding Series 65 and Series 63 designations and bringing 30 years of industry experience. He has worked in the financial sector since 1996, including over seven years at Robert Baird & Co. Miller serves as a board member and treasurer of the Evansville Aquatics Foundation. Robert Baird & Co. offers a range of financial planning and portfolio management services through its DDK Group, serving individuals, corporate clients, pensions, and charitable organizations. The firm employs a mix of manager-traded and model-traded SMA strategies, tax management, and uses internal research tools, including artificial intelligence, to support client advice.

Brian Lowe is a CFP® professional and Series 66 license holder with nine years of experience in the financial industry. He has worked at Edward Jones since 2016 and previously at Ferguson Enterprises INC from 2005 to 2016. He is based in Evansville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Deminey is a financial advisor with Raymond James & Associates, holding a Series 66 designation and possessing 10 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Tawne Wandling is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 66 credential and having 10 years of industry experience. She has worked at Robert Baird & Co. since 2019 and also has experience with JJB Hilliard WL Lyons LLC. Wandling serves as an investment committee member for the Children's Museum of Evansville. The DDK Group at Robert W. Baird & Co., where Wandling works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and municipal advisory services, with investment strategies supported by in-house research and the use of artificial intelligence.

William Baumberger is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at LPL Financial and Old National Bank. Baumberger also maintains a financial advisory role with Heritage Federal Credit Union. Ameriprise serves primarily individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes managed accounts within its investment approach.

Dustin Deisher is a financial advisor at Edward Jones in Evansville, IN, holding a Series 66 designation with nine 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, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Harding is a financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010 and holds the Series 66 designation. 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 under management and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Teri Hollander Albin is a CFP®-designated financial advisor with 29 years of industry experience, currently serving at Robert Baird & Co. since 2019. Prior to this, she worked at J.J.B. Hilliard, W.L. Lyons, Inc. Her outside activities include board and finance committee roles with Deaconess Health System and membership on the Investments and Wealth Institute board, as well as service on the Priests Retirement Board for the Catholic Diocese of Evansville. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individual, corporate, pension, and charitable clients with a range of services such as financial planning, portfolio management, and custody. The firm employs a mix of manager-traded and model-traded strategies, tax management, and uses internal research and technology to support client advice.

Nathan Taylor is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Kaiser Aluminum and several railroad and logistics companies. Outside of his advisory role, he serves as President of the Cambridge Homeowners Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

David Howard is a financial advisor with Raymond James & Associates in Evansville, IN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Raymond James & Associates since 2017 and was previously with Investment Centers of America from 2015 to 2017. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kyle Leffel is a Financial Advisor with Merrill Lynch Wealth Management, where he focuses on business development and financial planning. He holds Series 7 and 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Kyle works with individuals and families to provide personalized wealth management, financial planning, and investment strategies. His expertise includes retirement planning, portfolio management, risk assessment, tax-efficient investing, and portfolio optimization. He emphasizes understanding clients' goals, values, and concerns to tailor recommendations that align with their long-term objectives. Kyle graduated with a bachelor's degree in Economics and Finance from the University of Southern Indiana. Prior to joining Merrill, he worked in sales for a local oil and gas distributor and served in leadership roles in college Christian ministries in Indianapolis and Bloomington. He is married and has five sons.

Erick Dalton is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Dalton serves on the boards of Farmers Bank & Trust Co. of Marion, KY, Henderson County Riverport Authority, and is an advisory board member for the Salvation Army of Henderson. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kristen Runyon is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Robert Baird & Co., where she has worked since 2019, and has also been associated with J.J.B. Hilliard, W.L. Lyons, Inc. since 2001. Outside of her advisory work, she has self-published several novels marketed and sold via the internet. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services that include discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Lee West is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for six years. His background also includes positions outside finance at Cresline Plastic Pipe and Reitz Memorial High School. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Wagner is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 2019, following a long tenure at Hilliard Lyons. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement a variety of investment strategies.

Michael Lane is a financial advisor with Wells Fargo Advisors in Evansville, IN, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Edward Jones, LPL Financial, German American Bancorp, and Ameriprise Financial Services. Outside of his advisory work, he coaches the girls varsity basketball team at Tell City Jr/Sr High School. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including cash-flow, retirement, education, and specialized planning areas, using proprietary research and tools to develop tailored client recommendations.

Osanna Koester is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at The Vanguard Group. Outside of her advisory role, she has experience in operations management. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations through a centralized consulting team.

Eric Provost is a financial advisor with Robert Baird & Co. in Evansville, Indiana, holding a Series 66 designation and 12 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC since 2013. Outside of his advisory role, he serves as President of the Board of Directors for Peace Zone, a nonprofit organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.