Cory Wahl is a financial advisor with Eagle Strategies (NY Life) based in Santa Claus, Indiana. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Eagle Strategies in 2026, Wahl was affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2022. He also has a background in academia, having worked at the University of Missouri-St. Louis and Texas A&M University-Corpus Christi. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple types of advisory programs and operates primarily with non-discretionary assets, working within the integrated New York Life affiliate structure.

Trennis Xanders II is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2013. 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 strategies, affiliated mutual funds, and overlay services, supported by a large national network of advisors and branch offices.

Seth Windell is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the Series 66 designation and has served on the Santa Claus Town Council for 10 years. He has been affiliated with Raymond James Financial and its related entities since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

Piper Lange is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, Lange held positions in banking, education, and physical therapy support. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, consulting, and access to model-driven investment portfolios and third-party asset managers.

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.

Katherine Sigler is a financial advisor with Raymond James Financial in Santa Claus, Indiana, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, she worked in the hospitality and office sectors. Sigler also works as an independent contractor with Windell Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Mitchell Patton is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Enterprise Rental Car for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through 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 bringing 40 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. In addition to his advisory work, he serves as a City Councilman for District 2 in Huntingburg. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a model-driven approach supported by third-party asset managers and custodial services, managing approximately $15.5 billion in assets across nearly 3,700 financial advisors.

John Hoch is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Osaic. He previously spent 21 years with Lincoln Financial Advisors Corp. Outside of advisory work, he provides accident and health insurance, disability, fixed annuity, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using tools like risk-tolerance questionnaires and efficient-frontier analysis to construct portfolios across various asset classes.

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.

Kelly Malone is a financial advisor at Osaic Wealth, Inc. with 14 years of industry experience. She holds a Series 66 designation and previously spent 10 years with Lincoln Financial Advisors. Outside of her advisory role, Malone serves as a football official for the Indiana High School Athletic Association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm employs a variety of investment tools and offers integrated brokerage and advisory services along with access to third-party money managers and managed account solutions.

Mark Rickelman is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning his advisory career in 2026. Before joining Raymond James, he worked at First National Bank of Carmi IL and First Financial Bank, with a combined 17 years of experience in the financial sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a non-discretionary approach tailored to client goals, utilizing risk profiling and analytical tools to support informed decision-making.