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      Wealth Management Insights

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      Old National Investments

      Wealth Management Insights January 30, 2025

      LPL Names 2025 Club Level Award 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 - Serving the Henderson and Morganfield, KY regions
      Chris Nelson - Serving the Chaska, MN region
      Nate Monroe - Serving the Evansville, IN region

      Congratulations to the following Wealth Advisors who were named to the Ascent Club: 
       
      David Hatton - Serving the Gurnee, IL region
      Tim Swickard - Serving the Newburgh, IN region
      John Reakes - Serving the McHenry, IL region
      Gidget Rowe - Serving the Ann Arbor, MI region
      Paul Vanecek - Serving the Joliet, IL region
      Craig Hutton - Serving the Evansville and Mt. Vernon, IN regions
      Larry Calhoun - Serving the St. Paul, MN region
      Pat Schulz - Serving the Evansville, IN region
      Bart Emig - Serving the Evansville, IN region
      Dan Devine - Serving the Evansville, IN region
      Bob Davidson - Serving the Terre Haute, IN region
      Angela Sergent - Serving the Madison, WI region 
      Bill Jones - Serving the Greenville, KY region
      Mike Carter - Serving the Evansville, IN region
      Marc Fishman - Serving the Bloomington, IN region

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

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

      Check the background of the financial advisors associated with this site on FINRA's BrokerCheck.

      Old National Wealth Management is the umbrella marketing name/logo for wealth-related services, including Old National Investments, Old National Private Banking and 1834 services. Old National Wealth Management, Old National Private Banking, and 1834 are not affiliated with LPL Financial.

      Old National Investments: Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

      Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. Old National Bank and Old National Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Old National Investments, and may also be employees of Old National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Old National Bank, Old National Private Banking or Old National Investments. Securities and insurance offered through LPL or its affiliates are:

      Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

      The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

      LPL Financial Form CRS