Matthew Monroe is a financial advisor at 55 Wealth with nine years of industry experience. He holds a Series 66 designation and previously worked at Robert Baird & Co. for seven years and JJB Hilliard WL Lyons LLC for two years. Monroe is also a licensed insurance agent, dedicating up to 30% of his time to insurance sales. 55 Wealth is a state-registered investment adviser providing discretionary and non-discretionary managed accounts and financial planning services to individuals, high net worth individuals, and accredited investors. The firm employs a tailored investment approach that considers client objectives, time horizon, and risk tolerance, utilizing techniques such as asset allocation, dollar-cost averaging, and technical analysis.

Matthew Pierson is a financial advisor with Fifth Third Securities, Inc. in Vincennes, Indiana. He holds Series 63 and Series 65 designations and has 14 years of industry experience. Pierson has been with Fifth Third Securities since 2015 and has worked at Fifth Third Bank since 2006. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its roles as a broker-dealer, SEC-registered investment adviser, and municipal advisor while leveraging its affiliation with Fifth Third Bank and platforms such as National Financial Services and Fidelity Institutional Wealth Adviser.

Jeremy Schipp is a financial advisor with Fifth Third Securities, Inc. in Princeton, Indiana. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked at Fifth Third Securities since 2003 and at Fifth Third Bank since 2001. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with distinctive features such as direct indexing and an optional tax-overlay service.

Tracie Elsner is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and 18 years of industry experience. She has been with Fifth Third Securities since 2007. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

Jason Rainey is a CFP® and holds the Series 66 designation, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Old National Bank for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Christopher Barthel is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thurston Springer Miller Herd & Titak, Inc. Barthel also operates The Barthel Agency, which provides medical, property, and casualty insurance as well as employee benefit plans. He serves on the board of the Gibson County Chamber of Commerce. LPL Enterprise offers advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach includes model portfolios developed by LPL’s Research Department and third-party strategists, with discretionary management available through wrap programs and third-party asset management platforms.

Matthew Grabbe is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at Hilliard Lyons for nine years and has been associated with Raymond James since 2016. Outside of his advisory role, he has been a paid tennis coach at Gibson Southern High School and owns Four G, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk profiling and supported by firm research and an extensive affiliate network.

Brian Lowe is a CFP® professional and Series 66 license holder with nine years of experience in the financial industry. He has worked at Edward Jones since 2016 and previously at Ferguson Enterprises INC from 2005 to 2016. He is based in Evansville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Oldham is a financial advisor with Robert W. Baird & Co. and holds a Series 63 designation. He has 32 years of industry experience and has worked at Robert W. Baird & Co. since 2019 and J.J.B. Hilliard, W.L. Lyons, Inc. since 1993. Outside of his advisory work, he manages a family farming business and is involved in agricultural operations and marketing. He is part of the DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and institutions with tailored financial planning and portfolio management services, offering a range of traditional and non-traditional investment strategies.

Tyler Brengman is a financial advisor at Edward Jones in Princeton, Indiana, holding the Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

John Smith is a financial advisor with Robert Baird & Co. in Evansville, IN, holding Series 63, 65, and 66 licenses and 29 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent 16 years at Edward Jones and overlaps tenure at Jjb Hilliard Wl Lyons LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jonathon Minton is a financial advisor with Edward Jones in Ft Branch, Indiana, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is a joint owner, with his wife, of a cattle farm and hunting business in Lynnville, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,000 financial advisors.

William Ainsworth Jr. is a financial advisor with Raymond James Financial in Evansville, IN, holding a Series 66 designation and three years of industry experience. He is associated with Four G, LLC, operating under the Grabbe Wealth and Retirement Group. Prior to his financial advisory career, he worked for the Hendersonville Fire Department for five years. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed client risk profiles and proprietary research to develop tailored recommendations.

Braden Taylor is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at SS&C Technologies and Apex Group, as well as experience in architecture and design. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and $1.01 trillion in assets under management.

Christopher Claybrooks is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at WIN Energy REMC and Vectren Energy Delivery. Outside of his advisory role, he manages a residential rental business through DPC Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

Donald Patton Jr. is a financial advisor at Edward Jones in Evansville, IN, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is the owner of a rental property in Indianapolis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Dillan Black is a financial advisor at Edward Jones in Boonville, IN, holding the ChFC® and Series 66 designations with 10 years of industry experience. He has worked at Edward Jones since 2017 and previously at Raymond James Financial Services Advisors Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management and a network of more than 23,000 advisors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options while operating under a fiduciary standard.

Christian Burch is a CFP®, ChFC®, and Series 66-licensed financial advisor with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Old National Bancorp and Crossroads Christian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is known for its large network of financial advisors and branch offices, as well as its affiliated financial services beyond advisory offerings.

Timothy Phillips is a financial advisor with Raymond James Financial in Chandler, Indiana, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2016 and owns Jade Investments & Retirement Solutions, where he serves as president. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by firm research and a broad affiliate network.

Jeremy Overton is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Overton is involved in several business ventures including retail ownership, consulting through The Overton Network, LLC, and serves on the Board of Directors for Haubstadt Sommerfest, Inc. He is also a council member for Gibson County, Indiana, and has authored a book reviewed by Ameriprise Branding. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered by a centralized consulting team in partnership with its financial advisors.

Jill Fougnies is a financial advisor at Edward Jones with 13 years of experience in the industry. She holds the Series 66 designation and has been with Edward Jones Investments since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors, offering a range of advisory services including discretionary and non-discretionary strategies, tax-efficient services, and alternative investment options.

Jacinda Hughen is a CFP® and holds a Series 66 license, with nine years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously at Hilliard Lyons from 2016 to 2019. Outside of her advisory role, she is president of The Glittered Pig, a business focused on bookkeeping and apparel creation, and serves on the board and investment/finance committee of the Gibson County Chamber of Commerce. She is part of the DDK Group at Robert W. Baird & Co., which provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and institutional clients. The group offers a range of investment strategies including traditional and non-traditional allocations, with discretionary and non-discretionary management options.

Clark Stanfill is a financial advisor with Edward Jones in Evansville, IN, holding a Series 66 designation and having eight years of industry experience. He previously worked at OneMain Financial from 2015 to 2017 before joining Edward Jones in 2017. Outside of his advisory role, he engages in videography and editing for local bands and car enthusiasts in Newburgh, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a broad network of financial advisors and branch offices nationwide.

Erin Smith is a financial advisor at Robert W. Baird & Co. with credentials including the Series 63 and Series 65 licenses. She has worked in the financial industry since 2016, including positions at Hilliard Lyons and Fifth Third Bank. Outside of her advisory role, she serves as a record keeper and director for Owensville Community Planners Inc. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, and institutions. The group offers customized portfolio and consulting services, employing both traditional and non-traditional investment strategies and a variety of management approaches.

Catherine White is a financial advisor at Robert Baird & Co. with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. beginning in 1996. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, 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.

Heath Schneider is a financial advisor with Ameriprise in Evansville, IN, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.