Mylon M Logan

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.

Margo Porter Panfili is a financial advisor with Investor Fan, holding a Series 66 designation and 18 years of industry experience. She has been with Investor Fan since 2012. Outside of her advisory role, she provides tax accounting and preparation services through Panfili Financial Services. Investor Fan serves individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates by offering investment management, financial consulting, and retirement plan advisory. The firm uses Modern Portfolio Theory combined with various analytical methods to tailor portfolios to client goals and coordinates with other professionals such as CPAs and estate attorneys.

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.

James Wolfe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at American Portfolios for 16 years and has operated Wolfe Tax & Financial Services since 1999, where he provides tax preparation and accounting services. Wolfe is also a commissioned notary and has been involved in tax and business services through Keiffer & Wolfe Business Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services infrastructure.

Kristopher Holtzleiter is a financial advisor at Edward Jones with a Series 66 designation. He has been with Edward Jones since 2025 and previously worked in college recruiting and law enforcement. Outside of his advisory role, he serves as Director of Baseball Operations for USA Prime Indiana and is the Head Baseball Coach at Eastbrook Baseball. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.