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 CFP® and ChFC® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been affiliated with Raymond James and his own entities, Taylored Financial LLC and Tily, LLC, since 2009 and 2011 respectively. His outside business activities include ownership of Tily, LLC, a rental real estate entity co-owned with his wife. 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options supported by firm research and an extensive affiliate network.

Jason Kimmell is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 designations and 35 years of industry experience. He has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 a range of capital markets, custody, and research resources.

Tiffany Dawson is a financial advisor with Raymond James Financial in Hartford City, IN, holding a Series 66 designation and nine years of industry experience. She is also associated with Taylored Financial as registered support staff and has been involved with Lighthouse Church since 2018. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a focus on tailored financial plans and multiple implementation options, supporting both advisory and institutional clients.

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.

Robert Sisson is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his advisory role, he owns a commercial rental property in Hartford City, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Lloyd Lee is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with eight years at the firm and seven years of industry experience overall. Prior to joining Edward Jones in 2018, his background includes roles at USA Football and the College of the Holy Cross. He serves as President and Board Member of the Hamilton Southeastern Education Foundation, engaging with local schools and the community through events and fund development. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.