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.

Tyler Mattox is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 66 licenses, with 12 years of industry experience. He has worked at Commonwealth Financial Network and Innovative Financial Solutions since 2018, and previously at Mass Mutual Investors Services and MetLife Securities Inc. Outside of his advisory role, he is a musician and operates a fixed insurance agency under the name Innovative Financial Solutions. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Tina Forbes is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 2000. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Gretchen Burkhart is a financial advisor with Raymond James & Associates holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones and has a background that includes time spent in full-time education. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized advisory services.

Isabel Meek is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and three years of industry experience. She has worked at Raymond James since 2020 and is also associated with Meek Financial Services. Outside her advisory role, she is involved with Meek Financial, where she handles administrative and management duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Gabriele Hoops is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, she worked at Burkhart Insurance Agency and Edward Jones, among other roles in insurance and community foundation settings. She occasionally assists with financial and tax-related tasks for Hoops Land Solutions LLC, a business owned by her spouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, drawing on diverse portfolio management styles and affiliated research.

Bryan Burkhart is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 31 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of portfolio management styles supported by in-house research and affiliated sub-advisers.

Casey Madsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and eight years of industry experience. Prior to joining LPL Financial in 2022, he worked at CUNA Brokerage Services and Crane Credit Union, where he continues to have an advisory role. His background includes positions in insurance and investment services as well as experience outside financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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 licenses and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2009. 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, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lucas Bishop is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. His prior roles include positions at Charles Schwab & Co., Inc., Old National Bank, and Best Buy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and 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 Bloomfield, Indiana, holding Series 63 and Series 65 registrations and nine years of industry experience. He has worked at LPL Financial since 2017 and has been affiliated with Northwest Bank since 2012, where he serves as a personal financial associate. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and utilizes both proprietary and third-party strategies.

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 with UBS Financial Services in Worthington, IN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities LLC, Centric Investment Group INC, and Wambolt & Associates, LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Timothy Meek is a financial advisor at Raymond James Financial Services Advisors, Inc. with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked for Edward D. Jones & Co., L.P. for 23 years. Outside of advisory work, Meek is involved with an agriculture and farming business and serves as president of a real estate holding company. 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 consulting supported by analytical tools and methodology, including services for municipal and public finance clients and a SIMPLE IRA Employer Advisory program.