Lindsey Kay Langhans

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.

Jay Henson is a financial advisor at Tucker Asset Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Parkland Securities and Insurance Services Inc. Outside of financial advising, Henson is a member of the Exchange Club in Spencer, IN, which focuses on community service and child abuse prevention, and he serves as Vice President of the Redevelopment Committee of the Economic Development Corporation for Owen County. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and offers portfolios that include growth and fixed-income strategies, alternative investments, and direct indexing.

Larry Moss is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with Silver Oak Securities, Inc. and has worked at notable firms including Northwest Bank and LPL Financial. Outside of his advisory work, Moss serves on several community and governmental boards, including Clay County Community Corrections, Thrive West Central EDC, and as an elected Clay County Councilman. Silver Oak Securities, Inc. serves a broad client base including individuals, high-net-worth clients, and various business entities through over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary, tailored investment approach that emphasizes ongoing model monitoring and automated investment processes.

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.

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.