Tamra Kaufman

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.

Roger Flueckiger Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has previously worked at Thurston Springer and currently serves as a financial advisor at FM Investment Services and Farmers and Merchants State Bank. He is a member of the finance and investment committee on the advisory board of the Boys and Girls Club of Adams County. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm provides financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive focus on advisory and implementation support rather than discretionary management.

Jason Kimmell is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 designations and 35 years of industry experience. He has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 a range of capital markets, custody, and research resources.

Tina Marbach is a financial advisor at Raymond James Financial Services Advisors, Inc. with a Series 66 designation and over eight years of experience in the financial services industry. Her background includes roles at FM Investment Services, F&M Bank, and Wells Fargo, among others. 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, emphasizing tailored financial plans supported by firm research and a broad affiliate network.

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.

Marlene Gagel is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 66 designation and has worked at firms including Avantax Advisory Services and 1st Global Advisors. She is also a member of Muhlenkamp & Gagel Wealth Advisors LLC, providing financial services to clients. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.