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Grace C

Series 63, Series 65

San Ramon, CA

Edward Jones

Grace Campbell is a financial advisor with Edward Jones in San Ramon, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior work includes roles at Inheritguard LLC, Michael Frickman DDS, Net Law Group Inc, Transamerica Financial Advisors, and World Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Women Professionals Women's Finance
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Jake W

Series 66

Russell, KS

Edward Jones

Jake Windscheffel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for eleven years at Midwest Family Health of Russell, KS, where he was also a practicing pharmacist. Outside of his advisory role, he is involved in a local pharmacy business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management Inheritance planning Retired Founder/Business Owner Executive
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Emily M

Series 66

Ponca City, OK

Edward Jones

Emily Maddux is a financial advisor at Edward Jones with a Series 66 designation and over nine years of industry experience. Her prior roles include positions in academic affairs as Provost and Senior Vice President, as well as experience at TJ Maxx and Oklahoma State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brandon R

CFP®, Series 66

Toledo, OH

Edward Jones

Brandon Rodriguez is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Toledo, OH. He has been with Edward Jones since 2017 and previously worked four years in the hospitality industry at Regency Hotels. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard, with a nationwide network of more than 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management General retirement planning Business ownership considerations Founder/Business Owner
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Craig S

Series 63, Series 66

Erie, PA

Edward Jones

Craig Schwegman is a financial advisor with Edward Jones in Erie, PA, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy Wealth management General estate planning guidance Military & Veterans
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Lawrence W

Series 63, Series 66

Tempe, AZ

Edward Jones

Lawrence Whitley Thomas is a financial advisor at Edward Jones in Tempe, Arizona with 16 years at the firm and 11 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he officiates basketball games for various local leagues, including city, youth, and high school levels. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Cole P

Series 66

Jackson, MI

Edward Jones

Cole Phillips is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021, following prior roles including a position at Greystone Building Company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Wealth management Founder/Business Owner Intergenerational Families
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Jason Y

Series 66

Wilmington, NC

Edward Jones

Jason Younts is a financial advisor at Edward Jones in Wilmington, NC, with five years of industry experience. He holds a Series 66 designation and previously spent 23 years at Ocean City Chevrolet. Outside of his advisory role, he is involved in several closely held business ventures, including real estate investment LLCs and a general consulting LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers fiduciary advisory services alongside affiliated capabilities such as a trust company and proprietary funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Charles H

Series 66

Salem, OR

Edward Jones

Charles Hutchings is a financial advisor at Edward Jones in Salem, OR, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of approximately 23,701 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Wesley N

Series 66

Knoxville, TN

Edward Jones

Wesley Nunley is a financial advisor at Edward Jones in Knoxville, TN, holding a Series 66 designation. He has been with Edward Jones since 2026 and previously worked in advertising, recruiting, and insurance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Wealth management ESG / Sustainable investing Executive Technology Professional Engineering Professional Values-based investing Religious/faith focused
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Shawn H

Series 63, Series 66

St. Louis, MO

Edward Jones

Shawn Hellmann is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he has an ownership interest in a rental property in Mesa, AZ. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branch offices and offers additional services such as tax-efficient portfolio management and securities-based lending.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sean A

Series 66

Boulder, CO

Edward Jones

Sean Alexander is a financial advisor at Edward Jones in Boulder, CO, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience in mortgage lending and residential mortgage companies, as well as a role at The Fitter and time at the University of Colorado, Boulder. 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 nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning Inheritance planning Founder/Business Owner
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Sulayman N

Series 66

Charlotte, NC

Edward Jones

Sulayman Nyang Jr. is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a mentor and business coach for at-risk young adults and holds positions on several nonprofit and advisory boards related to business coaching, education, and community initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm is notable for its extensive advisor network, comprehensive service offerings, and fiduciary standard of care.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Founder/Business Owner Financial Professional Doctor or Medical Professional
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Dakota H

CFP®, Series 66

Pratt, KS

Edward Jones

Dakota Holtgrieve is a CFP® certificant with 15 years of experience, serving at Edward Jones since 2011 in Pratt, Kansas. He is a partner in Pilot Knob Outfitters LLC, a hunting and outfitting business that hosts annual deer and turkey hunts on farm and recreational property. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Marc R

ChFC®, Series 66

Liberty Lake, WA

Edward Jones

Marc Rubin is a financial advisor at Edward Jones in Liberty Lake, WA, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Concur Technologies. Outside of his advisory role, he is the managing partner of Max's Hideaway LLC, a vacation home business in Redmond, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Wealth management Cash flow / budgeting Retired Founder/Business Owner Executive
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Carson M

CFP®, Series 63, Series 66

St Louis, MO

Edward Jones

Carson Mc Carty is a CFP® with four years of industry experience, currently advising with Edward Jones in St. Louis, MO. His prior experience includes roles at Raymond James & Associates Inc. and American Century Investment Services, Inc. Before entering the financial industry, he worked with the Kansas City Chiefs for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kerry H

Series 66

Leesburg, GA

Edward Jones

Kerry Hall is a financial advisor with Edward Jones in Leesburg, Georgia, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, Hall worked in various roles within the Department of Navy, Defense Logistics Agency, PAE, and URS. Outside of finance, Hall owns Khall Nutrition, LLC, providing nutrition consultation and meal planning services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with assets under management totaling approximately $1.01 trillion. The firm offers a range of investment advisory programs and maintains a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Government Employee
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Thomas H

CFP®, Series 63, Series 66

Temple, TX

Edward Jones

Thomas Howell Jr. is a Certified Financial Planner® with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Andrew H

Series 66

Ruston, LA

Edward Jones

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) ESG / Sustainable investing Government Employee Oil & Gas Religious/faith focused Values-based investing
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Paul G

CFP®, Series 63, Series 66

New Philadelphia, OH

Edward Jones

Paul Gorgas is a CFP®-certified financial advisor with Edward Jones in New Philadelphia, OH, where he has worked since 1998, totaling 27 years of industry experience. He is the sole proprietor of Gorgas, LLC, a private limited liability company. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services through a nationwide network of over 23,000 financial advisors. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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