Charles Foust III

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.

Isabel Meek is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has worked in various roles including at Meek Financial Services and educational institutions such as Indiana University and Linton-Stockton School Corporation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides non-discretionary financial planning and investment consulting, emphasizing tailored strategies supported by firm research and multiple implementation options.

Richard Jenness is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Ameriprise, SA Stone Investment Advisor Inc., Sterne Agee Investment Advisor Services, and SA Stone Wealth Management. Outside of his advisory role, he is involved as a salesman and investor relations representative for Restoration and Exteriors Corp. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Casey Madsen is a ChFC® credentialed financial advisor with eight years of industry experience. He is currently with LPL Financial and also serves as an advisor at Crane Credit Union. His prior experience includes roles at MML Investors Services, Mass Mutual Life Insurance Company, and Luxottica of North America. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

William Gray Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a focus that includes public finance and municipal work.