Keith Blythe is a financial advisor with Carson Wealth, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Cetera Wealth Services, Old National Bank, LPL Financial, and SSN Advisory. Blythe is involved in multiple financial services activities, including advisory and brokerage services through his own DBA, Bixler Financial. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion across a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct model portfolios and providing tailored solutions such as custom indexing and access to alternative investments.

Andrew Houck is a CFP® and Series 66-credentialed financial advisor with Edward Jones in Portland, Indiana, where he has worked for 11 years. He has spent his entire industry career with Edward Jones. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Gavin Muhlenkamp is a financial advisor at Osaic Wealth, Inc. based in Portland, IN, holding a Series 66 designation with approximately one year of industry experience. His prior work includes roles at Compass Wealth Solutions, The Peoples Bank Co., and Summit Retirement Advisors. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses various asset-allocation tools and platform services to construct and manage diversified portfolios across different account types.

Roger Flueckiger Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 32 years of industry experience. Prior to joining Raymond James in 2020, he worked at Thurston Springer. He serves on the finance and investment committee of the Boys and Girls Club of Adams County. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support diverse client goals and maintains a notable affiliation with a municipal advisor to support public finance work.

Jason Kimmell is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients with 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 proprietary research, capital markets services, and affiliated banking programs.

Timothy Klingensmith is a financial advisor with Raymond James & Associates in Portland, Indiana, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with Raymond James since 2008 and previously held roles at Citigroup Global Markets. Klingensmith also serves as an international coordinator for the Aspect Foundation, a role he has maintained since 2010. Raymond James & Associates is a large, nationally recognized broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering a range of financial planning and consulting services supported by extensive research and portfolio management resources.

Marlene Gagel is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Avantax Advisory Services and 1st Global Advisors. In addition to her advisory role, she is a member of Muhlenkamp & Gagel Wealth Advisors LLC, which provides financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Tamra Kaufman is a financial advisor with Osaic Wealth, Inc. in Portland, Indiana, holding a Series 66 designation and seven years of industry experience. Her prior work includes positions at Woodbury Financial Services, Raymond James & Associates, and First Merchants Bank. She serves as a notary public and is also licensed to sell life, long-term care, and annuity products. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to client needs.

Karley Theurer is a financial advisor at Edward Jones in Portland, IN, holding a Series 66 designation. She joined Edward Jones in 2022 and has a background that includes sales experience with NuSkin and various community and recreational roles. Outside of advising, she has had involvement with a multi-level marketing company and has a connection to a construction business through property use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains one of the largest retail advisor and branch networks in the industry.

Scott Benter is a Series 66 licensed financial advisor with Edward Jones in Portland, Indiana, with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the Pennville Advisory Board and the finance committee of the Morning Optimist in Portland, where he participates in decisions related to community and youth funding. 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Cooper Jacks is a financial advisor with LPL Financial in Portland, Indiana, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked in education at Wabash College and Jay County High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Troy Jacks is a financial advisor with LPL Financial in Portland, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory work, he serves as an assistant wrestling coach for the girls' team at Jay County High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Matt Muhlenkamp is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His work history includes positions at Avantax Investment Services and 1st Global Advisors, alongside managing his own firm, Muhlenkamp & Associates LLC, since 1995. Outside of advising, he is involved in agricultural activities as a self-employed farmer overseeing crop production and hog raising. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers and assets exceeding $256 billion under management.

Annette Alexander is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services and Raymond James & Associates. Alexander serves as a board member for the Golfbrook Estates Community Association and the Portland Rotary Club. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes, offering both discretionary and non-discretionary account management.

Abigail Benter is a financial advisor at Edward Jones in Portland, IN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles outside finance, such as positions at Longhorn Steakhouse and Patriot Sportswear. She is currently affiliated with Edward Jones, a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Lorie Garwood is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Farmer's & Merchants State Bank. Garwood also serves as Vice President of FM Investments, a support company, dedicating significant time to this role. 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 tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.