Margo Ruth Porter Panfili

Scott Olds is a financial advisor with GBS Investments in Marion, IN, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Sigma Planning Corporation, Parkland Securities LLC, Hd Vest Advisory Services, and American Family Life Assurance Company. Outside of advisory work, Olds is the owner and sole proprietor of GBS Tax Service, LLC, a tax preparation and accounting business, and serves as co-trustee of the Manwell Family Trust. GBS Investments is a state-registered investment adviser providing discretionary portfolio management to individuals, high-net-worth clients, families, businesses, trusts, and estates. The firm employs a multi-method investment process and constructs customized portfolios designed to align with clients’ goals, risk tolerance, and tax circumstances.

Mylon Logan is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Lincoln Investment since 2010 and has also been associated with Aag Securities, Inc. and Grant County State Bank since 1998. Outside of his advisory roles, Logan serves as church treasurer and board member at Westview Wesleyan Church. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team.

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.

Mark Siegelin is a financial advisor with Edward Jones in Gas City, Indiana, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked at Edward Jones since 1993. Outside of his advisory role, Siegelin serves as a part-time hall director at Taylor University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Ryan Jones is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2007. He is based in Marion, IN, and holds the Series 66 designation. Outside of his advisory role, Jones serves as Board President and Fundraising Chair at Kinwell Academy. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients. The firm provides a range of advisory programs and investment solutions to individual and institutional clients, operating under a fiduciary standard.

Kimberly Hart Paxson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Montpelier, IN. Outside of her advisory role, she is a co-owner of a rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.