Leslie Funk

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.

Brian Bouillet is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with KCPAG Financial Advisors LLC since 2008 and has also held roles with Securities America, Inc., KCPAG Insurance Services LLC, and Kemper Capital Management LLC. Outside of finance, he has been involved with Shaker Prairie Shop since 1987. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients by providing personalized financial planning, discretionary asset management, and retirement plan consulting. The firm employs a combination of fundamental analysis and trading strategies while offering access to institutional model portfolios and third-party advisory platforms.

Clifford York is a financial advisor with CWM, LLC in Vincennes, IN, holding a ChFC® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including prior roles at Cetera Advisor Networks LLC and LPL Financial. York serves as a board member on the marketing committee for Knox County Development Corp and provides notary services. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and leverages in-house models, third-party sub-advisors, and technology partners.

Andrew Ellermann is a CFP® with 20 years of industry experience. He currently serves as an advisor at Kestra Advisory and Kestra Investment Services, LLC, having joined in 2023 after 14 years at LPL Financial and Old National Bank. Ellermann is also active in his community, serving on the boards of two local nonprofit organizations, Helping His Hands and the South Knox Education Foundation. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice, supporting recommendations with thorough due diligence and serving clients that include large institutional investors.

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.

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.