Jacob Ahlbrand, CPFA® Regional Director Jacob graduated from the Kelley School of Business at Indiana University with a degree in Finance. He holds FINRA Series 7, 63, 65, and 24 registrations, state insurance licenses, and has earned the Certified Plan Fiduciary Advisor (CPFA®) designation. Jacob is passionate about helping individuals, families, and business owners make informed financial decisions with confidence. His planning-first approach allows him to develop personalized strategies that align with each client’s goals, whether they are building wealth, preparing for retirement, protecting their families, or planning for future generations. His areas of focus include wealth management, retirement planning, insurance strategies, estate planning, and employer-sponsored retirement plans. Committed to continuous learning and staying ahead of industry trends, Jacob works to provide thoughtful guidance in an ever-changing financial landscape. He believes lasting relationships are built on trust, transparency, and delivering personalized advice that evolves alongside his clients’ lives. Jacob has been recognized for his outstanding performance and commitment to excellence throughout his career. His most recent honors include: * Best of Dubois County – Financial Advisor * #1 Wealth Management Advisor – DSF Mid America Complex Outside the office, Jacob enjoys spending time with his wife, Kennedy, staying active, and making memories with family and friends. He also enjoys finding meaningful ways to give back and make a positive impact.

Lisa Clark is a financial advisor at Champion Financial Inc. in Velpen, Indiana, with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Champion Financial since 2011. Champion Financial, Inc. is an independent registered investment adviser serving individual and high-net-worth clients through financial coaching, investment, and financial planning. The firm emphasizes broad diversification based on Modern Portfolio Theory and the Efficient Market Philosophy, providing asset allocation recommendations and monitoring while outsourcing portfolio management and custody to a third party.

Zachary Gordon is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fifth Third Securities since 2023 and Fifth Third Bank since 2022. Prior to his financial career, he was involved with Christmas Lake Golf Club for 17 years. Outside of his advisory role, he is a musician in the group Five Under in Jasper, Indiana. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features including direct indexing and a tax-overlay service.

Derek Budd is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Commonwealth since 2016. Outside of his advisory role, he is co-owner of Eagle Crest Financial Services Inc. and owns an S-Corp for personal tax purposes. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients, managing roughly $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eric Kieffner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth since 2016. He is co-owner of Eagle Crest Financial Services Inc. and owner of Kieffner Advising, LLC, entities involved in securities, advisory, and insurance activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Ethan Beckman is a financial advisor at Edward Jones in Jasper, IN, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at Arthur J. Gallagher and entrepreneurial ventures such as Plaid and Timber Axe Throwing Company. Outside of finance, he has been involved with local businesses and organizations like Parlor Doughnuts and the Dubois County Bombers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and trustee services.

Allison Menke is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has worked at Baird since 2021. Prior to joining Baird, she spent 13 years at OFS Brands Holdings Inc. Outside of her advisory role, Menke serves as Treasurer and Board Member of the Menke Charitable 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Jeffrey Schneider is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2020, following a prior tenure at Raymond James Financial Services from 2008 to 2020. Outside of his advisory role, he is the owner and president of Three Thirty Corporation, an umbrella company, and is involved in independent insurance brokering and fixed annuity sales. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dillon Seiler is a CFP® with 11 years of experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Jasper, IN. 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 large network of financial advisors and branch offices, and operates under a fiduciary standard.

Peyton Gentry is a Financial Advisor with the Payne & Mencias Group at Merrill, a position he has held since May 2020. In his role, he works with clients across multiple generations to develop strategic plans aimed at long-term wealth management. He leverages the resources of both the Payne & Mencias Group and Bank of America, while also collaborating with CPAs and attorneys to address the complex needs of his clients with accuracy and efficiency. Peyton holds a Bachelor’s Degree in Finance with a focus on Wealth Management from the Kelley School of Business at Indiana University Bloomington. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2021 and maintains a strong commitment to continuing education. His areas of expertise include education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Outside of his professional work, Peyton is actively involved in community organizations such as the Heart of Jasper, Mentors for Youth, Dubois County Community Foundation, Jasper High School Girls Soccer, and Jasper Youth Soccer. He serves as a board member for several of these groups and has logged over 300 volunteer hours in recent years. Peyton resides in Jasper, Indiana, spending time with his wife, Libby, who is completing a medical residency, and their golden retriever, Maverick. He enjoys outdoor activities including hunting, fishing, and sports.

Matthew Brinkmann is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 13 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at Old National Bank, Fifth Third Securities, Heritage Federal Credit Union, and Cuna Brokerage Services Inc. He participates in a referral program for banking products at Old National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios, research, and various portfolio management technologies.

Mitchell Mundy is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird Private Wealth Management since 2020. Prior to that, he held positions at Springs Valley Bank & Trust, the University of Southern Indiana, and Steinkamp's Home Center. He 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 provides customized financial planning and portfolio management services, employing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

John Welp is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with LPL Financial since 2009. He also maintains a long-standing role with Onb Investment Services, Inc. since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jennifer Wilkerson is a financial advisor with Ameriprise in Jasper, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Raymond James Financial Services and Southern Indiana Investments & Insurance. Outside of advising, she manages a family farm and serves as president of Miller Wilkerson & Co LLC, a business entity used to manage her advisory practice expenses. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, offering written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning and emphasizes the use of Ameriprise-managed accounts within its advisory approach.

Evan Daunhauer is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Royal Alliance Associates, Inc. since 2018 and previously with Jhfn Sii for six years. Daunhauer is involved in community activities, serving as Co-Chair of Ferdinand Heimatfest, a charitable festival planning committee, and as a board member of the Dubois County Community Foundation. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk assessments, and a variety of investment vehicles to construct portfolios tailored to client needs.

Andrea Lichlyter is a Certified Financial Planner® affiliated with Edward Jones, with 13 years of industry experience at the firm since 2013. In addition to her advisory role, she is an independent beauty consultant for Mary Kay Cosmetics. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Nicholas Schnarr is a financial advisor with Edward Jones in Jasper, IN, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he manages small business ventures including a rental property company and a farm in the Jasper area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment strategies, and affiliated financial products. The firm is known for its extensive network of advisors and branch offices and offers both discretionary and non-discretionary investment management solutions.

Daniel Kinnamon is a financial advisor at Cetera with six years at Cetera Advisors LLC and two years at Cetera. He holds Series 63 and Series 65 licenses and has a total of four years of industry experience. Outside of his advisory role, he is the owner of Kinnamon Financial LLC, a CPA firm providing accounting and tax services, and serves as an elected member of the Guilford Township Board. Kinnamon also participates on several nonprofit boards, including a coworking entrepreneur incubator and community foundations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment solutions including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Roger Seng is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His background includes prior roles at Avantax Investment Services and Avantax Advisory Services. In addition to his advisory work, he serves as Chairman of the Utility Service Board for the City of Jasper, Indiana, a mayoral-appointed position responsible for setting policy and overseeing operations of city-owned utilities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Jeffrey Tooley is a financial advisor with Robert Baird & Co. in Jasper, Indiana, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has longstanding roles at German American Bank and Primevest Financial Services, both since 2000. Outside of his advisory work, Tooley serves as a volunteer on the economic development board for the City of Huntingburg and coaches high school basketball for the Southwest Dubois County School Corporation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services through a combination of in-house and third-party managers, offering traditional and complex investment strategies alongside municipal advisory and public finance services.

Frederick Mattingly II is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2009 and has been associated with German American Bank since 1995. Outside of his advisory role, he coaches high school baseball. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Piper Lange is a financial advisor at LPL Enterprise with the Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, Piper held positions at Springs Valley Bank & Trust and Austin Peay State University, among other roles across various sectors. They are also engaged in non-variable insurance activities. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Tyson Lawson is a CFP® certificant with one year of experience, currently serving as a financial advisor at Cetera. Prior to his current role, he worked at Springs Valley Bank & Trust Co, where he also provided account administration and financial planning services. He has additional experience in fixed insurance sales through Springs Valley Insurance Agency and JBC Companies. Cetera Investment Advisers LLC operates a multi-manager platform offering a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm supports discretionary and non-discretionary strategies with access to both affiliated and third-party managers.

Richard Kurzendoerfer is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds the Series 66 designation and is based in Jasper, IN. Outside of his advisory role, he serves as a Major and Operations Officer in the Indiana Army National Guard. Edward Jones is a full-service wealth management firm that serves 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.

Michael Olinger is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Michael has expertise in retirement planning and personal investment advising. He earned a Bachelor's Degree from Indiana University.

Jo Ann Stacy is a Series 66 licensed financial advisor with Edward Jones in Jasper, IN, where she has worked since 2019. She has three years of industry experience and previously worked at Mailboxes & Parcel Depot and Center Grove Fine Arts Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 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.

Michael Blume is a CFP® professional with 21 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Ferdinand, IN. Outside of his advisory role, he is an owner of a rental property business, M & S B Holdings, LLC, in Jasper, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of advisory and investment options, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Chad Deckard is a financial advisor with LPL Financial in Jasper, Indiana, holding a Series 66 designation and 16 years of industry experience. He has worked with LPL Financial and German American Bank since 2010. In addition to his advisory role, Deckard is involved in relationship management for the trust department at German American Financial Advisors & Trust Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and diverse portfolio options.

Mitchell Patton is a financial advisor with Edward Jones in Ferdinand, IN, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Rental Car from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jeffrey Bounds is a financial advisor with Primerica Advisors in Huntingburg, Indiana, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has worked with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Bounds serves as a city councilman for District 2 in Huntingburg. Primerica Advisors sponsors a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Kyle Stuckey is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and German American Bank. 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.

Craig Hanneman is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he serves as a board member of the Alpha Omicron Educational Foundation and is vice president of the Jasper Lions Club, where he supports local fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of financial advisors and branch offices.

Kenneth Sendelweck is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2012. He serves as a director on the finance and investment committees of Memorial Hospital and Health Care Center and participates on the finance commission of Precious Blood Church. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Noah Hanneman is a financial advisor at Edward Jones in Jasper, IN, holding a Series 66 designation and beginning his industry career in 2023. His prior experience includes roles at Charles Schwab and Jasper Engines, as well as involvement with Jasper Tennis Patrons and Jasper High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Richard Pflanz is a CFP®-certified financial advisor with Edward Jones, based in Huntingburg, IN, and has 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs and affiliated investment products.

Allison Greenwell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Primerica Advisors since 2017 and concurrently works with Bounds & Associates and Primerica Financial Services. Outside of her advisory role, she is the sole owner of Greenwell Enterprises, a non-investment-related business based in Huntingburg, IN. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Natalie Merkley is a financial advisor with LPL Financial in Jasper, Indiana, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial and German American Bank since 2014. In addition to advisory services, she is involved in insurance risk protection sales that complement the financial planning process. 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 representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources and incorporating both discretionary and non-discretionary management options.

Phillip Ruhe is a financial advisor with Robert Baird & Co. in Jasper, Indiana, holding a Series 66 credential and 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with JJB Hilliard W.L. Lyons LLC since 2014. Outside of his advisory role, Ruhe serves on the board of directors and as an officer for MOBEL, Inc., a furniture manufacturing company, and is also involved with the MOBEL Foundation, a charitable organization supporting local causes in Dubois County, Indiana. Robert Baird & Co.’s DDK Group advises individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services that include both discretionary and non-discretionary strategies across traditional and non-traditional asset classes.