Taylor William Davis

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.

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.

Kimberly Hart Paxson is a CFP® professional with nine years of experience in the financial industry. She has worked at Edward Jones since 2016 and previously managed Paxson's Taxes from 2009 to 2016. Outside of her advisory role, she is a co-owner of a rental property in Montpelier, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated mutual funds, operating under a fiduciary standard.

Robert Taylor is a financial advisor with Raymond James Financial in Hartford City, Indiana, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Raymond James Financial since 2011 and also owns Taylored Financial LLC, a pass-through entity. 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 investors. The firm offers tailored, non-discretionary planning and consulting, utilizing advanced analytical tools, and supports municipal and public finance through a municipal advisor affiliation.

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.