Andrew Hall

Ashley Driggers is a financial advisor at M Capital Wealth Management, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with M Capital Wealth Management since 2010. M Capital Wealth Management provides discretionary portfolio management, financial consulting, and retirement-plan advisory services to individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm serves both individual and institutional clients and employs a combination of fundamental, technical, charting, and cyclical analysis in managing accounts, often acting as an ERISA fiduciary for plan sponsors.

Susan Malloy is a financial advisor with M Capital Wealth Management, LLC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. She has been with M Capital Wealth Management since 2010. Outside of her advisory role, she serves as corporate secretary for Malloy & Company, attending quarterly board meetings. M Capital Wealth Management provides discretionary portfolio management and financial consulting services to individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $44.7 million in discretionary assets and offers retirement-plan advisory services, including acting as an ERISA fiduciary when retained.

Adam Gilbert is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2020 and previously worked at Ricoh Americas Corporation for five years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marie Whitaker is a Series 66–licensed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2005, working in various roles within the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Joshua Tanata is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Financial Engines Advisors, L.L.C., Bank of America, and Merrill. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large participant base through both advisor-led and online platforms.