Jason Kimmell

Andrew Houck is a CFP® professional with 10 years of industry experience, currently serving at Edward Jones in Portland, IN since 2015. He holds the Series 66 designation and has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a large network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and specialized overlay and tax-efficient services under a fiduciary standard.

Kimberly Hart Paxson is a CFP® professional with nine years of experience in the financial industry. She has worked at Edward Jones since 2016 and previously managed Paxson's Taxes from 2009 to 2016. Outside of her advisory role, she is a co-owner of a rental property in Montpelier, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including 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 strategies, tax-efficient solutions, and affiliated mutual funds, operating under a fiduciary standard.

Robert Taylor is a CFP® and ChFC® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been affiliated with Raymond James and his own entities, Taylored Financial LLC and Tily, LLC, since 2009 and 2011 respectively. His outside business activities include ownership of Tily, LLC, a rental real estate entity co-owned with his wife. 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options supported by firm research and an extensive affiliate network.

Tiffany Dawson is a financial advisor with Raymond James Financial in Hartford City, IN, holding a Series 66 designation and nine years of industry experience. She is also associated with Taylored Financial as registered support staff and has been involved with Lighthouse Church since 2018. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a focus on tailored financial plans and multiple implementation options, supporting both advisory and institutional clients.

Timothy Klingensmith is a financial advisor with Raymond James & Associates in Decatur, IN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James since 2008 and serves as an international coordinator for Aspect Foundation, a nonprofit organization, dedicating time outside business hours. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, with a focus on both retail and institutional advisory services.

Tanya Shaneyfelt is a financial advisor at Edward Jones in Muncie, Indiana, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to her current role, she worked at Symmetry Chiropractic Wellness Center and the Department of Social and Health Services of Washington State. Outside of advisory work, she manages Two Pillars Property LLC, which focuses on finding tax lien properties and repossessions for investment and potential resale. Edward Jones serves over four million individual and institutional clients, providing a range of wealth management services including discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient overlay services through a nationwide network of financial advisors.