Matthew Monroe is a financial advisor with 9 years of industry experience, currently working at 55 Wealth. He holds a Series 66 designation and previously worked at Robert Baird & Co. for seven years and JJB Hilliard WL Lyons LLC for two years. He is also a licensed insurance agent and dedicates part of his professional time to insurance sales. 55 Wealth provides investment advisory and financial planning services focused on managed portfolios and written strategies for individuals, high-net-worth, and accredited investors. The firm builds portfolios aligned with clients’ risk tolerance and time horizon, employing asset allocation, dollar-cost averaging, and technical analysis, and offers discretionary and non-discretionary management.

Rachel Sterchi is a financial advisor at 55 Wealth with a Series 66 designation and three years of industry experience. Her prior work includes roles at R W Baird and First National Bank of Carmi. Outside of financial advising, she owns an online store called Mimis Downloads. 55 Wealth provides investment advisory and financial planning services primarily to individuals, high-net-worth, and accredited investors. The firm focuses on portfolio construction aligned with client risk tolerance and time horizon, using a combination of asset allocation, dollar-cost averaging, and technical analysis.

Matthew Pierson is a financial advisor with Fifth Third Securities, Inc. in Vincennes, Indiana. He holds Series 63 and Series 65 designations and has 14 years of industry experience. Pierson has been with Fifth Third Securities since 2015 and has worked at Fifth Third Bank since 2006. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its roles as a broker-dealer, SEC-registered investment adviser, and municipal advisor while leveraging its affiliation with Fifth Third Bank and platforms such as National Financial Services and Fidelity Institutional Wealth Adviser.

Jeremy Schipp is a financial advisor with Fifth Third Securities, Inc. in Princeton, Indiana. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked at Fifth Third Securities since 2003 and at Fifth Third Bank since 2001. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with distinctive features such as direct indexing and an optional tax-overlay service.

Mark Goldman is a financial advisor at Fifth Third Securities, Inc. with two years at the firm and three years in the industry. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Fifth Third Bank, Home Envy, and Expressway Ford. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad advisor network.

Tricia Easley is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities and Fifth Third Bank since 2012. Outside of her advisory role, she is involved in customer service at the Ford Event Center in Evansville, Indiana. Fifth Third Securities 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 options and combines third-party portfolio managers with advisor-managed strategies, supported by a platform that includes direct indexing and tax-overlay services.

Tracie Elsner is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and 18 years of industry experience. She has been with Fifth Third Securities since 2007. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

Jason Rainey is a CFP® and holds the Series 66 designation, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Old National Bank for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Christopher Barthel is a financial advisor with LPL Enterprise, holding CFP® and ChFC® designations and over 31 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and Thurston Springer Miller Herd & Titak, Inc. He is also involved with the Gibson County Chamber of Commerce as a board member. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Matthew Grabbe is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 19 years of industry experience. He has held roles including owner of Four G, LLC and served as a paid tennis coach at Gibson Southern High School. Grabbe operates his own DBA, Grabbe Wealth and Retirement, within Raymond James's hybrid RIA structure. 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 consulting, utilizing risk profiling and modeling tools to support client goals.

David Oldham is a financial advisor with Robert W. Baird & Co. and holds a Series 63 designation. He has 32 years of industry experience and has worked at Robert W. Baird & Co. since 2019 and J.J.B. Hilliard, W.L. Lyons, Inc. since 1993. Outside of his advisory work, he manages a family farming business and is involved in agricultural operations and marketing. He is part of the DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and institutions with tailored financial planning and portfolio management services, offering a range of traditional and non-traditional investment strategies.

Tyler Brengman is a financial advisor with Edward Jones in Princeton, Indiana, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Smith is a financial advisor with Robert Baird & Co. in Evansville, IN, holding Series 63, 65, and 66 licenses and 29 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent 16 years at Edward Jones and overlaps tenure at Jjb Hilliard Wl Lyons LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jonathon Minton is a financial advisor with Edward Jones in Ft Branch, Indiana, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is a joint owner, with his wife, of a cattle farm and hunting business in Lynnville, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,000 financial advisors.

William Ainsworth Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has been associated with Raymond James Financial Services, Inc. since 2022 and works under the Grabbe Wealth and Retirement Group. Prior to his advisory career, he served with the Hendersonville Fire Department for five years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations.

Tracy Helmer is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 20 years of industry experience and has worked at German American Bank since 2012. Helmer is involved in relationship management for the trust department at German American Financial Advisors and Trust Co., and also engages in insurance sales to complement her financial planning services. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Daniel Devine is a financial advisor with LPL Financial based in Evansville, IN, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Old National Bank and LPL Financial since 2016. Devine also performs a financial institution duty 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 financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and research support from internal and third-party sources.

Braden Taylor is a financial advisor with Edward Jones in Princeton, IN, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at SS&C Technologies and Apex Group, as well as a position with Lamar Architecture and Design, LLC. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Claybrooks is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at WIN Energy REMC and Vectren Energy Delivery. Outside of his advisory role, he manages a residential rental business through DPC Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

Donald Patton Jr. is a financial advisor at Edward Jones in Evansville, IN, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is the owner of a rental property in Indianapolis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Dillan Black is a financial advisor at Edward Jones in Boonville, IN, holding the ChFC® and Series 66 designations with 10 years of industry experience. He has worked at Edward Jones since 2017 and previously at Raymond James Financial Services Advisors Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management and a network of more than 23,000 advisors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options while operating under a fiduciary standard.

Christian Burch is a CFP®, ChFC®, and Series 66-licensed financial advisor with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Old National Bancorp and Crossroads Christian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is known for its large network of financial advisors and branch offices, as well as its affiliated financial services beyond advisory offerings.

Timothy Phillips is a financial advisor with Raymond James Financial in Chandler, Indiana. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Phillips is also the owner and president of Jade Investments & Retirement Solutions, a non-investment-related support company. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jeremy Overton is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005 and holds a Series 66 designation. Outside of his advisory role, Overton is involved in several local businesses including retail and consulting, serves on the board of Haubstadt Sommerfest, Inc. as Director of Marketing, and is a council member for Gibson County, Indiana. He has also authored a book that has completed Ameriprise branding review. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies, supported by comprehensive investment research and algorithmic tools.

Jill Fougnies is a financial advisor at Edward Jones with 13 years of experience in the industry. She holds the Series 66 designation and has been with Edward Jones Investments 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 through a network of more than 23,700 advisors, offering a range of advisory services including discretionary and non-discretionary strategies, tax-efficient services, and alternative investment options.

Chris Telezyn is a financial advisor with LPL Financial in Evansville, IN, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. His prior roles include positions at Edward Jones, Park Avenue Securities, Guardian Life Insurance Company, W&S Brokerage Services, and Western Southern Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services through a national network of representatives, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jacinda Hughen is a financial advisor with Robert Baird & Co. in Princeton, Indiana, holding CFP® and Series 66 credentials and having 10 years of industry experience. She previously worked at Hilliard Lyons from 2016 to 2019. Outside of her advisory role, she is president of The Glittered Pig, a small business focused on bookkeeping and apparel production. She is part of The DDK Group at Robert Baird & Co., which serves individual, corporate, pension, and charitable clients through a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and advanced tools.

Clark Stanfill is a financial advisor with Edward Jones in Evansville, IN, holding a Series 66 designation and having eight years of industry experience. He previously worked at OneMain Financial from 2015 to 2017 before joining Edward Jones in 2017. Outside of his advisory role, he engages in videography and editing for local bands and car enthusiasts in Newburgh, IN. 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 programs, including discretionary and non-discretionary strategies, with a broad network of financial advisors and branch offices nationwide.

Erin Smith is a financial advisor at Robert W. Baird & Co. with seven years of industry experience, holding Series 63 and Series 65 licenses. Prior to joining Baird, Erin worked at Hilliard Lyons and Jason Spindler Law. Outside of her advisory role, she serves as a record keeper and director for Owensville Community Planners Inc. and assists with bookkeeping and client invoicing at Absolute Custom Machine LLC, a family-owned custom parts machining business. Erin is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, supported by internal research and technology.

Shelby Smith is a Series 66 credentialed advisor with LPL Financial, based in Evansville, Indiana, and has four years of industry experience. Prior to joining LPL Financial, Shelby worked at German American Bank and held positions at German American Investment Services Group and German American Insurance. Outside of finance, Shelby was affiliated with Crossfit Iron Up and has a background in education through roles at Southern Illinois University Edwardsville and Wabash Valley Community College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and model portfolios from LPL Research and third-party providers.

Catherine White is a financial advisor at Robert Baird & Co. with 27 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 J.J.B. Hilliard, W.L. Lyons, Inc. beginning in 1996. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, 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.

Matthew Riordan is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, using a variety of direct portfolio management and model-based solutions.

Heath Schneider is a financial advisor with Ameriprise in Evansville, IN, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Arium Devine is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2017 and has been affiliated with Old National Bank since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.