William Gray Jr.

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.

Larry Moss is a CFP® with 27 years of experience in the financial services industry. He is currently with Silver Oak Securities, Incorporated and has previously worked at Northwest Bank, LPL Financial, and founded Moss Wealth Advisors, LLC. Outside of his advisory work, he serves as a board member for Clay County Community Corrections, focusing on programs to reduce recidivism, and holds executive roles in local community and economic development organizations, including Thrive West Central EDC and the Clay County Council. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm delivers investment advice primarily on a discretionary basis, offering individualized portfolio management, unified managed accounts, and financial planning through a network of more than 100 financial professionals.

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.