Kim O'donohue

Rochelle Moore is a CFP® professional with seven years of experience as a financial advisor at Sound Financial Solutions, Inc. She is also the owner and president of Save Moore Tax & Accounting Services, Inc., a CPA firm providing accounting, payroll representation, and tax preparation and consulting services. Sound Financial Solutions serves a small client base of individuals and businesses, offering financial planning and consulting in areas such as investment, retirement, education, and estate planning. The firm focuses on planning and recommendations rather than discretionary portfolio management.

Alec Martin is a CFP® professional with seven years of industry experience, currently serving at Edward Jones since 2018. His prior work includes roles at Illinois State University and ADM. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

James Harrold II is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Cetera and its affiliated entities since 1991. Harrold also operates Harrold Financial Consulting, a sole proprietorship focused on investment-related activities. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Bryce Starkey is a CFP®-designated financial advisor with Edward Jones in Clinton, IL, where he has worked for 11 years. He holds a Series 66 license and focuses on wealth management within the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.