Rachel Suzanne Schetrom

Brett Nesselrodt is a CFP® certificant and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Glenn Weaver and Arx Wealth Management. Outside of finance, he was involved with Old 690 Brewing Company from 2016 to 2018. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual, institutional, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Greyson Boltz is a financial advisor at Edward Jones with a Series 66 credential and approximately three years of industry experience. Prior to his current role, he has worked in various positions including at James Madison University Student Housing, Rolling Hills Farm, Tractor Supply Co, and ShadowDragon LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, and operates under a fiduciary standard with a large national network of advisors and branch offices.

John Cheshire is a Series 66 registered advisor with Edward Jones in Moorefield, WV, where he has worked since 2018. He has eight years of industry experience, including four years at The Bank of Romney. Outside of his advisory role, he is involved in commercial real estate and property management through sole ownership of two real estate businesses in West Virginia. 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 under management and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Tony Cook is a Series 66 credentialed financial advisor with Edward Jones, based in Moorefield, WV. He has 14 years of industry experience, all with Edward Jones since 2012. 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 strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Joseph Palumbo is a CFP® with 20 years of industry experience, currently affiliated with Cetera. He has been involved in tax preparation and accounting through his own firms, including Palumbo Financial & Tax Services LLC, and has held various roles spanning over two decades. Outside of advisory work, he serves as Vice President and a 5% owner of an amusement company, and he is Treasurer/Comptroller of the Maryland Society of Accountants PAC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party managers, and supports various account structures with over $256 billion in assets under management.