Donaldson Capital Management LLC

Matthew Duncan is a financial advisor with Donaldson Capital Management LLC, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His prior work includes roles at TD Ameritrade, Fis, Fisher Investments, and E*TRADE Advisory Services. Donaldson Capital Management serves individual and institutional clients through a model-driven investment approach that emphasizes dividend-paying equities and fixed income, offering proprietary portfolio strategies and fiduciary services tailored to diverse client needs.

Marcus Bloom is a financial advisor at Donaldson Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Lifestyle Freedom Advisory Group, Array Partners, Royal Alliance Associates, Signator Investors, and The CORE Group. Donaldson Capital Management serves individual and institutional clients with a model-driven investment approach emphasizing dividend-paying equities and fixed income. The firm offers investment management, financial planning, and retirement-plan services, including fiduciary engagements and sub-advisory roles for collective investment trusts.

Brandon Roop is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Donaldson Capital Management LLC since 2010. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct tailored income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciary services and institutional entities.

James Roberts is a financial advisor at Donaldson Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Donaldson Capital Management in 2025, he held various roles in technology and logistics firms. Donaldson Capital Management serves a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a model-driven investment approach using proprietary portfolio strategies and provides services such as investment management, financial planning, and retirement-plan fiduciary engagements.

Leeanne Lollar is a CFP® professional with 11 years of industry experience, currently serving at Donaldson Capital Management LLC since 2022. Her prior experience includes roles at LPL Financial LLC, Old National Bank, J.W. Cole Advisors, and Voya Financial Advisors. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and a combination of fundamental, technical, and statistical analysis to manage income- and growth-oriented portfolios, serving a diverse client base including retirement plans and institutional entities.

Robert Quick is a financial advisor at Donaldson Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Apex Group Ltd., Gottco, the University of Evansville, and served in the United States Air Force for eleven years. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to manage income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciary services and institutional entities.

Matthew Effinger is a financial advisor at Donaldson Capital Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Donaldson Capital Management, Effinger worked at LPL Financial, Liberty FCU, USA Financial Securities, and Hentrup Financial Group. Donaldson Capital Management serves both individual and institutional clients, offering investment management through proprietary portfolio strategies and independent money-manager platforms. The firm emphasizes dividend-paying equities and fixed income, providing tailored portfolios alongside retirement-plan fiduciary services and pooled-vehicle management.

Matthew Bernhardt is a financial advisor at Donaldson Capital Management LLC with 13 years of industry experience. He has held positions at Donaldson Capital Management since 2015 and previously worked at LPL Financial from 2012 to 2014. Bernhardt holds the Series 66 designation. Donaldson Capital Management serves individual and institutional clients including high-net-worth individuals, pension plans, trusts, and foundations. The firm uses a model-driven investment approach with proprietary portfolio strategies emphasizing dividend-paying equities and fixed income, providing both discretionary and non-discretionary portfolio management along with retirement-plan fiduciary services.

Bryce Turner is a financial advisor at Donaldson Capital Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Summit Financial Group and Northwestern Mutual. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes less-common institutional areas such as retirement-plan fiduciary services and sub-advisory roles for collective investment trusts.

Andrew Richmond is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with five years of industry experience. He has been with Donaldson Capital Management since 2017 and previously worked at Meuth ReNewvations while completing his studies. Donaldson Capital Management offers investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to tailor income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Matthew Wright is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with four years of industry experience. Prior to joining Donaldson Capital Management in 2021, he worked with Evansville Vanderburgh School Corporation and AstraZeneca/Bristol-Myers Squibb. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create portfolios tailored to income needs and risk tolerance, while also serving unique institutional clients such as retirement-plan sponsors and banking institutions.

Kira Vaal is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with six years of industry experience. She has been with Donaldson Capital Management since 2014. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement plans, banking institutions, and municipal plan sponsors.

Gregory Donaldson is a financial advisor with Donaldson Capital Management LLC in Evansville, IN, holding 27 years of industry experience. He has been with Donaldson Capital Management since 1994. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and a combination of fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciary roles and institutional entities such as banking and insurance companies.

John Keach is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with 12 years of industry experience. He has been with Donaldson Capital Management since 2012. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct portfolios tailored to clients’ income needs and risk tolerance, serving a diverse client base that includes retirement plans, banking institutions, and municipal sponsors.

Warren Ward is a Certified Financial Planner® at Donaldson Capital Management LLC with 26 years of industry experience. He previously worked at Wwa Investing & Planning for eight years prior to joining Donaldson Capital Management in 2024. Outside of his advisory role, Mr. Ward serves as an elder at First Presbyterian Church and coordinates the Jazz Series for the Columbus Indiana Philharmonic. Donaldson Capital Management provides investment management and financial planning services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a model-driven, proprietary approach focused on dividend-paying equities and fixed income, offering both discretionary and non-discretionary portfolio management along with fiduciary retirement-plan services.