John Edmonds is a financial advisor at LightSquare Wealth Management, LLC with 18 years of industry experience. He has held positions at Raymond James & Associates Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edmonds is also the owner of En Passant, LLC and LightSquare Insurance Agency, which facilitates insurance commissions. LightSquare Wealth Management serves individual clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm uses a variety of investment instruments and analytical methods to construct individualized portfolios and provides ongoing monitoring and due diligence on recommended sub-advisors.

Lyndon Davis is a financial advisor at LightSquare Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Bank of America, and Merrill Lynch. Outside of his advisory role, he writes books and content on finance and personal money management. LightSquare Wealth Management serves individual clients—including high-net-worth and ultra-high-net-worth individuals—trusts, retirement plans, and business entities. The firm offers asset management, financial planning, and retirement plan consulting, employing a variety of investment instruments and analytical methods to construct individualized portfolios.

Nicole Schmitt is a CFP® professional at Lightsquare Wealth Management, LLC with 14 years of industry experience. Her prior roles include positions at JPMorgan Securities, Morgan Stanley Smith Barney, Wells Fargo Advisors, Concorde Asset Management, and Fifth Third Securities. She also operated Schmitt Consulting for four years. Lightsquare Wealth Management advises individuals—including high-net-worth clients—as well as trusts, retirement plans, corporations, and other business entities. The firm provides discretionary asset management, financial planning, and consulting, employing a combination of fundamental, quantitative, technical, and sector analysis to tailor portfolios to client objectives.