Timothy Allan Klingensmith

Keith Blythe is a financial advisor with Carson Wealth, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Cetera Wealth Services, Old National Bank, LPL Financial, and SSN Advisory. Blythe is involved in multiple financial services activities, including advisory and brokerage services through his own DBA, Bixler Financial. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion across a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct model portfolios and providing tailored solutions such as custom indexing and access to alternative investments.

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.

Gavin Muhlenkamp is a financial advisor at Osaic Wealth, Inc. based in Portland, IN, holding a Series 66 designation with approximately one year of industry experience. His prior work includes roles at Compass Wealth Solutions, The Peoples Bank Co., and Summit Retirement Advisors. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses various asset-allocation tools and platform services to construct and manage diversified portfolios across different account types.

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.

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.