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.

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.

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.

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.

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.

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.

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.

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.

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.