Timothy Allan Klingensmith

Andrew Houck is a CFP® and Series 66-credentialed financial advisor with Edward Jones in Portland, Indiana, where he has worked for 11 years. He has spent his entire industry career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Roger Flueckiger Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 32 years of industry experience. Prior to joining Raymond James in 2020, he worked at Thurston Springer. He serves on the finance and investment committee of the Boys and Girls Club of Adams County. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support diverse client goals and maintains a notable affiliation with a municipal advisor to support public finance work.

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.

Tina Marbach is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and several years of experience in banking and financial services. Her background includes roles at FM Investment Services, F&M Bank, Wells Fargo, and other financial institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and employs analytical tools to align strategies with client goals while supporting a wide advisor network and specialized municipal advisory services.

Marlene Gagel is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Avantax Advisory Services and 1st Global Advisors. In addition to her advisory role, she is a member of Muhlenkamp & Gagel Wealth Advisors LLC, which provides financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Tamra Kaufman is a financial advisor with Osaic Wealth, Inc. in Portland, Indiana, holding a Series 66 designation and seven years of industry experience. Her prior work includes positions at Woodbury Financial Services, Raymond James & Associates, and First Merchants Bank. She serves as a notary public and is also licensed to sell life, long-term care, and annuity products. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to client needs.