Evansville, IN SE Third Street Office

Kyle Wininger is a financial advisor with Cetera Planning Partners in Evansville, IN, holding the PFS™ designation and two years of industry experience. He has worked at Avantax Insurance Agency, Avantax Planning Partners, and Harding Shymanski & Company, where he serves as Vice President. Wininger is active in the community as a board member of the Boys & Girls Club of Evansville, the Tri-State Food Bank, and Cops Connecting with Kids. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services, using a diversified investment approach tailored to clients’ objectives and risk tolerance.

Matthew Folz is a financial advisor with Cetera Planning Partners and holds a Series 65 designation. He has seven years of industry experience and has also been a Vice President and Accountant at Harding, Shymanski & Company, P.S.C., a regional CPA firm, since 1995. Additionally, he serves as a volunteer Finance Committee Member for the Sisters of St. Benedict, a not-for-profit organization. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, with an investment process centered on diversified mutual fund and ETF allocations aligned to client objectives and risk tolerance.

Nicole Boren is a financial advisor at Cetera Planning Partners with 12 years of industry experience. She holds a Series 66 designation and has previously worked with Avantax Investment Services, ProEquities, and J.J.B. Hilliard Wl Lyons. Outside of her advisory work, Boren owns Always Leopard, LLC, a business specializing in personalized custom clothing. Cetera Planning Partners serves individual and high-net-worth clients, focusing primarily on pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, Social Security optimization, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Lacy Bender is a PFS™ credentialed financial advisor with one year of industry experience, currently with Cetera Planning Partners. She also serves as Vice President at Harding, Shymanski & Co., PSC, an accounting firm specializing in tax compliance, consulting, and wealth management. Outside of her advisory role, Bender is actively involved in the community as Treasurer and a board member of Ronald McDonald House Charities of the Ohio Valley and as President of the Finance Committee for Resurrection Catholic School and Church. She is also a head volleyball coach at Mater Dei High School. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider and utilizes a diversified investment process built around mutual funds and ETFs tailored to client objectives and risk tolerance.