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Darwin L

CFP®, ChFC®, Series 63, Series 66

Vincennes, IN

Lindsey Wealth Management

Darwin Lindsey is the principal of Lindsey Wealth Management, an independent registered investment adviser based in Vincennes, IN. He holds the CFP® and ChFC® designations and has 17 years of industry experience. Since founding Lindsey Wealth Management in 2014, he has also worked as an independent insurance agent offering life, disability, and long-term care insurance. Lindsey Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, trusts, charitable organizations, and business entities. The firm emphasizes customized advice through one-on-one interviews and written investment policy statements, using diversified portfolios primarily composed of exchange-traded funds and model portfolios with tactical asset allocation and ongoing monitoring.

Options & derivatives strategies Factor investing / smart beta Tax-loss harvesting Retirement income strategy General estate planning guidance
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Brian B

Series 66

Vincennes, IN

KCPAG Financial Advisors LLC

Brian Bouillet is a financial advisor with KCPAG Financial Advisors LLC, holding a Series 66 credential and 18 years of industry experience. He has been with KCPAG and affiliated firms since 2008. Outside of his advisory role, he has been involved with Shaker Prairie Shop since 1987. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm operates across 27 offices with a team of 13 advisors and employs a mix of long- and short-term investment strategies alongside model-based and sub-advised solutions.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Kameron V

Series 65

Vincennes, IN

KCPAG Financial Advisors LLC

Kameron Vinsel is a financial advisor at KCPAG Financial Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm and its parent company, Kemper Capital Management, Kameron worked at Peoples State Bank of Newton for a total of nine years, including periods as a full-time student. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, managing approximately $22.5 million in discretionary assets. The firm offers tailored financial planning and portfolio management through a team of 13 advisors across 27 offices, utilizing both discretionary and non-discretionary strategies and collaborating with third-party program partners.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Clifford Y

ChFC®, Series 63, Series 66

Vincennes, IN

CWM, LLC

Clifford York is a ChFC® with 24 years of industry experience, currently serving as a financial advisor at CWM, LLC. He has held roles at Cetera Advisor Networks LLC, Carson Wealth, and LPL Financial. Outside of advising, he serves on the marketing committee of the Knox County Development Corporation. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a large network of advisors. The firm manages discretionary accounts using model portfolios and combines multiple investment strategies and tools, including sub-advisors and alternative investments, with a focus on retirement plan and institutional services.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Steven B

Series 66

Vincennes, IN

Kestra Advisory

Steven Burkhart is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Kestra, he was involved with First City Wealth and operated a DJ service for several years. He has also contributed to community activities through his work with Helping His Hands. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm supports fiduciary roles and utilizes multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Andrew E

CFP®, Series 66

Vincennes, IN

Kestra Advisory

Andrew Ellermann is a CFP® with 20 years of industry experience, currently serving with Kestra Advisory. He has previously worked with LPL Financial, Old National Bank, and Cetera Investment Services. Outside of his advisory role, he serves on the boards of Helping His Hands, a faith-based charity, and the South Knox Education Foundation, which reviews grant and scholarship applications. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors, and supports a range of management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Philip D

Series 63, Series 65

Lawrenceville, IL

Edward Jones

Philip David is a financial advisor at Edward Jones with 34 years of industry experience. He has held Series 63 and Series 65 credentials and has been with Edward Jones since 1993. Outside of his advisory work, he is involved in oil production and owns several local businesses, including a car wash and real estate ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

Vincennes, IN

Edward Jones

David Skinner is a financial advisor with Edward Jones in Vincennes, Indiana, holding Series 63 and Series 66 licenses and totaling 44 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1981. Outside of his advisory work, Skinner serves as president of the Vincennes School Building Corporation, overseeing bond financing and related financial decisions. 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, including wrap fee strategies and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Vincennes, IN

Edward Jones

Leslie Funk is a financial advisor at Edward Jones with three years of industry experience. Prior to rejoining Edward Jones in 2023, Leslie worked there from 2017 to 2023 and held positions at Boyd & Company and First Financial Bank. Leslie holds a Series 66 designation. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 66

Vincennes, IN

Edward Jones

Tyler Vieke is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
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Matthew P

Series 63, Series 66

Lawrenceville, IL

Raymond James Financial

Matthew Pargin is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at LPL Financial for 21 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Outside of his advisory role, he operates two DBAs, Pargin Retirement Planning Group and Parg, LLC, both based in Lawrenceville, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports clients through its advisory programs and institutional consulting platform.

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

Series 66

Vincennes, IN

Edward Jones

Jack Skinner is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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John T

ChFC®, Series 63

Vincennes, IN

LPL Enterprise

John Thomas is a financial advisor with LPL Enterprise holding a ChFC® designation and Series 63 license, with 38 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC for over three decades. Outside of advisory work, he is involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically implements investment strategies through model portfolios and offers access to third-party asset managers and financial planning services.

Tax-loss harvesting
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Susan S

Series 66

Vincennes, IN

Edward Jones

Susan Skinner is a financial advisor at Edward Jones in Vincennes, IN, holding a Series 66 designation and with five years of industry experience. Her prior roles include work at Pure Barre and the University of Missouri International Trade Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed accounts, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains one of the largest retail advisor and branch networks in the industry.

Multi-generational wealth transfer Inheritance planning Wealth management Military & Veterans Women Professionals
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Richard D

Series 63

Vincennes, IN

Ameriprise

Richard Dobbyn is a financial advisor with Ameriprise in Wheatland, Indiana, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a farm that rents land for corn, soybean, and wheat sharecropping. Ameriprise offers a retirement-income planning service designed for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Dirk Y

PFS™, Series 63, Series 66

Vincennes, IN

Cetera

Dirk Yoder is a financial advisor with Cetera, holding a PFS™ designation and Series 63 and 66 licenses, with 28 years of industry experience. He has been with Cetera since 2008 and also operates a CPA firm, DIRK A. YODER, CPA, which he has owned since 1983. Additionally, he works as an insurance agent providing fixed insurance products, including health and Medicare supplement referrals. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kendall V

Series 66

Vincennes, IN

Edward Jones

Kendall Vieke is a financial advisor at Edward Jones in Vincennes, IN, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2016, with a brief period at the Country Club of Old Vincennes in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Timothy V

Series 63

Vincennes, IN

Edward Jones

Timothy Vieke is a financial advisor with Edward Jones in Vincennes, Indiana, holding a Series 63 designation and 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, he is a member of Cypress Hills Golf Club LLC, a golf course business in Vincennes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and maintains one of the largest retail advisor and branch networks in the industry.

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

Series 66

Lawrenceville, IL

Edward Jones

Tandy Hughes is a Series 66 licensed financial advisor with Edward Jones in Lawrenceville, IL, bringing 14 years of experience with the firm. Hughes has been with Edward Jones since 2012. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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

Series 66

Lawrenceville, IL

Edward Jones

John Hubbard is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in educational administration and served in the Indiana National Guard for eleven years. Outside of his advisory role, he serves as Post Commander for VFW Post 4226 and is a board member of the Carle Health Center for Philanthropy, assisting in local healthcare fundraising efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, supported by a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Military & Veterans
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Dana W

Series 63, Series 65

Vincennes, IN

Edward Jones

Dana Worland is a financial advisor with Edward Jones in Vincennes, Indiana, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of over 23,700 financial advisors across 15,000+ branches nationwide.

Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance Retired Founder/Business Owner Executive
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George A

CFP®, Series 66

Vincennes, IN

Edward Jones

George Ansloan is a Certified Financial Planner® (CFP®) with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his financial advisory role, Ansloan works as a music DJ in Evansville, Indiana. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Military & Veterans
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