Amy Williams is a financial advisor with Fifth Third Securities, Inc. in Newburgh, Indiana. She holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 25 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Nancy Bach is a financial advisor at &Partners with Series 63 and Series 65 designations and 26 years of industry experience. She has held roles at Wells Fargo Advisors and Wells Fargo Clearing from 2009 until joining &Partners in 2024. She serves on the finance committee for the Ursuline Sisters of Mount Saint Joseph, providing oversight and commentary on the congregation’s financial matters. &Partners is an enterprise firm serving a diverse client base, including individuals, retirement plans, nonprofits, foundations, and sovereign wealth funds. The firm offers a range of advisory and brokerage services, employing multiple investment strategies and operating as both a registered investment adviser and broker-dealer.

Marcus Hester is a financial advisor with Eagle Strategies (NY Life) based in Evansville, IN, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has worked with Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company since 2012 and operates under The Hester Group for insurance brokering and New York Life product services. Outside of his advisory work, Hester serves on the boards of several local organizations including the Ivy Tech Foundation, Evansville Brownfields Corporation, Evansville Day School, and the Evansville Endowment Fund, and coaches middle school basketball. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers a variety of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis, and maintains integrated operations within the New York Life affiliate structure.

Mark Goldman is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Fifth Third Bank, Home Envy, and Expressway Ford. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account Platform, allowing clients to select approaches based on their risk profiles.

Timothy Puckett is an advisor at Fifth Third Securities, Inc. with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Fifth Third Securities since 2012, alongside tenure at Fifth Third Bank beginning in 2011. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides access to a variety of managed account programs through the Passageway platform, combining third-party portfolio managers with tailored investment strategies.

Matthew Wedding is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with Bankers Life and related entities since 2012 and is involved in real estate through ownership in Synergy Real Estate Partners LLC and One Vision Properties LLC. He also manages and trains agents as a Unit Sales Manager at Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

David Dassell is a financial advisor with Valic Financial Advisors in Evansville, IN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Valic Financial Advisors since 2005 and also serves as an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Janice Swickard is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her prior roles include positions at LPL Financial, Old National Bank, and Merrill. Outside of her advisory work, she is a member of Finch Farms LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, with services ranging from fiduciary consulting to plan design and employee education.

Ryan Kelley is a financial advisor with Fifth Third Securities, Inc. in Mt Vernon, Indiana. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 16 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutions. The firm combines multiple managed-account programs with features such as direct indexing and tax-overlay services, and benefits from its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

Courtney Wesselman is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. She holds Series 65 and Series 63 credentials and has been involved with Bankers Life and its affiliated entities since 2013, serving also as a Unit Field Trainer recruiting and training insurance agents. Outside of her advisory role, she volunteers as a booster member supporting a high school marching band. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Tricia Easley is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities and Fifth Third Bank since 2012. Outside of her advisory role, she is involved in customer service at the Ford Event Center in Evansville, Indiana. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by a platform that includes direct indexing and tax-overlay services.

Brian Alexander is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to define their financial goals and develop tailored portfolio strategies. He provides ongoing advice and adjusts portfolios as clients' situations evolve. Brian's approach centers on understanding what matters most to his clients and their families, enabling him to guide them in pursuing a range of financial objectives. His areas of expertise include general investing, retirement planning, and saving for unexpected expenses. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Southern Indiana.

Kenneth Schroering is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has worked at Park Avenue Securities since 2000 and has been affiliated with The Guardian Life Insurance Company since 1994. Outside of his advisory roles, he is involved in accounting through Schroering & Schroering, P.C., a CPA firm he has been associated with since 1987. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary advisory relationships, leveraging in-house and third-party model portfolios, and provides a lower-fee hybrid digital advisory solution.

Marshall Redmon is a financial advisor with Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has been with Fifth Third Securities since 2026. His prior work experience includes roles at Fifth Third Bank, Door Dash, and the University of Southern Indiana. Fifth Third Securities, Inc. serves a broad mix of individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program, providing clients with a range of investment strategies including mutual funds, ETFs, SMAs, and tax-overlay services.

Tyler Linson is a financial advisor with Fifth Third Securities, Inc. in Evansville, Indiana. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work history includes roles at Fifth Third Bank, One Main Financial, Walgreens, and Medieval Collectibles. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional accounts, through investment advisory and brokerage services. The firm offers access to multiple investment programs on the Passageway Managed Account platform, employing various portfolio management strategies and tax-related services.

Linda Oeth is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 65 and Series 63 licenses and has 28 years of industry experience. Her prior roles include positions at Weinzapfel Wealth Advisors, Inc. and Economy Securities, Inc. She also serves as a bank associate and financial advisor at Stock Yards Bank & Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools to support client goals and maintains unique affiliations such as a municipal advisor to enhance its public finance work.

Emily Rauch is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at Holy Cross College and the Pontifical University of St. Thomas Aquinas. Outside of her advisory role, she has been involved with a health and wellness company, Juice Plus, as a qualifying sales coordinator. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Hema Vyas is a CFP®-certified financial advisor with Ameriprise, based in Newburgh, IN, and has 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of financial advising, she owns Krishna Krupa LLC, a business supplying cleaning products to local motels and hotels. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds. The firm combines research-driven modeling and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Terry Wheeler is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he plays a key role in providing personalized wealth management strategies tailored to clients' individual goals. With over 25 years of experience in financial services, Terry brings a depth of expertise in areas including family wealth management, legacy planning, retirement income strategy, portfolio management, and tax minimization. He serves as a relationship manager and works closely with a multigenerational team to address complex client needs related to wealth preservation and transfer. Prior to joining Merrill in 2014, Terry founded Wheeler Financial Services, LLC, and held positions at NatCity Investments, Independence Financial Services, and Fifth Third Securities. He collaborates with colleagues to deliver comprehensive financial advice combining Merrill's investment insights and Bank of America’s banking and lending solutions. Terry holds a Bachelor's Degree from the University of Southern Indiana and has earned a Personal Investment Advisor (PIA) designation. In addition to his professional work, Terry is involved in his community through volunteering and is a member of the Evansville Christian Life Center. Outside of work, he enjoys biking, boating, bowling, cooking, fishing, golfing, hunting, and spending time with his family. His approach to financial advising is shaped by personal experiences that continue to influence his commitment to helping clients achieve their long-term financial objectives.

Kayla Acton is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 credential and previously worked at Robert Baird & Co. and Jjb Hilliard Wl Lyons. Outside of her advisory role, she serves as a board member for the Ivy Glenn Homeowners Association in Newburgh, Indiana. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.