Philip Wyant is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has served in the US Army since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over one trillion dollars in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Helsley is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to her current role, she operated her own CPA firm, Amy B Helsley CPA LLC, and has experience as the owner of The Winery at Kindred Pointe. In addition to her advisory work, she has business oversight responsibilities related to her winery ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and associated financial services. The firm is notable for its extensive national network of advisors and branch offices, as well as integrated capabilities including a trust company and affiliated mutual funds.

Craig Roth is a financial advisor with Edward Jones in Bellingham, WA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Edward Jones since 2007. Roth serves as a board member of the Bellingham Golf & Country Club, where he participates in voting on proposals and overseeing the club’s financial welfare. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Priscilla Luckhurst is a financial advisor at Edward Jones in Roseville, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked full-time in education and operated her own consulting business for seven years. She also has a decade of experience with CorePower Yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of advisors and branches. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Jordan Barski is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019, following five years at Plaza Motors. Barski serves as the Treasurer for the Merriweather Park Home Owner Association, a volunteer role involving financial oversight for the community. 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 supported by a nationwide network of more than 23,700 financial advisors.

Robert Roth is a financial advisor with Edward Jones in Asheville, NC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he manages Roth Properties, overseeing commercial rental and investment property activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ian Mc Gaughey is a financial advisor at Edward Jones in Troy, Alabama, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at New York Life and has been involved in several entrepreneurial ventures including Tackle Shack Outdoors and J and M Designs Athens, LLC. Outside of his advisory role, he volunteers as a golf coach at Charles Henderson High School. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Kyle Fogarty is a CFP® and ChFC® with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns a rental property in Stockton, NJ. 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 operates a nationwide network of nearly 24,000 financial advisors offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Alec Rosario is a financial advisor with Edward Jones in La Porte, IN, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Bank of America NA, Merrill Lynch Pierce Fenner & Smith Inc, JPMorgan Securities LLC, Centier Bank, and Cetera. 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 programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Sara Roy is a Certified Financial Planner™ with 20 years of experience in the financial services industry. She has worked at Edward Jones since 2022 and previously spent 11 years with JP Morgan Institutional Investments Inc. and JPMorgan Asset Management Inc. in institutional investment roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Luke Rodrigue is a financial advisor with Edward Jones in Waterville, ME, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm 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.

Jason Hull is a financial advisor with Edward Jones in Cocoa, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2018 and previously worked at Nantucket Cottage Hospital from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Douglas Dodgen is a financial advisor at Edward Jones in Ames, IA, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lucinda Brill is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for Holtzman Propane Delivery LLC for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Knapp is a financial advisor at Edward Jones in Salem, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Wood Pellet Products LLC and Mike Knapp Custom Finishes 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, supported by a large network of advisors and branch offices nationwide.

Laura Linman is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2010, with a two-year period at CMG Financial from 2017 to 2019. Laura is based in Tacoma, WA. 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 programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ethan Salyer is a financial advisor with Edward Jones in Huntsville, AL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Union Bank of Switzerland and Alliance Bernstein. Outside of finance, he has been involved in entrepreneurial ventures including cabinetry businesses and a lawn mowing service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donna Pinter is a financial advisor at Edward Jones with five years of industry experience. Before joining Edward Jones in 2020, she worked at Rich Products Corporation for 19 years and held positions at Southern Ionics Minerals and The Chemours Company. Outside of her advisory role, she is involved in a resin paint distribution business and pursues hobbyist photography for local charities and individual clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a broad retail advisor network and offers a range of advisory programs, tax-efficient services, and affiliated investment products.

Jacob Mc Guire is a financial advisor at Edward Jones in Springfield, MO, holding a Series 66 designation with two years of industry experience. He previously worked for seven years at State Bank of Southwest Missouri before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with a large nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard for its advisory services.

Elizabeth Berge is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Industrial Magnetics Inc., Moeller Mfg. Company LLC, and Williams International. Outside of her advisory role, she coordinates events at Boyne Ranch LLC Springbrook Farms and serves as a brand ambassador for Shaggy's Copper Country Skis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and comprehensive service offerings.