Sonya Stocks Phillips is a financial advisor with LPL Financial in Evansville, Indiana, holding a Series 66 designation and 24 years of industry experience. She has worked at Old National Bank and LPL Financial since 2013. 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 representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Holmes is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of a team of financial advisors that provide products and solutions tailored to clients' goals, risk tolerance, investment time frame, and liquidity needs. He works with individuals and family groups to develop wealth management strategies, investment planning, education planning, and retirement income strategies. Holmes brings over 30 years of experience in the financial services industry to his role. He holds a Bachelor's Degree from the University of Kentucky and is a Certified Public Accountant (CPA), although he does not provide tax or accounting advice in his current position. He is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). Additionally, he holds Series 7 and Series 66 FINRA registrations. Outside of his professional work, Holmes is involved in community organizations including the Evansville Philharmonic Orchestra, and has served as Treasurer for the Children's Center for Dance Education and Sporting SI Soccer Club from 2012 to 2016. His personal interests include basketball, boating, hiking, running, soccer, spending time with his family, tennis, and traveling.

Bryan Ruder is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2015. He holds board positions with the Ark Crisis Child Care Center and Hanover College, and is vice president of the Thomas A & Sharon K Ruder Foundation, a private family foundation supporting local charities. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Charles Hedde II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team work with clients and their families to help achieve their financial goals through personalized wealth management strategies. Charles joined Merrill Lynch Wealth Management as a Financial Advisor in June 2016 after serving as Vice President at Harding, Shymanski & Company, an accounting firm in Evansville, Indiana. His experience includes employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, investment strategy, and tax minimization. He holds professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Evansville and a Master's Degree from Indiana University. Charles is active in the community, having served on the boards of Ronald McDonald House Charities of the Ohio Valley, Youth First, and Right to Life of Southwestern Indiana. Outside of work, he enjoys spending time with his wife and two children, as well as participating in golf, outdoor activities, and coaching youth sports.

Brittany Dennis is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. She is a member of Black Water Family Donuts LLC, operating under the name Parlor Doughnuts in Evansville, IN, and serves on the Finance Committee as a board member for Ark Crisis Childcare Center. Edward Jones is a full-service wealth management firm with over four million clients and $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and related services, serving individual and institutional clients through a large network of advisors and branch offices.

Tonya Binney is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006, including her current role starting in 2025. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Marci Moore is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Raymond James & Associates since 2012. She holds the Series 66 designation and is based in Evansville, IN. 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 including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Weston Stewart is a Series 66–licensed financial advisor with four years of industry experience, currently affiliated with Cetera in Newburgh, Indiana. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance, and Allstate. Outside of his advisory work, Stewart is actively involved in several nonprofit boards, including the Kentucky Genealogical Society and the Posey County Community Foundation, and he is a self-published author of two books. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering diversified portfolio management and retirement services through a nationwide network of independent advisors. The firm provides a multi-manager platform that allows for flexible investment strategies, including model portfolios, third-party managers, and bespoke approaches.

Michael Powers Jr. is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill Lynch since 2013. Powers serves as an advisory board member for The Salvation Army in Evansville, Indiana, contributing one hour per month. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karen Lively is a financial advisor with Ameriprise Financial Services, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. Prior to joining Ameriprise, she worked with RL Naas & Associates and Raymond James Financial Services. She also manages an advisory business, Hayes Powers and Associates, providing financial services in Evansville, IN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm uses proprietary research, third-party data, and algorithmic tools to support its recommendations within a defined investment universe linked to its affiliated product platform.

Mark Nicholson is a CFP® with 33 years of experience in the financial industry. He has been with Ameriprise since 2012 and is currently based in Newburgh, IN. Outside of his advisory role, he serves as a church elder and is a member of his church's governing body. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes written recommendations and tax-aware withdrawal strategies.

John Schneider is a financial advisor at Raymond James & Associates with 27 years of industry experience. He has been with Raymond James & Associates since 2007 and holds Series 63 and Series 66 designations. 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 including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Hayden is a financial advisor with Merrill in Evansville, IN, holding a Series 66 designation and three years of industry experience. Prior to Merrill, he worked at Old National Bank for 20 years. Outside of his advisory role, he is a part-owner of an engine remanufacturing business and participates in local community organizations including a school sports booster club and a country club golf committee. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Mitchell Heim is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials. He has held multiple roles across construction and investment firms since 2021 and has been with Primerica Financial Services since 2017. Heim’s background includes experience at Purdue University and several construction companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody.

Jeffrey Rhymer is a Senior Resident Director at Merrill, leading a team of investment industry professionals who provide comprehensive wealth management services. He works with High and Ultra High Net Worth Families, Corporate Executives, and Business Owners, leveraging Merrill’s global resources combined with personalized financial strategies. With 16 years in the financial services industry, Jeffrey joined Merrill Lynch Wealth Management in 2007. His expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He assists corporate executives in integrating their corporate benefits into long-term financial plans. Jeffrey holds the Certified Exit Planning Advisor (CEPA) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from the University of Evansville. Outside of work, Jeffrey lives in Evansville, Indiana, with his wife Rebecca and their three children. He enjoys participating in his children's activities as both a coach and fan, and pursues personal interests including fishing, golf, hunting, and soccer.

Shelby Smith is a Series 66 credentialed advisor with LPL Financial, based in Evansville, Indiana, and has four years of industry experience. Prior to joining LPL Financial, Shelby worked at German American Bank and held positions at German American Investment Services Group and German American Insurance. Outside of finance, Shelby was affiliated with Crossfit Iron Up and has a background in education through roles at Southern Illinois University Edwardsville and Wabash Valley Community College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and model portfolios from LPL Research and third-party providers.

Kurt Decker is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He previously worked at LPL Financial and has been employed as a financial advisor at Heritage Federal Credit Union since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service designed for those nearing or in retirement. The firm’s approach includes detailed retirement-income planning with ongoing advice focused on income stability and tax-aware withdrawal strategies.

Gina Jung is a financial advisor with LPL Financial in Evansville, IN, holding a Series 66 designation and 24 years of industry experience. She has worked at LPL Financial since 2009 and has concurrently been associated with Onb Investment Services since 2003. Jung also has a business activity related to Old National Bank involving financial institution duties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from in-house and third-party research.

Benjamin Franz is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its predecessor firms since 2007. Outside of his advisory role, Franz is involved as a paraplanner with Hayes, Powers and Associates LLC, where he manages practice operations. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Bradley Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management in Evansville, Indiana. He has 10 years of experience in financial services and focuses on providing wealth management advice to individuals, families, and organizations. Bradley guides clients in developing appropriate asset allocation strategies and implements wealth management plans tailored to their needs. His client base includes families, business owners, physicians, trusts, and estates. Bradley earned a Bachelor of Science degree from Indiana University in 2003. He holds the Professional Designation of Personal Investment Advisor (PIA). Beyond his professional responsibilities, Bradley serves on the board of directors for the Boys & Girls Club of Evansville. He and his wife, Jessica, live in Evansville with their two children.