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.

Tamra Kaufman is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has worked previously at Woodbury Financial Services, Raymond James & Associates, and First Merchants Bank. Kaufman also serves as a Notary Public and is an insurance agent specializing in life, long-term care, and annuity products. OSAIC is an investment adviser and broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process with access to a wide range of investment options and custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

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.

Cooper Jacks is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial in 2024, he worked in education at Wabash College and local schools in Indiana. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Troy Jacks is a financial advisor with LPL Financial in Celina, Ohio, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he serves as an assistant coach for the girls wrestling team at Jay County High School. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and accommodates both advisory and brokerage services tailored to client needs.

Matt Muhlenkamp is a financial advisor with Cetera, holding a Series 66 designation and over 10 years of industry experience. His prior roles include positions at Avantax Investment Services and 1st Global Advisors. Outside of his advisory work, he is involved in farming, managing a grain and hog operation on owned and rented land. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a range of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed programs.

Annette Alexander is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Raymond James & Associates and Woodbury Financial Services. She serves as a director for both the Golfbrook Estates Community Association and the Portland Rotary Club. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional accounts. The firm offers a wide range of investment management and consulting services through its Vision2020 Wealth Management Platform and has expanded its adviser network through multiple recent mergers.

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.

Lorie Garwood is a financial advisor with Raymond James Financial in Geneva, IN, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has worked at Farmer's & Merchants State Bank since 2020 and previously held roles at Cetera and First Bank of Berne. Garwood is also an officer and vice president of FM Investments, a support company affiliated with F&M Bank. 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 emphasizes non-discretionary financial planning and investment consulting, combining asset-allocation analysis and firm research to tailor recommendations while maintaining client decision authority.