Shilo Chavez

Douglas Rolfson is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience, including roles at Kinder Morgan and Lite Form Construction. Outside of his advisory work, he is involved with a family trust that holds oil royalties in Watford City, ND. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices.

Erin George is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and First International Bank & Trust. In addition to her advisory role, she is involved in accounting through East Rock Accounting and Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with a nationwide network of more than 23,700 financial advisors.

Matthew Schultz is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Investment Centers of America. Schultz is president of Schultz Advisors Group LLC, which owns his book of business, and also operates under the Midwest Wealth brand. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a focus on tailored financial plans and a range of implementation options supported by firm research and outside managers.