Robert Jerome Taylor

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.

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.

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.

Heath Slain is a financial professional with nine years of industry experience currently affiliated with Osaic Wealth, Inc. He holds the Series 66 designation and has worked at firms including Berthel, Fisher & Company Financial Services, Cuso Financial Services, and Cetera Advisor Networks. Outside of his advisory role, he is involved in local business activities as a co-owner of Upland Liquor LLC, manager of Ivanhoe’s restaurant, and serves as a councilman for the Town of Upland, Indiana. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolios constructed using firm-provided asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis, among other resources.

Jason Kimmell is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, capital markets services, and affiliated banking programs.