Clinton Dallas Burch

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.

Richard Jenness is a financial advisor at LPL Financial with 23 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Ameriprise Financial Services, SA Stone Investment Advisor Inc., and Wells Fargo Clearing. Outside of his advisory work, he is involved as a salesman with Restoration and Exteriors Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging technology and a broad network of over 22,800 advisors.

Casey Madsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and eight years of industry experience. Prior to joining LPL Financial in 2022, he worked at CUNA Brokerage Services and Crane Credit Union, where he continues to have an advisory role. His background includes positions in insurance and investment services as well as experience outside financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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.

William Gray Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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.