Joseph Dylan Thompson

Megan Brown is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2016. Outside of financial advising, she is involved in real estate as a broker and property owner in Fayetteville, NC. Edward Jones serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Lonny Winters is a financial advisor at Osaic with 14 years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors and Invest Financial Corp. Winters is also involved as a referral agent for Medicare-related services and provides consulting advice on projects through a separate business. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of financial advisers. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Michael Smith is a financial advisor with Edward Jones in Atlanta, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he co-owns and operates a hunting outfitter business in Meadow Lake, Saskatchewan, offering hunting packages for various game. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and provides a wide range of advisory programs and investment solutions through a large national network of advisors.

Matthew Stephens is a CFP® professional with 13 years of industry experience, currently with Cetera in Atlanta, TX. He previously worked at Avantax Advisory Services and Edward Jones among other firms. Outside of his advisory role, Stephens serves in the US Army Reserve and co-owns a food truck business, Kona Ice of Benton & Haughton. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.