With 37 years of experience in the financial services industry, Scott has been committed to providing clients with the highest level of professionalism and personal service.  Scott specializes in comprehensive retirement and investment planning and believes that a sound investment plan is critical in helping clients achieve their financial life goals, while acting as a fiduciary to ensure clients are treated fairly and objectively. Once a client’s goals, objective and time horizon are determined, Scott will recommend what he feels is an appropriate investment program and evaluate it on an ongoing basis.

The relationship that Scott develops with his clients is based on trust, integrity and communication. Given Scott’s extensive background and experience, he can address a wide range of personal financial needs for his clients focusing on investing, asset allocation and prudent diversification. Scott and his team of experienced professionals currently managing over $1 billion in client assets in 36 states as of January 2024.

Working with the extensive resources of Well Fargo Advisors Financial Network, Scott helps manages client assets with a range of professionally managed fee-based accounts or traditional brokerage products.  Scott offers clients access to premier money managers, mutual funds, stocks, bonds and various other types of investment products. For those seeking income, Scott can build custom fixed income strategies.

Scott offers a comprehensive approach to wealth management which is an integrated process designed to help clients accumulate, preserve and distribute wealth during their lifetimes and through their legacies using tax intelligent strategies.

Scott has been named to the Wells Fargo Advisors Financial Network Platinum Council each year from 2009 to 2023**. 

In January of 2024, Saxe Pinkston Financial Group was named to the annual Forbes Best-In-State Wealth Management Teams list, which features 4,100 teams across the United States, of which the Saxe Pinkston Financial Group currently ranks number 6 for the State of Indiana.

Scott is a 1984 graduate of the University of Evansville with a B.S. in Marketing and Finance. Scott is very active in the community and has served on various boards throughout the years.

Scott and his wife Shannan have been married 38 years and have two grown children. Tyler, who has worked for the Saxe Pinkston Financial Group since 2012 and Chase who works for Centerpoint Energy in Evansville. Scott also enjoys spending time with his family playing golf and boating.

 
**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
 
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
 

For 30 years Cory Pinkston has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Cory has dedicated his career to educating clients and helping each client create a personalized investment plan that is consistent with their specific goals and objectives and risk tolerance.

Cory began his career with the firm in 1994 as a Sales Associate. He became a Registered Associate in 1995, was promoted to Financial Consultant in 2001, to Financial Advisor in 2003, and to Senior Vice President in 2015. In 2022, Cory was certified as a Private Investment Management (PIM) Portfolio Manager.

Since 2021 Cory has been named by Forbes as a Best-in-State Wealth Advisor and as of April of 2026 he currently ranks #27 in the State of Indiana.* In January of 2026, Saxe Pinkston Financial Group of Wells Fargo Advisors was named to the annual Forbes/ SHOOK Best-In-State Wealth Management Teams list, which features 4,100 teams across the United States, of which the Saxe Pinkston Financial Group currently ranks number 6 for the State of Indiana**.

Clients have entrusted Cory and his team with over $1 billion in assets under management as of January 2026 and as a fiduciary he takes this responsibility to our clients very seriously.

Cory studied Finance and Economics at Indiana University and the University of Southern Indiana. Away from the office, Cory spends his free time with his wife, Christi. Cory and Christi have two adult children, a daughter named Alyssa and a son named Alex. They like to stay very active with hiking, fishing, tennis, and boating. They enjoy traveling and new experiences and adventures.

<sub>2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. **PM-06302027-8686237.1.1

2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.*

2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbest Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC Based on the time Period from 6/30/21 – 6/30/22 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC Based on the time Period from 6/30/20 – 6/30/21 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC Based on the time Period from 6/30/19 – 6/30/20 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.</sub>

Tyler began his career with Wells Fargo Advisors in 2012 and joined the Saxe Pinkston Financial Group of Wells Fargo Advisors in 2015. He offers clients fresh perspective in creating investment plans that are tailored to their individual needs_ Tyler feels that providing sound financial advice along with exceptional service and support are paramount for his clients. Along with individual clients, Tyler also works with retirement plans, retirement planning, 529 College Plans and asset allocation strategies.

Tyler is a native to Evansville, Indiana and 2012 graduate from Indiana University's School of Public and Environmental affairs. He holds his Series 7, 66 and 24 registrations as well as insurance licensing_ In 2023, Tyler was named Branch Manager and Senior Vice President-Investments of the Saxe Pinkston Financial Group_ He also certified as a Private Investment Management (PIM) Portfolio Manager.

In 2025 & 2026, Saxe Pinkston Financial Group was named to the annual Forbes Best-ln-State Wealth Management Teams. Which featured 5,331 teams across the United States in 2025, and 6,149 teams in 2026.  Saxe Pinkston Financial Group currently ranks number 5 for the State of Indiana.

As of June of 2025, Tyler Saxe was named Forbes Best-In-State Wealth Advisors for the state of Indiana. Tyler ranks #83 out of the 97 eligible advisors in the state of Indiana.

Outside interests include Cardinals baseball, Cowboys Football, Indiana Hoosier sports, golf, and boating with family and mends at Lake Barkley. His favorite pastime is spending time with his wife Michelle and their two children, Carter and Summer.

CA License# 4276281 Resident State lN.

Susan began her career in the investment industry in 1992, and joined Saxe Pinkston Financial Group of Wells Fargo Advisors in 2010.

As a Senior Registered Client Associate, Susan handles trading activity, client relations and administration. She works closely with clients to ensure all of their needs are met with a high level of efficiency. She is highly proficient working with estate planning strategies and brings a wealth of knowledge from her years of experience in the industry.

Susan holds an Associate’s degree in Computers and Business, Paralegal Certification and various industry registrations. She has been married to her husband, Steve, since 1991 and lives in Newburgh, Indiana.