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.

Mylon Logan is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Lincoln Investment since 2010 and has concurrently served at Aag Securities, Inc. and Grant County State Bank since 1998. Outside of his advisory roles, he serves as the treasurer and board member of Westview Wesleyan Church. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a variety of financial planning and portfolio management services through a combination of advisor consultation and programmatic management.

Scott Olds is a financial advisor with SPC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Sigma Planning Corporation since 2017 and previously at HD Vest Advisory Services and American Family Life Assurance Company. Outside of his advisory role, Olds is the owner and sole proprietor of GBS Tax Service, LLC, a tax preparation and accounting business. SPC serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an emphasis on discretionary management and various client-directed investment options.

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.

Ryan Jones is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2007. He is based in Marion, IN, and holds the Series 66 designation. Outside of his advisory role, Jones serves as Board President and Fundraising Chair at Kinwell Academy. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients. The firm provides a range of advisory programs and investment solutions to individual and institutional clients, operating under a fiduciary standard.

Kristopher Holtzleiter is a financial advisor at Edward Jones with a Series 66 designation. He has been with Edward Jones since 2025 and previously worked in college recruiting and law enforcement. Outside of his advisory role, he serves as Director of Baseball Operations for USA Prime Indiana and is the Head Baseball Coach at Eastbrook Baseball. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

James Womack III is a financial advisor at Ameriprise in Marion, Indiana, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. He is the owner of Veritas Holdings LLC, through which he manages his Ameriprise advisory business. Ameriprise offers retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Reynolds is a financial advisor with Edward Jones in Marion, IN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at PRUCO Securities, LLC and The Prudential Insurance Company of America from 2014 to 2019 before joining Edward Jones in 2019. Reynolds serves as a trustee on the committee that maintains the property of the Indiana Yearly Meeting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Luke Mitchell is a financial advisor with Edward Jones in Marion, IN, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is the owner of a real estate holding company that manages his office building. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor network and affiliated financial services.

Charles Bock is a ChFC® and Series 66-registered financial advisor with Edward Jones in Marion, IN, having two years of industry experience. His prior roles include positions at The American Bank of Missouri and Primerica Financial Services, as well as involvement with Wabash College organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Sabrina Wilds is a financial advisor at Edward Jones with 15 years of experience at the firm and holds a Series 66 designation. She is based in Marion, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeremy Rufener is a financial advisor with LPL Financial in Warren, Indiana, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, Rufener serves as a town council member and nonprofit board member in Warren, Indiana. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team, delivering solutions through a large network of investment adviser representatives.

Robert Browder II is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds a Series 66 license and participates as a board member for the Indiana Department of Commerce’s community revitalization and enhancement tax credit program. Outside of finance, Browder has been involved in stage management for dance and communications productions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Mark Leming is a financial advisor with Edward Jones in Marion, IN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at FCA and held roles in construction and supply companies. He also serves as a councilman for Grant County Government, participating in monthly meetings focused on budgeting and employee matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Christina Payne is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at LPL Financial since 2011 and has been associated with Northwest Bank since 2004. Payne is also a commissioned Notary Public in Indiana. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional financial product services.

Heath Crouch is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Jarrad Odle is a financial advisor with Edward Jones in Marion, IN, holding Series 63 and Series 66 credentials and with 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, Odle is involved in coaching youth basketball teams at Easter Howard School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Ryne Otis is a financial advisor with Edward Jones in Marion, IN, holding a ChFC® designation and Series 63 and 66 licenses. He has 11 years of industry experience, including roles at Northwestern Mutual Wealth Management and its affiliates before joining Edward Jones in 2017. Outside of his advisory work, he serves as a high school baseball coach at Eastbrook High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors nationwide.

Cory Powell is a financial advisor with Raymond James & Associates in Marion, Indiana, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal services.

Robert Marsh is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fidelity and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive expertise in fund advisory, model portfolios, and regulatory compliance within the investment industry.

Jeffrey Combs is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with First Farmers Investment Group and First Farmers Bank & Trust since 2018. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial planning and primarily provides non-discretionary advisory services supported by extensive research and an affiliate network.

Adam Siegelin is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2021. He has four years of industry experience and previously held positions at Taylor University and Miracle Camp and Retreat Center. Outside of finance, he was involved with Siegelin Mowing, a small entrepreneurial venture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.