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Cory W

Series 63, Series 66

Santa Claus, IN

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jonathan S

Series 63, Series 66

Tell City, IN

Edward Jones

Jonathan Scheer is a financial advisor at Edward Jones with 38 years of industry experience. He has been with Edward Jones since 1988 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a trustee for Emmanuel Lutheran Church in Tell City, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including both discretionary and non-discretionary wrap fee programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Trennis X

ChFC®, Series 66

Santa Claus, IN

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Seth W

Series 66

Santa Claus, IN

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Evan D

Series 63, Series 65

Ferdinand, IN

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael B

CFP®, Series 63, Series 66

Ferdinand, IN

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Katherine S

Series 66

Santa Claus, IN

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Mallory C

Series 66

Tell City, IN

Edward Jones

Mallory Cochenour is a financial advisor at Edward Jones in Tell City, Indiana, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. 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 under management and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business succession planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Mitchell P

Series 66

Ferdinand, IN

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Emily W

Series 63, Series 65

Tell City, IN

LPL Financial

Emily Winter is a financial advisor with LPL Financial in Tell City, Indiana, holding Series 63 and Series 65 licenses and having 18 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years and OSAIC for 3 years. Winter serves as a board member of the And-Tro Water Authority, a nonprofit focused on rural community water expansion. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John H

CFP®, Series 66

St. Meinrad, IN

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brandon G

Series 66, Series 63

Tell City, IN

Edward Jones

Brandon Gaynor is a financial advisor with Edward Jones in Tell City, IN, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, S&S Seating, and the University of Southern Indiana. He serves on the Finance Council at Saint Isidore the Farmer Catholic Church, where he participates in setting the annual budget and approving extraordinary expenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kelly M

Series 66

St. Meinrad, IN

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mark R

Series 66

Ferdinand, IN

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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