2022 LPL Financial Club Level Recognition

At Old National, we’re passionate about serving our clients and go 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. ONI Wealth Advisors are affiliated with LPL Financial (LPL), the nation's largest independent broker/dealer.¹

For 2022, 26 ONI Wealth Advisors qualified for one of LPL’s club levels. Club levels are designed to be an intimate, exclusive group of top performers. With more than 21,000 financial advisors nationwide*, nearly 40% of our team ranks in the top echelon of LPL Financial Advisors across the country.

“As a Wealth Group, we’re committed to delivering a differentiated, best-in-class client experience with financial advice and planning while maintaining the highest ethical standards,” said Chady AlAhmar, CEO of Old National Wealth Management. “This impressive achievement by these outstanding men and women showcases our dedication to clients and helping them work towards financial freedom.”

Wealth Advisors Matt Giles (Henderson, KY) and Christopher Nelson (Chaska, MN) were included in LPL’s Chairman’s Club. This elite award is presented to less than 4% of the firm’s advisors nationwide*. Additionally, Wealth Advisors Nate Monroe (Evansville, IN) and David Hatton (Gurnee, IL) were named to the Patriot’s Club, which is awarded to less than 7% of the firm’s advisors.

The Director’s Club and Freedom Club also honor select advisors based on their business success.

Congratulations to the following Wealth Advisors who were named to the Director’s Club:

• Tim Swickard (Newburgh, IN)
• Gidget Rowe (Ann Arbor, MI)
• Paul Vanecek (Joliet, IL)
• John Reakes (McHenry, IL)
• Pat Schulz (Evansville, IN)
• Bill Jones (Greenville, KY)
• Larry Calhoun (St. Paul, MN)

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

• Mike Carter (Evansville, IN)
• Bob Davidson (Terre Haute, IN)
• Bart Emig (Evansville, IN)
• John Welp (Jasper, IN)
• Mike Jerkatis (Mokena, IL)
• Joe Collins (Madisonville, KY)
• Marc Fishman (Bloomington, IN)
• Dan Devine (Evansville, IN)
• Keith Blythe (Fort Wayne, IN)
• Gary Shelton (Evansville, IN)
• Angela Sergent (Madison, WI)
• Joe Lundry (Moline, IL)
• Craig Hutton (Mt. Vernon, IN)
• Mike Henschel (Stevens Point, WI)
• Jeff May (Tell City, IN)

“This group epitomizes what we stand for as an organization, and I’m thrilled to see their commitment to addressing client expectations recognized in such a meaningful way,” said Jim Ryan, CEO of Old National Bank. “We know that they will continue to go above and beyond to guide our clients on a path toward financial security.”

¹As reported in Financial Planning magazine June 1996-2022, based on total revenues.

*Achievement is based on annual production among LPL Advisors only.

Jim Ryan, with Old National Bank, is not affiliated with LPL Financial.