Ryan Hubert is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2021. Prior to his advisory career, he worked at Hoosier Heights Country Club for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers services under a fiduciary standard.

Devon Quirk is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Equitable Advisors, LLC, and has held various roles outside finance, including positions at Evolution Event Solutions and Western Kentucky University. Raymond James & Associates 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 ranging from individuals and institutions to charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Justin Holtz is a Series 66-credentialed advisor with Robert Baird & Co. in Evansville, Indiana, where he has worked since 2019. He has seven years of industry experience and previously worked at J.J.B. Hilliard Wl Lyons and Concannon's Bakery. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services.

Dennis Schneider is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved in managing Elite Innovations LLC, which supports his Ameriprise franchise practice, and is connected to a family-owned funeral home in Henderson, KY. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christina Scherry is a financial advisor with Robert W. Baird & Co. in Evansville, Indiana, holding a Series 66 designation and two years of industry experience. Prior to joining Baird in 2022, she worked at Vineyard Financial and Profile by Sanford. Outside of her advisory role, she is involved as a temporary employee with Pigtails and Cowlicks LLC. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which 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 across a range of investment strategies.

Brooke Barber is a financial advisor at Ameriprise in Henderson, KY, holding a Series 66 designation. She began her advisory career in 2025 and has prior work experience in retail and education sectors, including positions at Sam's Club and the University of Massachusetts Global. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Bernardin is a financial advisor with Robert W. Baird & Co., holding Series 65 and Series 63 credentials and 44 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and previously at J.J.B. Hilliard W.L. Lyons, LLC. Bernardin serves as a board member for the YMCA of Southwestern Indiana. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and strategic partnerships.

Theodore Williamson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at U.S. Bank and has experience with Ball State University and Beeline Towing LLC. Outside of his advisory role, he is the owner of TMW Investment Group LLC, a real estate business based in Evansville, IN. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm provides a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenton Cottrell is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at Cetera Wealth Services, Shoemaker Financial, and Securian Financial Services, among other firms. In addition to his advisory work, he is involved in fixed insurance sales through Shoemaker Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Stephen Provost III is a financial advisor at Robert Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Robert Baird since 2019, previously working at J.J.B. Hilliard, W.L. Lyons, Inc. since 1982. Outside of his advisory work, he serves as co-personal representative for a relative's estate. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies and overlay services.

Joey Davenport is a financial advisor with Robert Baird & Co. in Henderson, KY, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 1997. Outside of his advisory role, Davenport is involved in motivational speaking at churches, organizations, and college sports teams through a separate business activity. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pension and profit-sharing plans, corporations, charities, and institutional clients. The team offers tailored financial planning, portfolio management, and brokerage services, utilizing both in-house and third-party managers to implement a wide range of investment strategies.

Hayden Wood is a financial advisor with Wells Fargo Advisors in Evansville, IN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at NAI Prime Commercial and United Fidelity Bank. Outside of finance, he has been involved with Hacienda Mexican Restaurants since 2022. Wells Fargo Advisors Financial Network is a large firm serving individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Jessica Engel is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at PharmScript LLC from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Elizabeth Alles is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2017, following two years at Frito Lay. Outside of her advisory role, she is involved with Hayes, Powers and Associates, LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling to provide tailored, non-discretionary recommendations. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeana Rivera is a CFP® and holds the Series 66 designation, currently working with Edward Jones in Newburgh, IN. She has eight years of industry experience, including prior roles at Edward Jones and Southern Illinois University Edwardsville. Outside of her advisory work, she is involved in the restaurant industry as a waitress and bartender at Stackhouse Pub and Grill in Chesterfield, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeanette Johnson is a financial advisor at Osaic Wealth, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. and Securities America Inc. since 2005. Johnson is also the president and owner of Jeanette Johnson Financial Group, Inc., a financial planning and investment firm she established in 2002, and serves on the finance committee of Hyland Baptist Church. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios for individual and institutional investors.

Thomas Mc Cool is a financial advisor at Edward Jones in Newburgh, Indiana, holding Series 63 and Series 66 registrations with 11 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jacob Steinhart is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northwestern Mutual in various capacities from 2014 to 2024. Outside of his advisory role, he owns Steinhart and Associates, LLC, through which he manages his Ameriprise business. 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 recommendations and ongoing retirement-income planning advice, drawing on a combination of internal research, third-party data, and algorithmic analysis.

Keith Grossman is a financial advisor with Wells Fargo Advisors in Evansville, IN, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing, and has a 50% ownership interest in Grossman Financial Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of financial planning services. The firm combines advisory services with other financial products and offers tailored recommendations based on proprietary research and planning tools.

Joshua Rude is a financial advisor at Ameriprise in Evansville, IN, holding a Series 66 designation with less than a year of industry experience. Prior to joining Ameriprise, he held various roles including positions at Sewell Automotive Companies and in education with the McKinney Independent School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through a centrally managed service that collaborates with advisors and clients.