Patrick Schulz is a financial advisor with LPL Financial in Evansville, IN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2009 and has been affiliated with Old National Bank since 1996. Outside of his advisory role, Schulz teaches batting lessons as a coach and referee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jonathan Dierlam is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 19 years of industry experience. He has worked at Cetera since 2021, previously working at Voya Financial Advisors from 2014 to 2021, and has operated Rick Watkins Financial Services, LLC since 2012. He serves as an adjunct professor at the University of Southern Indiana and is a committee member for The First Tee of Indiana, a youth golf education program. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform providing access to both affiliated and third-party investment strategies.

Benjamin Waits is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Evansville, IN. Outside of his advisory role, he is a passive investor and partial franchisee owner of Black Water Family Donuts LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Traye Mattingly is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2012, he has utilized his experience from the small business sector and the retail and wholesale industries to serve his clients. In 2016, he became co-coordinator of the Practice Management Development program for his complex, which is a structured training and coaching program for new Merrill Lynch Wealth Management Financial Advisors. Traye works with individuals and families providing services including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. He focuses on building financial strategies aligned with clients' goals, values, and long-term priorities by offering disciplined processes and straightforward communication. Traye holds the Personal Investment Advisor (PIA) designation. He graduated from the University of Southern Indiana with a bachelor's degree in Accounting and Finance. Traye is involved in his community through volunteering at Christian Fellowship Church and Isaiah 117 House in Evansville. Outside of work, he enjoys cooking, football, gardening, golfing, music, photography, reading, swimming, traveling, and spending time with his family.

Brandon Hayes is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Hayes serves on the Warrick County Economic Development Board and is the author of a book titled *You're Not Alone: A Financial Lifeline for Widows Navigating the Unknown*. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Helfrich is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017, following a 17-year tenure at Fifth Third Securities. Outside of Schwab, he owns and manages JJ Helfrich & Associates, where he oversees branch operations and employee management. Charles Schwab 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 combines non-discretionary client relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operational and supervisory structures.

Bryan Wittenbraker is a financial advisor at MassMutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with MML Investor Services and MassMutual Life Insurance Company since 2011. Outside of his advisory role, he is involved in life and health insurance sales through Clippinger Financial Group, LLC. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved tools and offers specialized services including estate-settlement and employer-sponsored planning programs.

Andrew Buechler is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior roles include positions at German American Bank, Kimball, and the University of Southern Indiana. Raymond James & Associates, Inc. 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, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Anna Hargis is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including Corporate Executive Services, Education Planning, Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Women and Wealth, and Tax Minimization. Anna holds several professional designations including Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also a CPA with Series 7 and Series 66 FINRA registrations. Anna earned her bachelor's degree from the University of Evansville. She has experience working in the for-profit, non-profit, and government sectors and is committed to helping individuals and families navigate their financial journeys. Her approach emphasizes asking good questions, listening carefully to clients, and developing financial strategies that align with clients' priorities effectively and efficiently. Outside of her professional work, Anna enjoys cooking, music, reading, running, scrapbooking, sewing, spending time with her family, playing table tennis, traveling, and watching movies. She is involved in her community through activities such as Bethel Church and serving as a board member of the Welborn Baptist Foundation. She has also previously served on the boards of Big Brothers Big Sisters of the Ohio Valley and United Way of Southwestern Indiana.

Christopher Robinson is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has previously worked at Environmental Cleaning Solutions and Pacific Press Technologies. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with due diligence on alternative investments.

Ralph Wimsatt is a financial advisor at Robert Baird & Co. with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 2019 and at J.J.B. Hilliard, W.L. Lyons, LLC since 2011. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management serves a range of clients including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing manager-traded and model-traded strategies alongside tax management and direct indexing.

Michael Barker is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 13 years before joining Raymond James in 2022. Outside of his advisory role, Barker owns a rental property in Evansville, Indiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research.

Jacob Stilwell is a financial advisor at LPL Enterprise with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research, Edward Jones, and Western & Southern Life, among others. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Brenda Miller is a CFP® professional with 45 years of experience in the financial industry. She currently works at Cetera and has a background including roles at Securian Financial Services and Minnesota Life Insurance Company. In addition to her advisory work, she is involved in fixed insurance sales through Shoemaker Financial Advisors. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporations, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships.

Christian Mc Nett is a Financial Advisor with Merrill Lynch Wealth Management based in Evansville, Indiana. He works closely with individuals, families, businesses, and organizations to help them achieve their financial goals by developing strategies tailored to their short-, mid-, and long-term objectives. Christian’s approach involves understanding the client’s priorities and providing resources encompassing general investing, retirement planning, and saving for unexpected events. Christian’s areas of expertise include college education planning, family wealth management, services for endowments and non-profits, legacy planning, philanthropic planning, portfolio management, investment strategy, tax minimization, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christian earned a Bachelor's Degree from Western Kentucky University. Outside of his professional work, he enjoys activities such as billiards, boating, camping, cooking, fishing, football, golfing, hiking, hunting, and traveling.

Daniel Bishop Jr. serves as a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Evansville, Indiana. He began his financial services career in 1993 with Merrill Lynch in Louisville, Kentucky, and has spent his entire career with the firm. In 1998, he was relocated to manage the Evansville branch. Daniel works with clients to develop comprehensive wealth management strategies tailored to their individual needs, focusing on areas such as personal retirement planning, small business strategies, sports and entertainment, and retirement income. Daniel holds a Bachelor of Arts degree in Economics from Bellarmine University, earned in 1992. He has earned the Chartered Retirement Planning Counselor139; designation, which enhances his expertise in retirement planning and investment management. As a Wealth Management Advisor, he helps clients build customized portfolios aligned with their risk tolerance and financial objectives. In addition to his professional work, Daniel is active in his community and serves on the board of the Buffalo Trace Council of the Boy Scouts of America. He is married to Amie Bishop, and they have three sons. Outside of his career, Daniel enjoys cooking, golfing, hiking, soccer, tennis, and spending time with his family.

Cole Knapp is a financial advisor at LPL Financial in Evansville, IN, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Old National Bank and its divisions, as well as time spent in full-time education. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

John Ubelhor is a financial advisor with Edward Jones in Boonville, Indiana, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. Outside of his advisory role, he is involved in multiple tree-related businesses, including a tree service company, a tree farm, and a specialized tree equipment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets. The firm is known for its extensive network of advisors and branches, as well as its comprehensive offerings including discretionary and non-discretionary management, tax-efficient services, and affiliated mutual funds.

Cynthia Phillips is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2007. Merrill, along 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 various institutional investors.

David Anderson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He previously worked at Infinex Investments, Inc. and Edward Jones. Outside of his advisory role, he is employed by the Evansville School Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management and platform solutions.