David Dodd, CFP®, CKA®, specializes in guiding Christians over the age of 50 towards two main goals: To Retire Successfully and Steward Well. As both a Certified Kingdom Advisor™ and a CERTIFIED FINANCIAL PLANNER™, David ensures your financial strategies reflect your Christian values and aim for the best return on your life. Based in Mount Vernon, IN, David Dodd Financial Planning serves clients in the Evansville area, Southern Illinois, and virtually nationwide. Our Services Include: • Retirement Income and Investment Management • Tax, Insurance, and Estate Planning • Social Security and Medicare Education • Charitable Giving Strategies David operates on a unique transparent FLAT FEE basis, eliminating conflicts of interest typical in percentage-based fees. This approach ensures his advice serves your best interests, fostering wealth growth without increasing fees. Unlike traditional fee-only advisors, we don't charge a percentage of the assets we manage, thereby avoiding incentives to take unnecessary risks or discourage prudent financial actions. Experience Our Services With a Free Retirement Assessment: Start with a no-obligation 20-minute call to determine compatibility, followed by a discovery meeting to outline your goals. The process concludes with a personalized • Retirement Assessment addressing: 1. Retirement readiness 2. Tax reduction strategies 3. Investment improvements David is committed to building lasting relationships and guiding clients toward a rewarding retirement, aligning with Matthew 25:21, "…Well done, good and faithful servant... Enter into the joy of your master." Disclosure: The Other 90 Financial, LLC is registered in Indiana and Illinois. This material is for informational purposes only and does not constitute tax, legal, or accounting advice.

Steven Smith is a financial advisor at StoneX Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Quest Capital Strategies, Interactive Financial Advisors, and Edward Jones. In addition to his role at StoneX, he owns Steven Smith Financial, where he provides financial services, investment advisory, insurance, and individual tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and annuity allocation. The firm utilizes a combination of independent advisors, proprietary models, and third-party money managers across multiple platforms to implement customized investment solutions.

Ryan Kelley is a financial advisor with Fifth Third Securities, Inc. in Mt Vernon, Indiana. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 16 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutions. The firm combines multiple managed-account programs with features such as direct indexing and tax-overlay services, and benefits from its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

Daniel Cathro is a CFP®-certified financial advisor with Edward Jones in Mt Vernon, IN, bringing four years of industry experience. Prior to joining Edward Jones in 2022, he worked for Comcast and Cafe Zupas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Ryan Hubert is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2021. Prior to his advisory career, he worked at Hoosier Heights Country Club for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers services under a fiduciary standard.

Donna Bolin is a Series 66-credentialed financial advisor with Edward Jones in Mt Vernon, IN, bringing a total of 27 years of industry experience. She has been with Edward Jones since 1999. 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 discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Kaylee Adams is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones in 2023, she worked for eleven years at Vienna High School. She serves as a board member for the Southern 14 Workforce Investment Board, Inc. and owns Roaming Arrow Photography, a photography business based in Simpson, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Melissa Crow is a financial advisor with Osaic Wealth, Inc. She holds the Series 63, 65, and 66 licenses and has one year of industry experience. Before joining Osaic and its affiliated DBA, CAVU Wealth Advisors, she worked in the truck and trailer sales industry and spent eight years in education. Outside of finance, she helps operate and manages a family-owned hunting outfitting business in Carmi, Illinois. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools and third-party platforms to construct portfolios tailored to clients’ risk tolerances and investment goals.

Lance Barbre is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2024, following nine years at Securities America Advisors and Securities America Inc. Barbre is also president of the White County Flying Club and serves as a board member of the SIC Foundation. Osaic Wealth, Inc. serves a diverse clientele including retail and institutional investors through a large network of affiliated advisors and multiple advisory platforms. The firm integrates brokerage and investment advisory services with financial planning and access to third-party money managers, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Alexander Vantlin is a financial advisor with Ameriprise in Mount Vernon, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he held positions in various sectors including outdoor equipment and retail. He also has outside employment as an Associate Financial Advisor with Derrick T Wells LLC, where he performs general office tasks and financial planning. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Alan Heckert is a financial advisor with Edward Jones in Mt Vernon, IN, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he is involved in managing an online card store and serves as president of a gun store and range. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Lisa Cross is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She worked at Edward Jones for 14 years before joining LPL Financial in 2020. Outside of her advisory role, she works part-time as an attorney assistant processing estate paperwork. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Eric Rahlfs is a financial advisor with Raymond James Financial Services Advisors, Inc. in Carmi, Illinois, holding a Series 66 designation and 17 years of industry experience. He has worked at First Mid Bank & Trust since 2015 and serves as an officer and treasurer on the board of the Carmi Elks Club, where he participates in community activities and financial oversight. Additionally, he acts as an ambassador for Blackstone Products, creating cooking-related social media content. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations in municipal advising and specialized employer retirement programs.

Jack Young is a financial advisor with Edward Jones in Evansville, IN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1997. 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, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

Craig Hutton is a financial advisor with LPL Financial in Mount Vernon, IN, holding Series 63 and Series 66 registrations and possessing 20 years of industry experience. His prior roles include positions at Fifth Third Securities and FIFTH THIRD BANK from 2005 to 2020, and he currently serves as a wealth advisor and vice president at Old National Bank. Outside of his advisory work, he owns a sports cards collectibles business operated online. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting more than 22,800 advisors with both discretionary and non-discretionary investment strategies.

Graham Bolerjack is a financial advisor with OSAIC who holds a Series 66 designation and has 25 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for a combined nine years. Bolerjack serves as a board member on the Carmi Police Pension Fund, which oversees local pension disbursements and accounts. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that can be managed on discretionary or non-discretionary bases.