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® with 27 years of experience in the financial services industry. He is currently with Silver Oak Securities, Incorporated and has previously worked at Northwest Bank, LPL Financial, and founded Moss Wealth Advisors, LLC. Outside of his advisory work, he serves as a board member for Clay County Community Corrections, focusing on programs to reduce recidivism, and holds executive roles in local community and economic development organizations, including Thrive West Central EDC and the Clay County Council. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm delivers investment advice primarily on a discretionary basis, offering individualized portfolio management, unified managed accounts, and financial planning through a network of more than 100 financial professionals.

Isabel Meek is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has worked in various roles including at Meek Financial Services and educational institutions such as Indiana University and Linton-Stockton School Corporation. 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 provides non-discretionary financial planning and investment consulting, emphasizing tailored strategies supported by firm research and multiple implementation options.

Richard Jenness is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Ameriprise, SA Stone Investment Advisor Inc., Sterne Agee Investment Advisor Services, and SA Stone Wealth Management. Outside of his advisory role, he is involved as a salesman and investor relations representative for Restoration and Exteriors Corp. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

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.

William Gray Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a focus that includes public finance and municipal work.

Lucas Bishop is a financial advisor with Edward Jones in Linton, IN, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Charles Schwab, Old National Bank, Best Buy, and Pizza Hut. 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 range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Olivia Wyndham is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Sullivan County Community Hospital for two years. Outside of her advisory role, she is involved in a real estate venture through Kendall-Wyndham Properties, LLC, which she established to develop a new office location. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering various investment advisory programs with discretionary and non-discretionary strategies alongside affiliated mutual funds and trust services.

Charles Foust III is a financial advisor with LPL Financial in Muncie, Indiana. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining LPL Financial in 2017, he worked at Northwest Bank (formerly MutualBank), where he continues to serve in a financial associate role. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Randall Brown Jr. is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2014, with a four-year period at CBRE, and serves as a Traditional Reservist in the United States Air Force Reserve. Additionally, he is an Investment Committee Member for Rotary International in Bloomfield, IN, where he provides advisory input on the club’s investment activities for charitable funds. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lindsey Langhans is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Securities LLC and Centric Investment Group INC. Her current role at UBS has spanned seven years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to customize investment plans. The firm integrates institutional trading capabilities with wealth management services, providing comprehensive solutions including portfolio management, financial planning, and capital markets activities.

Timothy Meek is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 23 years before joining Raymond James in 2021. Outside of his advisory role, he is president and owner of Meek Financial and M5 Holdings, a real estate holding company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations.

Marcus Robinson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and operates out of Spencer, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, 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, separately managed accounts, and affiliated mutual funds.