Ryan Kelley

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.

Hello there! I’m Andrew, Founder and Owner of Lever Wealth Management. I am a Chartered Financial Analyst Charterholder and Certified Financial Planner Professional who spent the last decade performing complex wealth and retirement planning for Ultra High Net Worth Families, and personally managed their investments. Prior to that, I was a bank examiner for the Office of the Comptroller of the Currency, regulating Nationally Chartered Banks. Dream job, right? Well, over the years I have become let down with the incentive structures of the vast majority of financial services firms. It is hard to truly work deeply with your clients and focus on adding value to their life when incentives are focused on product sales and asset growth. I don’t know about you, but I tend to see most financial advisors trying to continually gather more and more assets (to the detriment of their current clients), advising only on what they personally manage rather than all assets (to the detriment of their current clients), and making big fancy promises to those new clients (to the detriment of their current clients). These create significant conflicts of interest and started to dishearten me. So, I decided to make a change and be a solution for those who are looking to live their life freely and make an impact on others. I have been married to my amazing wife Kerra for ten years, and we have two children Eli (4) and Amelia (1). We particularly enjoy traveling as a family to France and Hawaii, and are dedicated to our local church Encounter. Finally, I fell in love with Brazilian Jiu Jitsu many years ago, and am a purple belt that competes from time to time. Hope to talk soon.

Terry Wheeler is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he plays a key role in providing personalized wealth management strategies tailored to clients' individual goals. With over 25 years of experience in financial services, Terry brings a depth of expertise in areas including family wealth management, legacy planning, retirement income strategy, portfolio management, and tax minimization. He serves as a relationship manager and works closely with a multigenerational team to address complex client needs related to wealth preservation and transfer. Prior to joining Merrill in 2014, Terry founded Wheeler Financial Services, LLC, and held positions at NatCity Investments, Independence Financial Services, and Fifth Third Securities. He collaborates with colleagues to deliver comprehensive financial advice combining Merrill's investment insights and Bank of America’s banking and lending solutions. Terry holds a Bachelor's Degree from the University of Southern Indiana and has earned a Personal Investment Advisor (PIA) designation. In addition to his professional work, Terry is involved in his community through volunteering and is a member of the Evansville Christian Life Center. Outside of work, he enjoys biking, boating, bowling, cooking, fishing, golfing, hunting, and spending time with his family. His approach to financial advising is shaped by personal experiences that continue to influence his commitment to helping clients achieve their long-term financial objectives.