William Arlan Gray Jr.

Clinton Burch is the principal of Clinton Burch Financial Planning, an independent firm in Bloomfield, Indiana. He holds a Series 65 credential and has six years of industry experience. In addition to his advisory work, he has been a public school teacher at Eastern Greene High School since 2007. He is also a 50% owner and managing member of ZEPTOFUND, LLC, an investment club that produces educational materials related to personal finance. Clinton Burch Financial Planning offers fee-only financial planning and investment advice primarily to individual households, focusing on comprehensive household plans and specific guidance such as employer-plan rollovers and college savings strategies. The firm follows a long-term, diversified, passive buy-and-hold investment approach centered on low-cost index funds and periodic rebalancing, with services offered on a fixed-fee or hourly basis.

Jay Henson is a financial advisor at Tucker Asset Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Parkland Securities and Insurance Services Inc. Outside of financial advising, Henson is a member of the Exchange Club in Spencer, IN, which focuses on community service and child abuse prevention, and he serves as Vice President of the Redevelopment Committee of the Economic Development Corporation for Owen County. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and offers portfolios that include growth and fixed-income strategies, alternative investments, and direct indexing.

Larry Moss is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with Silver Oak Securities, Incorporated and has held prior roles at Northwest Bank, LPL Financial, and his own firm, Moss Wealth Advisors, LLC, where he serves as President and Managing Partner. Outside of his advisory work, Moss is actively involved in community service as a board member of Clay County Community Corrections, an executive vice-president for Thrive West Central EDC, and a Clay County Councilman. Silver Oak Securities, Incorporated serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs and employs a primarily discretionary investment approach tailored to client objectives and risk tolerances, utilizing both individual securities and strategist models.

Isabel Meek is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and three years of industry experience. She has worked at Raymond James since 2020 and is also associated with Meek Financial Services. Outside her advisory role, she is involved with Meek Financial, where she handles administrative and management duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Richard Jenness is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of experience in the industry. His prior roles include positions at Ameriprise Financial Services and SA Stone Wealth Management. Outside of advisory work, he is involved with Restoration and Exteriors Corp as a salesman. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Randall Brown is a CFP®-certified financial advisor with Edward Jones in Bloomfield, IN, where he has worked since 2000, accumulating 25 years of industry experience. He serves as Chairman of the Board and Elder at First Christian Church and holds a political office as a member of the Greene County Council in Indiana. 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 network of financial advisors and branch offices nationwide.