Jason Wayne Kimmell

Taylor Davis is a financial advisor with Raymond James Financial in Hartford City, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, Taylor worked in various roles including positions at Avalign Technologies and Avid Labs LLC. Taylor is also an associate employee at White River Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations.

Andrew Houck is a CFP® and Series 66-credentialed financial advisor with Edward Jones in Portland, Indiana, where he has worked for 11 years. He has spent his entire industry career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Kimberly Hart Paxson is a CFP® professional with nine years of experience in the financial industry. She has worked at Edward Jones since 2016 and previously managed Paxson's Taxes from 2009 to 2016. Outside of her advisory role, she is a co-owner of a rental property in Montpelier, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated mutual funds, operating under a fiduciary standard.

Robert Taylor is a financial advisor with Raymond James Financial in Hartford City, Indiana, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Raymond James Financial since 2011 and also owns Taylored Financial LLC, a pass-through entity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing advanced analytical tools, and supports municipal and public finance through a municipal advisor affiliation.

Tiffany Dawson is a Series 66-licensed financial advisor with Raymond James Financial, based in Hartford City, IN. She has nine years of industry experience and has been affiliated with Raymond James Financial Services Advisors since 2017. Dawson also served at Lighthouse Church for four years and works as support staff at Taylored Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Timothy Klingensmith is a financial advisor with Raymond James & Associates in Portland, IN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2008 and serves as an international coordinator for the Aspect Foundation, a role he has held since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.