Kinder Dean is a Series 65-licensed financial advisor with 15 years of industry experience, currently practicing at Kinder Financial Services in Nashville, IN. He has worked at Valeo since 2013. Dean also operates an affiliated entity called Blue Donkey Empires, which involves real estate activity. Kinder Financial Services primarily serves individual clients, including many high-net-worth individuals, alongside businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with an investment approach centered on technical security analysis and trend-following, focusing on ETFs and blue-chip dividend stocks.

Ronald Deinlein Jr. is a CFP®-designated financial advisor with 35 years of industry experience. He currently works at Mosaic Wealth Management LLC and previously spent 17 years at Raymond James & Associates. Mosaic Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, offering portfolio management and participation as a portfolio manager in a wrap fee program. The firm employs a range of strategies including fundamental analysis, modern portfolio theory, and options strategies, primarily implementing through mutual funds and ETFs.

Christopher Meador is a financial advisor at Mosaic Wealth Management LLC in Bloomington, IN, with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Raymond James & Associates, Financial Engines Advisors, and Morgan Stanley. Mosaic Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, utilizing a blend of fundamental analysis, modern portfolio theory, quantitative and technical analysis. The firm offers portfolio management and participates as a portfolio manager in a Raymond James-sponsored wrap fee program, managing approximately $285 million in non-discretionary assets.

John Laughlin is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 18 years of industry experience. He has served as a financial advisor at Laughlin Financial LLC since 2012 and previously worked at Credit Suisse Securities (USA) LLC from 2008 to 2012. Laughlin Financial LLC provides investment advisory and financial planning services to individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm offers tailored investment management and planning services, incorporating a range of strategies and specialized capabilities such as integrated accounting services and the use of advanced operational technology.

Eldon Mc Cabe is a CFP®-certified financial advisor with Hurlow Wealth Management Group, Inc., where he has worked since 2023. He has two years of industry experience, including prior roles at the Sanford Center for Financial Planning and Wellness, Rose Street Advisors, Northwestern Mutual, and West Shore Bank. Mc Cabe serves as a board member of the Hoosier Hills Estate Planning Council and is a committee member of the Young Professionals Bloomington Steering Committee. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach and uses fundamental and technical analysis to recommend portfolios that may include a variety of investment vehicles, with ongoing monitoring and due diligence.

Alexandros Kapsalis is a financial advisor at Hurlow Wealth Management Group, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Hurlow Wealth Management Group, he worked at Salesforce and 40|86 Advisors, and he is also a fitness trainer at F45 Training Indianapolis Downtown. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm tailors portfolios using both fundamental and technical analysis and manages a range of asset types while conducting ongoing risk management and due diligence.

Colton Riggs is a Series 65-licensed financial advisor with Hurlow Wealth Management Group, Inc. in Bloomington, IN. He has one year of industry experience and previously worked at Indiana University Health and Pellegrino and Associates. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and business entities. The firm tailors portfolios using a blend of fundamental and technical analysis and manages a mix of long- and short-term strategies, incorporating a variety of investment vehicles.

Gordon Nesbit is a Certified Financial Planner (CFP®) with nine years of industry experience, currently serving at Hurlow Wealth Management Group, Inc. since 2017. Prior to joining the firm, he studied at the University of California - Irvine. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and business entities. The firm tailors portfolios using both fundamental and technical analysis and employs a mix of long- and short-term strategies across various asset classes, including equities and fixed income.

Christopher Kroll is a CFP® and Series 63-licensed advisor at 1834 Investment Advisors Co. He has over 22 years of experience with Old National Bank and joined 1834 Investment Advisors in 2026. His practice is based in Bloomington, IN. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, leveraging both internal and external models, and operates as a wholly owned subsidiary of Old National Bancorp.

Theresa Kest is a CFP® professional with eight years of industry experience, currently serving as an advisor at Hurlow Wealth Management Group, Inc. since 2021. She previously worked at Jackson, Grant Investment Advisers, Inc. and has experience in education with Stamford Public Schools. Outside of her advisory role, she serves on the board of the Bloomington Economic Development Corporation and is involved in the operations of Learning Fun Press, LLC, a publisher of games, cards, and books. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers tailored portfolio management using both fundamental and technical analysis, along with diversified investment strategies and ongoing risk management, operating as a fiduciary for its clients.

John Hurlow is a financial advisor with Hurlow Wealth Management Group, Inc. in Bloomington, Indiana. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Hurlow Wealth Management Group since 2016. Outside of advising, he serves on the board of the Bloomington Economic Development Corporation and participates in mediation services through the Community Justice & Mediation Center. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management and consulting, employing a combination of fundamental and technical analysis with a mix of long- and short-term strategies across various asset classes.

Michael Carson is a CFP® professional with 17 years of industry experience and is a member of Hurlow Wealth Management Group, Inc. in Bloomington, IN, where he has worked continuously since 2016. Outside of his advisory role, he serves on the board and as chairman of the investment committee for Junior Achievement of Central Indiana, a nonprofit focused on youth education in financial literacy and entrepreneurship. He also holds roles in local organizations related to financial oversight and real estate development. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary approach, combining fundamental and technical analysis with various investment strategies and maintains active monitoring and due diligence of portfolios and third-party managers.

Braden Yu is a Series 65-credentialed advisor with one year of experience, currently at Hurlow Wealth Management Group, Inc. He has a background in education, having worked at the Metropolitan School District of Lawrence Township for 12 years and Indiana University for four years. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm tailors portfolios to clients’ objectives using a mix of fundamental and technical analysis and various investment strategies, while also managing held-away accounts through the Pontera platform.

Dawnetta Cooper is a financial advisor at Hurlow Wealth Management Group, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. and Shapiro & Lozano. Outside of her advisory role, she performs occasional food delivery work with DoorDash. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm uses a fiduciary approach with comprehensive portfolio management that incorporates fundamental and technical analysis, and it provides a variety of investment options including equities, fixed income, ETFs, and private securities.

Henry Rowe is a Series 65-licensed financial advisor with one year of industry experience, currently with Hurlow Wealth Management Group, Inc. in Bloomington, IN. Prior to joining Hurlow Wealth Management Group, he held roles at Applebee's, Clifton Larson Allen, Purdue University, and Nike. Hurlow Wealth Management Group offers investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs both fundamental and technical analysis with a range of strategies across multiple asset classes, managing approximately $794 million in regulatory assets through a 10-advisor team.

Derek Grimmer is a CFP® with seven years of industry experience, currently serving as an advisor at Hurlow Wealth Management Group, Inc. in Bloomington, IN. His prior roles include positions at Cardinal Health, Indiana University, and Baxter Healthcare Pharmaceuticals. He is also the Treasurer of the Estate Planning Council of Indianapolis, a professional organization that facilitates knowledge sharing among estate planning experts. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary approach, tailoring portfolios using fundamental and technical analysis with a variety of investment strategies, and manages roughly $794 million in regulatory assets across an 11-advisor team.

Roger Engel is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with one year of industry experience. He holds a Series 66 designation and has previously worked at IU Credit Union and Trine University. Engel is also involved with IU Credit Union Investment Services. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs and oversees a diverse asset mix across various client segments.

Malinda Risen Sanders is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Bloomington, IN, holding Series 63 and 66 licenses with 14 years of industry experience. She has worked at IU Credit Union Investment Services since 2012. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a range of asset classes and third-party manager oversight, with a notable emphasis on non-discretionary assets.

James Spore is a CFP®-certified financial advisor with 33 years of industry experience. He has been with La Salle St. Securities, LLC since 1996. Spore is also involved in fixed insurance services through IU Credit Union Investment Services, Inc. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, estates, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary management programs, notable for a predominant allocation of non-discretionary assets under management.

Tucker Payne is a financial advisor at Prime Capital Financial with four years of industry experience. He holds a Series 65 credential and has previously worked at Giesting Financial and Northwestern Mutual Life. Outside of advising, he has experience assisting with financial planning and client meetings in a paraplanner role. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a broad range of services including asset management, financial planning, and family office offerings. The firm manages accounts using various investment strategies and provides integrated tax and financial administration services through affiliated subsidiaries.

Thorn Murphy is a financial advisor at Prime Capital Financial with eight years of industry experience. He holds the Series 65 and Series 63 credentials and has previously worked at Cummins Inc and Giesting Financial. Outside of advisory work, he is the owner of TM Financial LLC, involved in the sale and service of fixed insurance-related products. Prime Capital Financial is an SEC-registered enterprise firm serving individuals, trusts, corporations, and retirement plans with asset management, financial planning, and family office services. The firm employs a range of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary and family office practice.

Erin Lane is a financial advisor with Principal Financial Services in Nashville, IN, holding Series 63 and Series 66 licenses and having 26 years of industry experience. Her prior work includes roles at T. Rowe Price from 2013 to 2025 and several positions within Principal and Lincoln Investment during 2025. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Julie Bradshaw is an advisor with Fifth Third Securities, Inc. based in Nashville, Indiana. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her prior work includes roles at Fifth Third Bank and Angie's List. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, combining third-party portfolio managers and advisor-directed strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

Alasa Harper is a financial advisor with Thrivent Investment Management in Nashville, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Thrivent in 2020, Harper worked at Allstate Insurance and other firms in various roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority, and offers a combined planning and managed-account option called WealthPlan.

Marc Fishman is a financial advisor with LPL Financial in Bloomington, IN, holding Series 63, 65, and 66 licenses and having 33 years of industry experience. His prior experience includes roles at Old National Bank since 2011 and Morgan Keegan & Company, LLC from 2007 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Bomba is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with Baird since 2019, previously working for J.J.B. Hilliard, W.L. Lyons, Inc. for 19 years. He serves as a board member of Morris Initiative, a medical device manufacturer, and acts as a trustee on his parents’ trusts. Baird’s DDK Group serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, overlay management, and tax-efficient techniques, supported by internal research and ongoing manager monitoring.

Yazeed Rabadi is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following prior roles at Hilliard Lyons and Mist Harlem. Outside of his advisory work, he is an owner and member of Tensleep LLC, a non-investment-related business. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

William Reed is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following previous roles at J.J.B. Hilliard, W.L. Lyons, LLC and Waddell & Reed. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, supported by ongoing manager selection, internal research, and use of artificial intelligence in client advice.

Kimberly Harrell is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Levy Restaurants and Regions Bank. She is based in Bloomington, Indiana. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Craig Harris is a financial advisor with J.P. Morgan Securities in Bloomington, IN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008, following three years at Fifth Third Securities, Inc. Outside of his advisory role, he is a partial owner of a non-public entity that rents undeveloped farmland. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation support from affiliated investment-management entities.

Vadim Morozov is a financial advisor at Robert Baird & Co. with eight years of industry experience. He has held positions at Robert Baird & Co. since 2019 and previously worked at J.J.B. Hilliard W.L. Lyons and Royal East. He holds the Series 66 designation. Morozov is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and technology such as artificial intelligence.

William Stant is a financial advisor with Cambridge Investment Research Advisors in Nashville, IN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015, and also operates L. B. Stant and Associates, LLC, an independent insurance agency. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through a network of thousands of financial professionals and offers proprietary and third-party model strategies across multiple custodial platforms.

Malcolm Webb is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, American Portfolios Financial Services, and Mass Mutual Investors Services. Outside of his advisory role, Webb volunteers with the Civil Air Patrol, participating as a search and rescue/disaster relief mission pilot and serving on several finance committees within the organization. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting with a range of portfolio management styles, emphasizing non-discretionary planning and utilizing extensive affiliated research and sub-advisers.

Douglas Mayo is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds the Series 66 credential and has served as an officer and treasurer for nonprofit organizations, including the Bloomington Health Foundation and North Central Church of Christ. Mayo operates his advisory practice through a member-managed LLC while conducting all advisory activities under Raymond James supervision. 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 emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and is notable for its municipal advisory affiliation and offerings such as the SIMPLE IRA Employer Advisory & Consulting Services program.

Colleen Curry is a financial advisor at Robert Baird & Co. in Bloomington, Indiana, holding a Series 66 credential with 11 years of industry experience. She previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for five years before joining Robert Baird in 2019. Curry serves as a board member of the Community Foundation Monroe County. Robert Baird & Co. is a large institution with a Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by home-office research and strategic partnerships.

Orval Stallsmith Jr. is a financial advisor at Robert Baird & Co. with 19 years of industry experience. He holds the Series 66 designation and has worked at Hilliard Lyons since 2007 before joining Robert Baird & Co. in 2019. Outside of his advisory work, he participates in Fifty Men Who Care, a local charitable organization. He is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients with a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax management and uses internal research and technology, including artificial intelligence, to support client advice.

Joel Schneider is a financial advisor with Edward Jones in Bloomington, IN, holding a Series 66 designation and 18 years of industry experience, all with Edward Jones since 2008. Outside of his advisory role, he is a board member of Monroe County United Ministries and co-owns a cattle ranch in Ringling, OK. He is also a silent investor in Heartwork Brewing, a local brewery and restaurant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary money market options. The firm operates under a fiduciary standard and has a large national network of financial advisors and branch offices.

Alyce Zollman is a financial advisor with Robert Baird & Co. in Bloomington, IN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent eight years with J.J.B. Hilliard, W.L. Lyons, LLC. Zollman is also affiliated with the Indiana University Tennis Center, where she has been involved since 2009. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, employing a combination of manager-traded and model-traded strategies alongside internal research and tools.

David Mc Kinney is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and two years of industry experience. Prior to joining Baird, he worked for eight years at Smithville Fiber. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird offers financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct indexing.

Jeremy Zeichner is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Charles Schwab since 2013. In addition to his advisory role, Zeichner owns Zeichner Holdings Inc., an operating company for his independent branch in Bloomington, IN. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Lori Matthews is a financial advisor at Fidelity with 18 years of industry experience. She holds a Series 66 designation and previously worked at TIAA and TIAA-CREF. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of funds and model portfolios.

Steven Fortune is a CFP® professional with 16 years of industry experience, currently advising at Raymond James & Associates since 2025. Prior to this, he spent 15 years at Edward Jones. Outside of his advisory role, he serves as Vice President of Development and Director on the Board of the Bloomington High School South Band Boosters, where he is involved in fundraising and supporting the local high school music program. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by a wide range of portfolio management styles and affiliated research.

Kyle Stewart is an advisor with Robert Baird & Co., holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at Morgan Stanley, Midland States Bank, and Gunderson Capital Management. Stewart also has a background as an IHSA Official and worked in various positions during his education at Indiana University. The DDK Group, part of Robert W. Baird & Co.'s Private Wealth Management department, serves individuals, corporate and business clients, pension plans, and charitable organizations. Baird offers a range of financial planning and portfolio management services, utilizing internal research, manager-traded and model-traded strategies, and distinct features such as municipal advisory services and strategic minority investments.

Heidi Harmon is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2017 and previously worked for five years at the Cardinal Stage Company. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering bundled advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-depth research and specialized alternative investment programs.

Daniel Matthews is a financial advisor at Robert Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, following a long tenure at Hilliard Lyons. Outside of his advisory role, Matthews serves as treasurer of the Gran Haven Neighborhood Association and is a member of the finance committee for the Greater Bloomington Chamber of Commerce. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pension plans, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

Andria Donovan is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. She previously worked at Bunger & Robertson, LLP, and MutualBank. Donovan serves as Treasurer for the Bloomington Symphony Orchestra, a nonprofit organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, combining non-discretionary client relationships with access to discretionary separately managed accounts and alternative investments.

Loren Snyder is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds the Series 66 designation and previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for 11 years before joining Robert Baird & Co. in 2019. Outside of his advisory role, Snyder serves as president of a private investment club and is involved as a board member and treasurer for Project 44, a nonprofit organization. He is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and tax-efficient strategies, supported by internal research and a mix of manager-traded and model-traded SMA strategies.

Ana Von Heimburg is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for ten years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jenna Yandl is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and has prior experience at Vista Investment Partners LLC and Indiana University. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools in its advisory work.