Mylon Logan

Margo Porter Panfili is a financial advisor with Investor FAN in Upland, Indiana, holding a Series 66 designation and 17 years of industry experience. She has been with Investor FAN since 2012. In addition to her advisory role, she operates Panfili Financial Services, which provides tax accounting and preparation services. Investor FAN offers investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm employs a comprehensive investment approach incorporating Modern Portfolio Theory and various analytical methods, managing over $427 million in discretionary assets as of the end of 2024.

Heath Slain is a financial advisor at BFC PLANNING, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Via Credit Union, Cuso Financial Services, LP, and Cetera Advisor Networks LLC. Outside of his advisory role, Slain is a co-owner of a beverage business, manages a local restaurant, and serves as a councilman for the Town of Upland, Indiana. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and pension plans through approximately 200 investment adviser representatives. The firm offers comprehensive financial planning and portfolio management services, utilizing various platforms and strategies while excluding futures, hedge funds, and digital assets.

Scott Olds is a financial advisor with SPC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Sigma Planning Corporation since 2017 and previously at HD Vest Advisory Services and American Family Life Assurance Company. Outside of his advisory role, Olds is the owner and sole proprietor of GBS Tax Service, LLC, a tax preparation and accounting business. SPC serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an emphasis on discretionary management and various client-directed investment options.

Mark Siegelin is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves as a part-time hall director at Taylor University. 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 nationwide network of advisors and branch offices.

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.

James Wolfe is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at American Portfolios for 16 years. Wolfe also operates Wolfe Tax & Financial Services, a tax preparation and accounting business he has run since 1999. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.