Old National Bancorp

01/28/2025 | Press release | Distributed by Public on 01/28/2025 18:21

LPL Financial Names 2025 Club Level Winners

Wealth Management Insights January 28, 2025

LPL Financial Names 2025 Club Level Winners

We're passionate about serving our clients and going above and beyond to fulfill their needs. In fact, our commitment to consistently deliver our best is one of our core values. To us, our core values - integrity, inclusion, excellence, collaboration, optimism and agility - aren't a box to check; they're put into action and lived every day by our team members.

We're proud to recognize a group of Old National Investment (ONI) Wealth Advisors who exemplify our core values in their client relationships, investing the time to learn about their clients and their financial goals and equipping them with a personalized financial plan for today and for the future. The professionals at Old National Investments are affiliated with LPL Financial, a leading independent broker/dealer and registered investment advisor.

Through LPL, financial advisors are empowered to focus on their unique skills in building client relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support and tools to help increase operational efficiency and power business growth.

This year, ONI had 18 wealth advisors qualify for one of LPL's club levels. Club levels are designed to be an intimate, exclusive group of top performers.

Congratulations to the following Wealth Advisors who were named to the Summit Club:

  • Matt Giles (Henderson, KY)
  • Chris Nelson (Chaska, MN)
  • Nate Monroe (Evansville, IN)

Congratulations to the following Wealth Advisors who were named to the Ascent Club:

  • David Hatton (Gurnee, IL)
  • Tim Swickard (Newburgh, IN)
  • John Reakes (McHenry, IL)
  • Gidget Rowe (Ann Arbor, MI)
  • Paul Vanecek (Joliet, IL)
  • Craig Hutton (Mt. Vernon, IN)
  • Larry Calhoun (St. Paul, MN)
  • Pat Schulz (Evansville, IN)
  • Bart Emig (Evansville, IN)
  • Dan Devine (Evansville, IN)
  • Bob Davidson (Terre Haute, IN)
  • Angela Sergent (Madison, WI)
  • Bill Jones (Greenville, KY)
  • Mike Carter (Evansville, IN)
  • Marc Fishman (Bloomington, IN)

We are proud to recognize this group of professionals for their accomplishments. Congratulations!