Nicholas Gartner is a Financial Advisor at Merrill Lynch Wealth Management in Evansville, Indiana. He joined Merrill in 2022 and contributes to a team of Financial Advisors that provide clients with comprehensive wealth management services tailored to individual circumstances, risk tolerance, investment time frames, goals, and liquidity needs. Nicholas’s client focus includes family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. Before joining Merrill, Nicholas gained experience as a practicing attorney specializing in Trust and Estate law and working in a national bank trust department. He earned a Bachelor of Arts degree in History with a minor in Business from Indiana University in 2013 and completed his Doctor of Jurisprudence degree at Indiana University in 2017. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Additionally, he is a member of the American Bar Association, Knox County Bar Association, and Vanderburgh County Bar Association. Nicholas is originally from Vincennes, Indiana, with family roots tracing back to early French settlers and a history of farming on his paternal side. Outside of his role at Merrill, he serves on the Evansville Philharmonic Orchestra Board. His personal interests include basketball, cooking, golfing, reading, spending time with family, tennis, and traveling. Nicholas provides financial advice through his role at Merrill and does not offer legal advice.

Abby Lindauer is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, she worked in real estate with United Country Real Estate for seven years and spent time as a stay-at-home mom. She is involved with Topanga Scents as a distributor in a non-investment related capacity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through its brokerage and advisory programs.

Logan Baumann is a Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 2025 following a transition from collegiate athletics, Logan has concentrated on building strong relationships with individuals, families, and business owners to support them in achieving their financial objectives. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Retirement Accredited Financial Advisor (RAFA), and Certified Plan Fiduciary Advisor® (CPFA). Logan earned his bachelor's degree in economics from the University of Louisville and his master's degree in business administration from Western Kentucky University. In addition to his professional work, he serves as a board member for the local Red Cross. Logan resides in Evansville, Indiana, with his wife, Paige, and their two children.

Charles Tiemann is a financial advisor at Merrill Lynch Wealth Management. He provides wealth management guidance to families, business owners, and retirees across the country. Charles began his career nearly 15 years ago as a financial advisor with the brokerage firm Morgan Stanley. In 2026, he joined Merrill Lynch, where he focuses on designing and implementing personalized portfolios to meet clients' financial goals while managing investment risk. Charles holds a Bachelor's Degree from Indiana University Bloomington and is a Personal Investment Advisor (PIA). He and his wife Melissa reside in Evansville, Indiana, with their two children. The family follows Indiana University athletics, and Charles has also participated in the Evansville City Golf Tournament, having been a past champion. In his free time, he enjoys practicing and playing golf competitively.

Jacob Helfrich is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. His prior roles include working at Marion County Superior Courts and various positions in retail and service industries. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides both non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment process.

Gregory Nixon is a financial advisor with Raymond James & Associates, holding Series 63 and 65 credentials and 23 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory role, he participates in monthly meetings to vote on financial matters for St John The Evangelist church in Evansville, IN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by in-house research and affiliated advisers.

Joanna Yonts is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and previously worked for the Law Offices of Fine & Hatfield for ten years. Joanna is based in Evansville, IN. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donald Minton is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Raymond James and also involved with Evansville Employment DBA Custom Staffing since 2007. Outside of his advisory role, he serves on the board of directors for Custom Staffing Services, a temporary staffing agency. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Jennifer Casten Juhl is a financial advisor with Ameriprise in Newburgh, IN, holding a Series 66 credential and bringing 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she is co-owner of a yoga studio and works as a certified divorce coach. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Perigo is a financial advisor with Robert Baird & Co. based in Evansville, IN. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including prior work at J.J.B. Hilliard W.L. Lyons, LLC. Outside of his advisory role, he is a part owner of family farmland managed through an LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm employs a range of investment strategies including discretionary portfolio management, separately managed accounts, and tax-management techniques, supported by home-office research and technology.

Christi Sanders is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Edward Jones and previously worked at Merrill, Fifth Third Securities, and operated her own coaching business, KL Coaching, Inc. Sanders has experience in both institutional and individual client services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Randall Haaff is a financial advisor with Raymond James & Associates in Evansville, Indiana, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he serves as a professor at the University of Southern Indiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering a range of financial planning, advisory, and consulting services with a variety of portfolio management styles.

George Stowe is a financial advisor with Ameriprise in Newburgh, Indiana, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory work, Stowe serves as Vice Commissioner and Advertising Director for Newburgh Girls Softball and is involved with the Castle Softball Booster Club. Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Felicia Hostettler is a financial advisor with Robert Baird & Co., holding a Series 63 designation and bringing 27 years of industry experience. She has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons since 1992. 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, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, including traditional and complex investment strategies.

Tricia Hollander Henning is a financial advisor with Robert W. Baird & Co. in Evansville, Indiana, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at Robert W. Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Henning serves as a board member for St. Bens Finance and the United Way, and she chairs the Investment Committee at the Welborn Baptist Foundation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jay Jacobs is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Jacobs is also involved in managing his own advisory business, Hayes Powers and Associates LLC. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at clients approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, with an emphasis on assets held in Ameriprise-managed accounts.

Daniel Wring is a financial advisor with Ameriprise in Henderson, Kentucky, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nicholas Davis is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has worked with Ameriprise and its affiliated entities since 2008. He is based in Newburgh, Indiana. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering personalized, non-discretionary advice primarily for assets managed within Ameriprise.

Jacob Schiff is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019 and at J.J.B. Hilliard, W.L. Lyons, LLC since 2008. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Jason Jett is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Royal Alliance Associates and Signator Investors and has operated Jett Financial, Inc. since 2014. Outside of his advisory work, he serves as a minister at Creekside Baptist Church and is involved in local government as a member of the Evansville City Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of advisors. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.