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.

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.

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.

G Kristopher Jones is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMORGAN Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Troy Helm is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He has worked with Cetera and its affiliated entities since 2019 and previously spent 15 years at Summit Financial Group Inc. Outside of his advisory role, he is involved with insurance sales through Cincinnati Life and Crump Insurance. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by a network of over 6,800 advisors and manages approximately $164 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.

Aaron Hammond is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Central Indiana Plumbing, Inc. from 2014 to 2017. He volunteers as a firefighter with the Parker Volunteer Fire Department in Parker City, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large national network of advisors and branch offices.

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.

Robert Sisson is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his advisory role, he owns a commercial rental property in Hartford City, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

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.