Casey Madsen

Clinton Burch is the principal of Clinton Burch Financial Planning, an independent firm in Bloomfield, Indiana. He holds a Series 65 credential and has six years of industry experience. In addition to his advisory work, he has been a public school teacher at Eastern Greene High School since 2007. He is also a 50% owner and managing member of ZEPTOFUND, LLC, an investment club that produces educational materials related to personal finance. Clinton Burch Financial Planning offers fee-only financial planning and investment advice primarily to individual households, focusing on comprehensive household plans and specific guidance such as employer-plan rollovers and college savings strategies. The firm follows a long-term, diversified, passive buy-and-hold investment approach centered on low-cost index funds and periodic rebalancing, with services offered on a fixed-fee or hourly basis.

Johnathan Britton is a financial advisor at Axis Financial, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Axis Financial since 2006. In addition to his advisory role, he sells life, health, long-term care, and property & casualty insurance through The Insurance Shop, an activity he balances alongside his financial advisory work. Axis Financial, LLC is an independent, single-advisor registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a consultative, non-discretionary approach, typically recommending exchange-traded funds for smaller accounts and using third-party asset managers for larger accounts.

Isabel Meek is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and three years of industry experience. She has worked at Raymond James since 2020 and is also associated with Meek Financial Services. Outside her advisory role, she is involved with Meek Financial, where she handles administrative and management duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Randall Brown is a CFP®-certified financial advisor with Edward Jones in Bloomfield, IN, where he has worked since 2000, accumulating 25 years of industry experience. He serves as Chairman of the Board and Elder at First Christian Church and holds a political office as a member of the Greene County Council in Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Lucas Bishop is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. His prior roles include positions at Charles Schwab & Co., Inc., Old National Bank, and Best Buy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Charles Foust III is a financial advisor with LPL Financial in Bloomfield, Indiana, holding Series 63 and Series 65 registrations and nine years of industry experience. He has worked at LPL Financial since 2017 and has been affiliated with Northwest Bank since 2012, where he serves as a personal financial associate. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and utilizes both proprietary and third-party strategies.