Steven Smith

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.

David Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2020. Hughes is also involved with Grindstone Wealth Management LLC, a non-investment-related business entity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.

Melissa Crow is a financial advisor with OSAIC and holds Series 63, 65, and 66 licenses. She has been with OSAIC and CAVU Wealth Advisors since 2025. Prior to her financial advisory roles, she spent several years working in education and operated a truck and trailer sales business. Outside of finance, she co-owns and helps operate Skillet Fork Outfitters Inc., a hunting outfitting business in Carmi, Illinois. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charities. The firm offers a range of advisory programs and investment solutions, supporting thousands of advisors and managing approximately $200 billion in assets.

Lance Barbre is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Securities America Advisors and First National Bank of Carmi. Outside of his advisory role, Barbre serves as president of the White County Flying Club and is a board member of the SIC Foundation, which supports SIC Junior College. OSAIC is a large SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and access to multiple custodial platforms.

Alexander Vantlin is a financial advisor with Ameriprise in Mount Vernon, IN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021 and has prior work experience in several roles including positions at Juncker Outdoor Power and Equipment and Western Kentucky University. Vantlin is also involved as an Associate Financial Advisor with Derrick T Wells LLC, assisting with general office tasks and financial planning. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted advice and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.