Nathan Taylor is a financial advisor with Ameriprise in Evansville, IN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked in various roles at Kaiser Aluminum, RJ Corman Railroad, PFL Logistics, and CSX Railroad. He serves as President of the Cambridge Homeowners Association board of directors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Scott Clippinger is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 designations. He has 41 years of industry experience, including over four decades with MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in life and health insurance sales and permitted life settlement participation through NFP. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved tools such as Monte Carlo simulations and automated asset allocation to develop client-specific recommendations.

David Howard is a financial advisor with Raymond James & Associates in Evansville, IN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Raymond James & Associates since 2017 and was previously with Investment Centers of America from 2015 to 2017. Raymond James & Associates, Inc. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Kyle Leffel is a Financial Advisor with Merrill Lynch Wealth Management, where he supports individuals and families in achieving clarity and confidence in their financial lives through personalized wealth management, financial planning, and investment strategies. His approach begins with listening to understand clients' goals and values, ensuring recommendations align with what matters most to them. Kyle specializes in retirement planning, portfolio management, risk assessment, tax-efficient investing, and portfolio optimization. He guides clients through complex decisions to help align financial strategies with their long-term objectives while minimizing tax impact to preserve wealth for future generations. He holds series 7 and 66 FINRA registrations and a Personal Investment Advisor (PIA) designation. Kyle graduated with a bachelor's degree in Economics and Finance from the University of Southern Indiana. Prior to joining Merrill Lynch, he worked in sales for a local oil and gas distributor and served as a leader in a local college Christian ministry for nine years. He values the advisor-client relationship as a privilege and dedicates time outside work to his family, church, and watching Notre Dame football.

Erick Dalton is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Dalton serves on the boards of Farmers Bank & Trust Co. of Marion, KY, Henderson County Riverport Authority, and is an advisory board member for the Salvation Army of Henderson. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kristen Runyon is a CFP® professional with 24 years of experience in the financial industry. She has worked at Robert Baird & Co. since 2019 and previously spent 18 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of her advisory work, she is involved in self-publishing and has authored several novels marketed online. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves a range of clients including individuals, businesses, pension plans, and charitable organizations. The firm offers various financial planning and portfolio management services, emphasizing manager selection, tax management, and the use of internal research tools.

Robert Kozsan is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stifel, Nicolaus & Company, Inc. since 2015. He also works at Wal-Mart and holds board positions with several local non-profits, including the Student Financial Aid Association and Hope of Evansville. Additionally, he serves as treasurer for the Thomas A. & Sharon K. Ruder Foundation, a private family foundation. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Michael Owens is a CFP® with 32 years of industry experience and has been with Edward Jones since 2010. He holds Series 63 and Series 66 licenses and 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 programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Lee West is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for six years. His background also includes positions outside finance at Cresline Plastic Pipe and Reitz Memorial High School. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Wagner is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 2019, following a long tenure at Hilliard Lyons. 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, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement a variety of investment strategies.

Michael Lane is a financial advisor with Wells Fargo Advisors in Evansville, IN, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Edward Jones, LPL Financial, German American Bancorp, and Ameriprise Financial Services. Outside of his advisory work, he coaches the girls varsity basketball team at Tell City Jr/Sr High School. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including cash-flow, retirement, education, and specialized planning areas, using proprietary research and tools to develop tailored client recommendations.

Osanna Koester is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at The Vanguard Group. Outside of her advisory role, she has experience in operations management. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations through a centralized consulting team.

Eric Provost is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He has worked at Robert Baird since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC from 2013 to 2019. Provost holds a Series 66 designation and serves as President of the Board of Directors for Peace Zone, a nonprofit organization in Evansville, Indiana. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and brokerage services, and manages approximately $394 billion in assets as of December 2025.

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.

Christopher Fleck is a financial advisor with Edward Jones in Evansville, IN, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as secretary and owns shares of a family corporation, A H Fleck Agency. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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.

Corey Merritt is a financial advisor at Stifel in Evansville, IN, holding Series 63 and Series 65 licenses. He has less than one year of industry experience and has previously worked in various roles including at Bilstein Cold Rolled Steel LP and in the car wash industry. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

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.