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 credentials and bringing 28 years of industry experience. He has been with Lincoln Investment since 2010 and also works with Aag Securities, Inc. and Grant County State Bank. Outside of his advisory roles, Logan serves as treasurer and board member for Westview Wesleyan Church. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, using both strategic and tactical investment approaches supported by an Investment Management & Research team.

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.

Hellen Justus is a financial advisor with LPL Financial who holds Series 63 and Series 66 designations and has 24 years of industry experience. She has been with LPL Financial since 2020 and previously worked at E.K. Riley Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Joshua Bowlin is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Renewal by Andersen and Thrivent Financial. He has also been involved with Reclaimed BJJ Academy and held roles in multiple Wesleyan Church organizations. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

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 at Edward Jones in Marion, IN, with 21 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns a real estate holding company that manages his office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates a large network of advisors and branches and offers additional services such as tax-efficient investing and proxy voting under a fiduciary standard.

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.

Scott Reed is a Series 66-licensed financial advisor with Edward Jones in Elwood, Indiana, where he has worked since 2015. He has 13 years of industry experience. Outside of his advisory role, he is involved in managing rental property in Anderson, Indiana. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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.

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.

Justin Hersberger is a financial advisor with Edward Jones in Elwood, Indiana, holding a Series 66 designation and three years of industry experience. His prior roles include positions in wellness systems and sports medicine, as well as operating a multi-level marketing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a nationwide network of thousands of advisors and branch offices.

Mark Leming is a financial advisor with Edward Jones in Marion, IN, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at FCA and has held various roles in construction, supply, and signage businesses. He also serves as a councilman for Grant County Government, participating in monthly meetings on budgeting and employee matters. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions, and manages over $1 trillion in assets through a large nationwide network.

Ella Browder is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at Tomahawk, Chic Mercantile, Obi's Barbeque, Ashley's Ice Cream Cafe, and Marion Community Schools. 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 charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christina Payne is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has served 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 is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with support from LPL Research, third-party subadvisors, and various portfolio management tools.

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.

Garrett Segraves is a financial advisor with Edward Jones in Alexandria, Indiana, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various net-worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies under a fiduciary standard.

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 at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and research resources.

Lloyd Lee is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® certification and the Series 66 license. Prior to joining Edward Jones in 2018, his work history includes positions at the College of the Holy Cross and USA Football. He serves as president and board member of the Hamilton Southeastern Education Foundation in Fishers, IN. 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 programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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 credentials and bringing 31 years of industry experience. His work history includes roles at First Farmers and AXA Advisors, among others. He is currently associated with First Farmers Investment Group in an advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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.