Scott Olds is a financial advisor with GBS Investments in Marion, IN, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Sigma Planning Corporation, Parkland Securities LLC, Hd Vest Advisory Services, and American Family Life Assurance Company. Outside of advisory work, Olds is the owner and sole proprietor of GBS Tax Service, LLC, a tax preparation and accounting business, and serves as co-trustee of the Manwell Family Trust. GBS Investments is a state-registered investment adviser providing discretionary portfolio management to individuals, high-net-worth clients, families, businesses, trusts, and estates. The firm employs a multi-method investment process and constructs customized portfolios designed to align with clients’ goals, risk tolerance, and tax circumstances.

Margo Porter Panfili is a financial advisor with Investor Fan, holding a Series 66 designation and 18 years of industry experience. She has been with Investor Fan since 2012. Outside of her advisory role, she provides tax accounting and preparation services through Panfili Financial Services. Investor Fan serves individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates by offering investment management, financial consulting, and retirement plan advisory. The firm uses Modern Portfolio Theory combined with various analytical methods to tailor portfolios to client goals and coordinates with other professionals such as CPAs and estate attorneys.

Mylon Logan is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Lincoln Investment since 2010 and has also been associated with Aag Securities, Inc. and Grant County State Bank since 1998. Outside of his advisory roles, Logan serves as church treasurer and board member at Westview Wesleyan Church. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team.

Taylor Davis is a financial advisor with Raymond James Financial in Hartford City, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, Taylor worked in various roles including positions at Avalign Technologies and Avid Labs LLC. Taylor is also an associate employee at White River Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations.

Mark Siegelin is a financial advisor with Edward Jones in Gas City, Indiana, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked at Edward Jones since 1993. Outside of his advisory role, Siegelin serves as a part-time hall director at Taylor University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

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.

Kimberly Hart Paxson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Montpelier, IN. Outside of her advisory role, she is a co-owner of a rental property. 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 strategies supported by a large network of advisors and branch offices nationwide.

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.

Robert Taylor is a financial advisor with Raymond James Financial in Hartford City, Indiana, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Raymond James Financial since 2011 and also owns Taylored Financial LLC, a pass-through entity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing advanced analytical tools, and supports municipal and public finance through a municipal advisor affiliation.

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.

Heath Slain is a financial professional with nine years of industry experience currently affiliated with Osaic Wealth, Inc. He holds the Series 66 designation and has worked at firms including Berthel, Fisher & Company Financial Services, Cuso Financial Services, and Cetera Advisor Networks. Outside of his advisory role, he is involved in local business activities as a co-owner of Upland Liquor LLC, manager of Ivanhoe’s restaurant, and serves as a councilman for the Town of Upland, Indiana. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolios constructed using firm-provided asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis, among other resources.

Joshua Bowlin is a financial advisor at Edward Jones in Marion, IN, holding Series 63 and Series 66 registrations with two years of industry experience. Prior to joining Edward Jones in 2026, he worked at Renewal by Andersen and Thrivent Financial, and has been involved with Reclaimed BJJ Academy and local Wesleyan churches. Joshua also has a background in education through his association with Indiana Wesleyan University. 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, operating under a fiduciary standard and supported by one of the largest networks of financial advisors and branch offices in the industry.

Tiffany Dawson is a Series 66-licensed financial advisor with Raymond James Financial, based in Hartford City, IN. She has nine years of industry experience and has been affiliated with Raymond James Financial Services Advisors since 2017. Dawson also served at Lighthouse Church for four years and works as support staff at Taylored Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

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.

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.

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 in Marion, Indiana, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at LPL Financial since 2011 and concurrently at Northwest Bank since 2004. In addition to her advisory role, she serves as a Notary Public in Indiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms supported by proprietary research and technology tools.

Heath Crouch is a financial advisor with Edward Jones in Gas City, Indiana, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services through a large network of advisors and branch offices nationwide.

Jarrad Odle is a financial advisor at Edward Jones in Marion, IN, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Odle serves as a head coach for multiple girls' basketball teams at Easter Howard School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Ryne Otis is a financial advisor with Edward Jones in Marion, Indiana, holding a ChFC® designation and Series 63 and Series 66 licenses. He has 12 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and affiliated entities. 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 across a range of wealth levels. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Sisson is a financial advisor at Edward Jones with 30 years of industry experience, all with the same firm since 1996. He holds Series 63 and Series 66 designations. 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 over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices 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.

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.