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.

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.

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.

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.

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.

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.

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.

Tanya Shaneyfelt is a financial advisor at Edward Jones in Muncie, IN, holding the ChFC® designation and Series 66 license with five years of industry experience. Prior to joining Edward Jones, she worked at Symmetry Chiropractic Wellness Center. Outside of her advisory role, she is the managing member and owner of Two Pillars Property LLC, a business focused on finding tax lien properties and repossessions for investment and potential resale. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors.

G Kristopher Jones is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank, N.A. since 2006. He also operates a personal business under his name. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.

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.

Troy Helm is a financial advisor with Cetera who holds a Series 63 designation and has 28 years of industry experience. He has held positions at Summit Financial Networks, Cetera Wealth Services, and Summit Brokerage Services over his career. Outside of advisory work, he runs Helm Financial Group LLC, which serves as a holding entity for tax purposes. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing model portfolios, third-party managers, and bespoke strategies across various program structures.

Shena Bynum is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary advisory approach that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

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.

Aaron Hammond 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, he worked at Central Indiana Plumbing, Inc. from 2014 to 2017. He volunteers as a firefighter with the Parker Volunteer Fire Department in Parker City, IN. 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 supported by a large national network of advisors and branch offices.

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.

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.

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.