Brenna Sauer is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Fifth Third Bank and Anne Thrasher Boyd State Farm. Outside of her advisory role, she owns and operates an embroidery business called Catch a Vibe Embroidery. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research and a mix of manager-traded and model-traded strategies, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Susan Cooke is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She has held roles within Wells Fargo entities since 2010, including Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and planning tools to develop tailored recommendations.

Jeffrey May is a financial advisor with LPL Financial in Henderson, Kentucky, holding a Series 66 designation and eight years of industry experience. He has worked at Old National Bank since 2017 and previously at First Security Bank from 2012 to 2017. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Dianne Daniel is a financial advisor at Robert Baird & Co. with 29 years of industry experience. She holds a Series 63 designation and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 1997. She 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 strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Christopher Meuth is a financial advisor with Raymond James Financial in Henderson, Kentucky, holding Series 63 and Series 66 credentials and totaling 35 years of industry experience. He has worked with Raymond James and its affiliated entities since 2000 and owns Meuth Financial Services, where he serves as owner and branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporate and institutional clients, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals and offers specialized services such as municipal advisory support and SIMPLE IRA employer consulting.

Charles David II is a financial advisor at Edward Jones in Evansville, Indiana, holding a Series 63 designation with 33 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branches across the United States.

Spencer Bloodworth is a financial advisor with Ameriprise in Henderson, KY, holding a Series 66 designation and six years of industry experience. He previously worked at Evansville Teachers FCU for eight years before joining Ameriprise in 2019. Outside of his advisory role, he is involved in live music as a performing musician. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that includes detailed recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a focus on tax efficiency and asset management, providing a broad range of advisory, brokerage, and insurance solutions.

William Brunner is a CFP® and holds a Series 66 license. He has worked at Edward Jones in Henderson, KY for 13 years. Outside of his advisory role, he is the owner of Balmoral Group Racing LLC, a horse ownership business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over a trillion dollars in assets under management.

Aaron Carlisle is a financial advisor at Edward Jones in Evansville, IN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2025, he worked at Old National Bank and LPL Financial. Edward Jones serves more than four million individual and institutional clients, offering full-service wealth management through a broad network of advisors and branch offices. The firm provides various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Reid Grossman is a financial advisor with Wells Fargo Advisors in Evansville, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo in various capacities since 2013. Grossman has a 50% ownership interest in Grossman Financial Group, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owners, sports and entertainment, special needs, and divorce.

Jordan Lasher is a financial advisor with LPL Enterprise in Evansville, Indiana, holding a Series 66 designation and one year of industry experience. His prior work includes The Prudential Insurance Company of America and BKD LLP. Outside of his advisory role, he owns and operates Lasher Lawn Maintenance LLC and volunteers with the Fellowship of Catholic University Students. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a wide range of brokerage and insurance products.

Brice Marsh is a financial advisor with Edward Jones in Henderson, Kentucky, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Marsh manages a commercial building investment in Henderson. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Miller is a financial advisor with Robert Baird & Co. in Evansville, Indiana, holding Series 65 and Series 63 designations and bringing 30 years of industry experience. He has worked in the financial sector since 1996, including over seven years at Robert Baird & Co. Miller serves as a board member and treasurer of the Evansville Aquatics Foundation. Robert Baird & Co. offers a range of financial planning and portfolio management services through its DDK Group, serving individuals, corporate clients, pensions, and charitable organizations. The firm employs a mix of manager-traded and model-traded SMA strategies, tax management, and uses internal research tools, including artificial intelligence, to support client advice.

Brian Lowe is a CFP® professional and Series 66 license holder with nine years of experience in the financial industry. He has worked at Edward Jones since 2016 and previously at Ferguson Enterprises INC from 2005 to 2016. He is based in Evansville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Deminey is a financial advisor with Raymond James & Associates, holding a Series 66 designation and possessing 10 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Joshua Goben is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Old National Investments and Allstate Insurance Co. He is also a co-owner and vice-president of Goben & Goben Inc, a property and casualty insurance business. 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 consulting services, utilizing research from LPL and third-party subadvisors across diversified and alternative strategies.

Andrew Thacker is a financial advisor with Ameriprise in Boonville, IN, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the board of the Newburgh Police Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad array of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Tawne Wandling is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 66 credential and having 10 years of industry experience. She has worked at Robert Baird & Co. since 2019 and also has experience with JJB Hilliard WL Lyons LLC. Wandling serves as an investment committee member for the Children's Museum of Evansville. The DDK Group at Robert W. Baird & Co., where Wandling works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and municipal advisory services, with investment strategies supported by in-house research and the use of artificial intelligence.

William Baumberger is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at LPL Financial and Old National Bank. Baumberger also maintains a financial advisory role with Heritage Federal Credit Union. Ameriprise serves primarily individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes managed accounts within its investment approach.

Dustin Deisher is a financial advisor at Edward Jones in Evansville, IN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.