Marie Cassidy Whitaker

Ashley Driggers is a financial advisor at M Capital Wealth Management, LLC with 17 years of industry experience. She has been with M Capital Wealth Management since 2010 and previously worked at Edward Jones from 2007 to 2009. Driggers holds a Series 66 designation. M Capital Wealth Management serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans, managing approximately $49.6 million across about 61 client relationships. The firm provides discretionary portfolio management, consulting, and retirement plan advisory services, developing individualized investment plans using a variety of securities and analysis methods, typically managing accounts on a discretionary basis.

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.

Joshua Tanata is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Financial Engines Advisors, L.L.C., Bank of America, Merrill, and Edward Jones. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term management.

Andrew Hall is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016, following one year at Centaurus Financial, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.