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.

Tyler Mattox is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 66 licenses, with 12 years of industry experience. He has worked at Commonwealth Financial Network and Innovative Financial Solutions since 2018, and previously at Mass Mutual Investors Services and MetLife Securities Inc. Outside of his advisory role, he is a musician and operates a fixed insurance agency under the name Innovative Financial Solutions. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Tina Forbes is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 2000. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Gretchen Burkhart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. She previously worked at Edward Jones and has a background in education, having spent ten years in full-time education before transitioning to financial services. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with both non-discretionary and discretionary advisory options, and maintains specialized public finance and municipal capabilities.

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.

Gabriele Hoops is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, Hoops worked at Burkhart Insurance Agency and Edward Jones. Hoops occasionally assists with tax preparation and financial matters for a family-owned business, Hoops Land Solutions LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and serves municipal clients with public financing and investment banking capabilities.

Bryan Burkhart is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 31 years. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Casey Madsen is a ChFC® credentialed financial advisor with eight years of industry experience. He is currently with LPL Financial and also serves as an advisor at Crane Credit Union. His prior experience includes roles at MML Investors Services, Mass Mutual Life Insurance Company, and Luxottica of North America. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

William Gray Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a focus that includes public finance and municipal work.