Lisa Clark is a financial advisor at Champion Financial Inc. in Velpen, Indiana, with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Champion Financial since 2011. Champion Financial, Inc. is an independent registered investment adviser serving individual and high-net-worth clients through financial coaching, investment, and financial planning. The firm emphasizes broad diversification based on Modern Portfolio Theory and the Efficient Market Philosophy, providing asset allocation recommendations and monitoring while outsourcing portfolio management and custody to a third party.

Zachary Gordon is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fifth Third Securities since 2023 and Fifth Third Bank since 2022. Prior to his financial career, he was involved with Christmas Lake Golf Club for 17 years. Outside of his advisory role, he is a musician in the group Five Under in Jasper, Indiana. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features including direct indexing and a tax-overlay service.

Derek Budd is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Commonwealth since 2016 and previously at MetLife Securities Inc. from 2014 to 2016. Outside of his advisory role, he is co-owner of Eagle Crest Financial Services Inc. and owner of Derek P. Budd, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios and various program structures, supporting advisors with operations, technology, investment management, and compliance services.

Eric Kieffner is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth since 2016, following two years at Metlife Securities. Outside of his advisory role, he is a co-owner of Eagle Crest Financial Services Inc. and owns Kieffner Advising, LLC, both of which support his work in securities and insurance. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, enabling advisors to offer customized portfolio solutions and access to managed model portfolios.

Allison Menke is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has worked at Baird since 2021. Prior to joining Baird, she spent 13 years at OFS Brands Holdings Inc. Outside of her advisory role, Menke serves as Treasurer and Board Member of the Menke Charitable Foundation. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Jeffrey Schneider is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2020, following a prior tenure at Raymond James Financial Services from 2008 to 2020. Outside of his advisory role, he is the owner and president of Three Thirty Corporation, an umbrella company, and is involved in independent insurance brokering and fixed annuity sales. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dillon Seiler is a CFP® with 11 years of experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Jasper, IN. 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 and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Peyton Gentry is a Financial Advisor with the Payne & Mencias Group at Merrill, where he has been serving clients since 2020. He works with clients, often spanning multiple generations, to develop strategic plans for long-term wealth management. Peyton utilizes the resources of the Payne & Mencias Group, Bank of America, and collaborates with CPAs and attorneys to address the complex financial needs of his clients with accuracy and efficiency. He earned a Bachelor's degree in Finance with a focus on Wealth Management from the Kelley School of Business at Indiana University, Bloomington. In 2021, Peyton obtained his CERTIFIED FINANCIAL PLANNER® certification and continues to emphasize ongoing education. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Residing in Jasper, Indiana, Peyton is actively involved in his community through various organizations including the Heart of Jasper, Young Professional Network of Southern Indiana, Mentors for Youth, Dubois County Community Foundation, and Jasper High School Girls Soccer, where he serves as a varsity assistant coach. He contributed over 300 volunteer hours in 2023. Peyton also maintains an active lifestyle and enjoys outdoor activities such as hunting and fishing.

Matthew Brinkmann is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Old National Bank, Fifth Third Securities, Heritage Federal Credit Union, and Cuna Brokerage Services Inc. Brinkmann participates in a referral program for banking products through Old National Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage service combinations.

Mitchell Mundy is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird Private Wealth Management since 2020. Prior to that, he held positions at Springs Valley Bank & Trust, the University of Southern Indiana, and Steinkamp's Home Center. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, employing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

John Welp is a financial advisor with LPL Financial in Jasper, Indiana, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at LPL Financial since 2009 and has been with Onb Investment Services, Inc. since 2001. 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 wide range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Jennifer Wilkerson is a financial advisor with Ameriprise in Jasper, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Raymond James Financial Services and Southern Indiana Investments & Insurance. Outside of advising, she manages a family farm and serves as president of Miller Wilkerson & Co LLC, a business entity used to manage her advisory practice expenses. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, offering written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning and emphasizes the use of Ameriprise-managed accounts within its advisory approach.

Evan Daunhauer is a financial advisor at Osaic Wealth, Inc. with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Royal Alliance Associates, Inc. since 2018, following six years at Jhfn Sii. Outside of his advisory role, he serves as Co-Chair of Ferdinand Heimatfest, a charitable organization that raises funds for his town’s endowment, and is a member of the Board of Directors for the Dubois County Community Foundation. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm employs a technology-driven investment process and offers a wide range of advisory services and investment options, supporting thousands of advisors and managing approximately $200 billion in assets.

Andrea Lichlyter is a Certified Financial Planner® affiliated with Edward Jones, with 13 years of industry experience at the firm since 2013. In addition to her advisory role, she is an independent beauty consultant for Mary Kay Cosmetics. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Nicholas Schnarr is a financial advisor with Edward Jones in Jasper, Indiana, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he manages two LLCs involved in rental property and farming. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering both discretionary and non-discretionary strategies along with affiliated investment products and services.

Daniel Kinnamon is a financial advisor at Cetera with Series 63 and Series 65 credentials and four years of industry experience. He has been associated with Cetera Advisors LLC since 2020 and owns Kinnamon Financial LLC, a CPA firm providing accounting and tax services. Kinnamon serves as an elected board member of Guilford Township and holds board positions with the Indiana CPA Society and a local nonprofit entrepreneur incubator. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad institutional platform.

Roger Seng is a financial advisor at Cetera with four years of industry experience and holds the Series 66 designation. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and Avantax Advisory Services. Outside of his advisory role, he serves as Secretary of Seng & Seng CPA's P.C., a certified public accounting firm, and is the chairman of the Utility Service Board for the City of Jasper, Indiana. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and institutional capabilities.

Jeffrey Tooley is a financial advisor with Robert Baird & Co. in Jasper, Indiana, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has longstanding roles at German American Bank and Primevest Financial Services, both since 2000. Outside of his advisory work, Tooley serves as a volunteer on the economic development board for the City of Huntingburg and coaches high school basketball for the Southwest Dubois County School Corporation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services through a combination of in-house and third-party managers, offering traditional and complex investment strategies alongside municipal advisory and public finance services.

Frederick Mattingly II is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at LPL Financial since 2009 and has been associated with German American Bank since 1995. Outside of his advisory role, he serves as a high school baseball coach. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Piper Lange is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Piper worked in various roles across banking, education, and physical therapy sectors. LPL Enterprise provides advisory services through a large network of investment adviser representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs.

Jacob Ahlbrand is a financial advisor with Equitable Advisors in Jasper, Indiana, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked at German American Bank and has held various roles in education, including assistant golf coach at Jasper High School. Outside of advising, he is involved in local business ventures through ownership of DeNovo Indiana Holdings LLC and DAG Jasper Partners, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Tyson Lawson is a financial advisor at Cetera with Series 66 credentials and no prior industry experience. He also serves as an account administrator at Springs Valley Bank & Trust Co, where he meets with clients to review accounts and assist with financial planning. Additionally, he is involved in selling fixed insurance through Springs Valley Insurance Agency and JBC Companies. Cetera Investment Advisers supports a broad range of clients, including individual, high-net-worth, institutional, and retirement-plan investors, through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional platform.

Richard Kurzendoerfer is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds the Series 66 designation and is based in Jasper, IN. Outside of his advisory role, he serves as a Major and Operations Officer in the Indiana Army National Guard. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Michael Olinger is a financial advisor at Merrill with a Series 66 designation and over 11 years of experience in the financial industry. His prior experience includes working at Freedom Bank from 2014 to 2025 before joining Merrill and Bank of America, N.A. in 2025. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and monitoring, tax-efficient strategies, and benefits from integration with Bank of America’s broader banking and capital markets platform.

Jo Ann Stacy is a financial advisor at Edward Jones with seven years of experience in the industry. She holds the Series 66 designation and has previously worked at Mailboxes & Parcel Depot and Center Grove Fine Arts Academy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds.

Michael Blume is a CFP® professional with 21 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Ferdinand, IN. Outside of his advisory role, he is an owner of a rental property business, M & S B Holdings, LLC, in Jasper, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of advisory and investment options, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Chad Deckard is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial and German American Bank since 2010. Outside of his advisory role, Deckard is involved in relationship management for the trust department at German American Financial Advisors & Trust Company, where he does not provide investment advice. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team that develops model portfolios and provides a variety of investment solutions tailored to client needs.

Mitchell Patton is a financial advisor with Edward Jones in Ferdinand, IN, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Rental Car from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jeffrey Bounds is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Bounds served as a City Councilman for Huntingburg, Indiana, beginning in 2015. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and selectively managed accounts primarily to individual and high-net-worth clients via a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation trading to BNY Mellon Advisors.

Kyle Stuckey is a financial advisor with LPL Financial in Jasper, Indiana, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior roles include positions at Fidelity Investments and German American Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Craig Hanneman is a financial advisor at Edward Jones in Jasper, IN, with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he serves as a board member of the Alpha Omicron Educational Foundation and is vice president of the Jasper Lions Club, where he assists with fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive nationwide network of advisors and branch offices, as well as its affiliated services beyond traditional advisory offerings.

Kenneth Sendelweck is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2012. Outside of his advisory role, he serves as a director on the finance and investment committees for Memorial Hospital and Health Care Center and is a committee member of Precious Blood Church’s finance commission. Merrill serves a broad range of clients—including individuals, retirement plans, corporations, and institutional clients—offering managed accounts, third-party manager selection, discretionary portfolio management, and brokerage and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, leveraging its integration with Bank of America affiliates.

Richard Pflanz is a CFP®-certified financial advisor with Edward Jones, based in Huntingburg, IN, and has 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs and affiliated investment products.

Allison Greenwell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Primerica Advisors since 2017 and concurrently works with Bounds & Associates and Primerica Financial Services. Outside of her advisory role, she is the sole owner of Greenwell Enterprises, a non-investment-related business based in Huntingburg, IN. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Natalie Merkley is a financial advisor with LPL Financial in Jasper, Indiana, holding a Series 66 designation and 18 years of industry experience. She has been with LPL Financial and German American Bank since 2014. Outside of her advisory role, she is involved in insurance risk protection sales as part of the financial planning process at German American Financial Advisors & Trust Co. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Phillip Ruhe is a financial advisor with Robert Baird & Co. in Jasper, Indiana, holding a Series 66 credential and 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with JJB Hilliard W.L. Lyons LLC since 2014. Outside of his advisory role, Ruhe serves on the board of directors and as an officer for MOBEL, Inc., a furniture manufacturing company, and is also involved with the MOBEL Foundation, a charitable organization supporting local causes in Dubois County, Indiana. Robert Baird & Co.’s DDK Group advises individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services that include both discretionary and non-discretionary strategies across traditional and non-traditional asset classes.