Nancy Bach is a financial advisor at &Partners with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, 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 serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers a range of investment management and financial planning services using both discretionary and non-discretionary approaches, combining proprietary and third-party strategies with ongoing account monitoring.

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 at Fifth Third Securities, Inc. with two years at the firm and three years in the industry. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Fifth Third Bank, Home Envy, and Expressway Ford. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad advisor network.

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.

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.

Lacy Bender is a PFS™ credentialed financial advisor with one year of industry experience, currently with Cetera Planning Partners. She also serves as Vice President at Harding, Shymanski & Co., PSC, an accounting firm specializing in tax compliance, consulting, and wealth management. Outside of her advisory role, Bender is actively involved in the community as Treasurer and a board member of Ronald McDonald House Charities of the Ohio Valley and as President of the Finance Committee for Resurrection Catholic School and Church. She is also a head volleyball coach at Mater Dei High School. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider and utilizes a diversified investment process built around mutual funds and ETFs tailored to client objectives and risk tolerance.

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.

Franci Doroska is a financial advisor at Merrill with 13 years of industry experience. She has been with Merrill since 2014 and holds Series 63 and Series 66 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America N.A. since 2014. Outside of his advisory role, he serves as a director for the Evansville Christian Life Center, a charitable organization providing various community services, and holds leadership positions in family and property-related limited partnerships. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple strategy types and tax-efficient capabilities, supported by integration with Bank of America affiliates and a comprehensive manager selection and monitoring process.

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.