Isabel Grace Meek

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.

Tyler Mattox is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 66 licenses, with 12 years of industry experience. He has worked at Commonwealth Financial Network and Innovative Financial Solutions since 2018, and previously at Mass Mutual Investors Services and MetLife Securities Inc. Outside of his advisory role, he is a musician and operates a fixed insurance agency under the name Innovative Financial Solutions. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Tina Forbes is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 2000. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Gretchen Burkhart is a financial advisor at Raymond James & Associates with five years of industry experience and a Series 66 credential. She previously worked at Edward Jones and has a background that includes a period in full-time education. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning and advisory services with a variety of portfolio management styles and affiliated research support.

Gabriele Hoops is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, she worked at Burkhart Insurance Agency and Edward Jones, among other roles in insurance and community foundation settings. She occasionally assists with financial and tax-related tasks for Hoops Land Solutions LLC, a business owned by her spouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, drawing on diverse portfolio management styles and affiliated research.

Bryan Burkhart is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 31 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of portfolio management styles supported by in-house research and affiliated sub-advisers.