Matthew Stephens

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 13 years of industry experience and holds a Series 66 designation. He previously worked at Securities America Advisors and Invest Financial Corp. Winters also serves as a referral agent for a Medicare backoffice and provides insurance products including fixed, life, and health insurance. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment approach combining risk-tolerance assessments with portfolio optimization tools and offers access to a wide range of investment products and custodial platforms.

Joseph Thompson is a financial advisor with OSAIC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Securities America Advisors and INVEST Financial Corp. He serves as a board member of the Atlanta Hospital Authority. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that delivers advisory and brokerage services through a large network of financial advisers. The firm serves a diverse client base and employs a range of investment strategies, including proprietary models and third-party money manager access.

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.

Jimmy Boyle is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. His career includes roles at Avantax Investment Services and Raymond James Financial Services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.