Tj Binkowski is a financial advisor at Narrow Road Financial Planning LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Raymond James Financial Services Advisors, Inc., and served six years in the U.S. Army. Narrow Road Financial Planning LLC offers discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a combination of strategic passive allocation and tactical asset-allocation strategies using quantitative models, with portfolios managed on a discretionary basis and regular risk monitoring.

Jeffrey Atchison is a Series 65 licensed financial advisor with 15 years of industry experience. He has worked at SageGuard Financial Group, LLC since 2022 and previously served at Alphastar Capital Management LLC and Sageguard Investment Advisory Services. Outside of his advisory role, he is the owner of Great Elm Properties, LLC, a property investment business. SageGuard Financial Group is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis to implement a variety of model strategies across asset classes, managing both discretionary and non-discretionary accounts.

Curtis Henson is a CFP® professional with eight years of industry experience, currently serving at Paul Winkler, Inc. since 2015. He is based in Goodlettsville, TN, and works within a multi-team firm environment. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and uses modern portfolio theory and multi-factor approaches in portfolio construction, while also offering investor education through workshops, podcasts, online courses, and a subscription coaching program.

Daniel Hill is a CFP® with 25 years of industry experience, currently serving as an advisor at Paul Winkler, Inc. since 2013. He has also been involved with D.R. Hill Wealth Strategies, LLC and D.R. Hill & Associates, Inc. for over 18 and 20 years, respectively. Outside of his advisory roles, he holds positions in fixed and health insurance services and manages other investment advisory entities. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporations. The firm employs a multi-factor investment approach grounded in modern portfolio theory and offers investor education through workshops, podcasts, online courses, and a subscription coaching program.

Lukas Smith is a financial advisor at SageGuard Financial Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Alphastar Capital Management LLC. In addition to his advisory role, he is a licensed insurance agent who occasionally offers insurance products to clients. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides comprehensive financial planning and portfolio management using a combination of fundamental and technical analysis across a range of model strategies.

Paul Winkler is a ChFC® credentialed financial advisor with 34 years of industry experience. He has led Paul Winkler, Inc. since 2000. Outside of advising, he authors investment-related books, serves as a therapist at a counseling center, and sits on the Board of Trustees for Trevecca University. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm emphasizes investor education through workshops, media content, and coaching programs, implementing portfolios via third-party managers using modern portfolio theory and an efficient-market approach.

Brian Koonce is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Paul Winkler, Inc. since 2019. Prior to joining the firm, he held roles in education and healthcare, including positions at the University of Kentucky College of Pharmacy and various school boards. He is also an enrolled agent providing independent tax preparation services in Goodlettsville, TN. Paul Winkler, Inc. offers investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporations. The firm utilizes a co-advisor model with third-party asset managers and applies modern portfolio theory and multi-factor approaches in portfolio construction, while also providing investor education through workshops, media, and subscription coaching programs.

Ethan Ballek is a financial advisor at SageGuard Financial Group, LLC in Goodlettsville, TN, holding a Series 65 designation. He is part of a 14-advisor team at SageGuard, a multi-advisor registered investment adviser managing a diverse client base. SageGuard Financial Group serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, providing portfolio management and comprehensive financial planning through model portfolios tailored to client risk profiles. The firm manages approximately $755.7 million, with a significant portion handled on a non-discretionary basis, a notable feature for a multi-advisor firm.

Jeffrey Ward is a financial advisor at SageGuard Financial Group, LLC, holding Series 63 and Series 65 licenses. He has been with SageGuard since 2025 and has prior experience in residential real estate sales as president of Realty N Motion Inc. He is also licensed to sell life and health insurance policies. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides comprehensive financial planning and portfolio management using a combination of fundamental and technical analysis across a range of model strategies.

James Wood is a CFP® and holds a Series 66 license with 27 years of industry experience. He has been with Paul Winkler, Inc. since 2014. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure using third-party asset managers and relies on modern portfolio theory, multi-factor approaches, and an efficient-market philosophy in portfolio construction.

Scott Collins is a ChFC® and Series 65-licensed financial advisor with three years of industry experience. He has worked at Paul Winkler, Inc. since 2022 and previously held positions at SAIC, Leidos, Paragone Solutions, and Vectrus Systems. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor model using third-party asset managers and applies modern portfolio theory and multi-factor approaches in portfolio construction, while also offering investor education through workshops, media, and subscription-based coaching programs.

Darwin Johnson is a financial advisor with SageGuard Financial Group, LLC, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked with SageGuard Financial Group since 2009, including multiple roles from 2012 onward, and has also been associated with Alphastar Capital Management LLC since 2021. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis to implement diversified portfolios through a range of model strategies tailored to various risk profiles, managing a significant portion of assets on both discretionary and non-discretionary bases.

Mariafearlene Brown is a financial advisor at Paul Winkler, Inc. with 14 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with the firm since 2014. Outside of advisory work, she is a self-employed insurance agent, a role she has held since 1996 but currently devotes no time to. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and uses modern portfolio theory and multi-factor approaches in portfolio construction, alongside investor education programs including workshops, podcasts, online courses, and a subscription coaching service.

Paul Good is a financial advisor with SageGuard Financial Group, LLC, holding a Series 66 license and two years of industry experience. Prior to joining SageGuard, he worked briefly at Equitable Advisors and has been involved in coaching soccer, serving as the goalkeeper director for Tennessee United Soccer Club and head boys’ soccer coach at Merrol Hyde Magnet School. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm employs both fundamental and technical analysis and offers a range of model strategies, managing a majority of assets on a non-discretionary basis.

Jonathan Walker is a CFP® with 14 years of industry experience, currently serving at Paul Winkler, Inc. since 2012. He holds the Series 63 designation and is based in Gallatin, TN. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and uses modern portfolio theory, multi-factor approaches, and an efficient-market philosophy in portfolio construction.

John Brewington is a Series 65-licensed advisor with SageGuard Financial Group, LLC in Goodlettsville, TN, where he has worked since 2026. His prior experience includes roles at Allstate and multiple positions related to church organizations and nonprofit mission boards. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a range of model portfolios and investment sleeves tailored to client risk profiles and manages approximately $755.7 million for nearly 2,500 clients with a team of 14 advisors.

Chad Wood is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 designation and three years of industry experience. He has worked with SageGuard Financial Group since 2022 and also serves as an Account Manager at Pineywoods Financial. Outside of financial advisory roles, he has been involved with Muy Grande Outdoors LLC and TW Group LLC in prior years. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides ongoing portfolio management and comprehensive financial planning using a combination of fundamental and technical analysis across a range of model strategies and asset allocations.

David Perez is a financial advisor with SageGuard Financial Group, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Alphastar Capital Management LLC and Regions Bank. Perez is the owner and founder of Union Financial Services, LLC, a business focused on annuity and life insurance sales and planning. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis to implement a variety of model strategies across different risk profiles and asset allocations.

Lawrence Barnard is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Paul Winkler, Inc. since 2008. He also owns and operates Crown Financial Concepts, where he provides tax consulting and preparation services. Paul Winkler, Inc. offers investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and utilizes modern portfolio theory and multi-factor approaches in portfolio construction.

Roleen De Ono is a ChFC® credentialed advisor at Paul Winkler, Inc. with three years of industry experience. Prior to joining the firm, De Ono worked at Deloitte Consulting LLP and BHA Consulting LLC. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and utilizes modern portfolio theory and multi-factor approaches in portfolio construction.

Hannah Johnson is a financial advisor at SageGuard Financial Group, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Alphastar Capital Management and Capital City Financial Group. In addition to her advisory role, she is also licensed as an insurance agent. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management and comprehensive financial planning, employing both fundamental and technical analysis across a range of model strategies with discretionary and non-discretionary account management.

David Cowee is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 credential and 18 years of industry experience. He has previously worked with Alphastar Capital Management LLC and Sageguard Investment Advisory Services, and he is president of Pineywoods Financial, where he is also a licensed insurance agent. Outside of his advisory work, he serves as an elder and board member of the nonprofit Fredonia Hill Baptist Church in Nacogdoches, Texas. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm employs both fundamental and technical analysis and offers a variety of model strategies, managing a majority of assets on a non-discretionary basis.

Michael Sharpnack is a financial advisor at Paul Winkler, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Paul Winkler, Inc. since 2017. Outside of his advisory role, he has been involved with Calvary Chapel Rivergate since 2014. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporations. The firm employs a co-advisor model using third-party asset managers and applies modern portfolio theory and multi-factor approaches in portfolio construction.

Noreen Burtner is a CFP® with 16 years of industry experience and currently serves as a financial advisor at Facet. She has worked at Facet since 2020 and was previously employed at Tiaa from 2015 to 2020. Facet serves individual members across a broad range of net worth levels through subscription-based financial planning that includes investment management. The firm focuses on retail clients and employs technology-driven, model-based asset allocation primarily using ETFs, supplemented by strategies such as direct indexing and tax-loss harvesting at specific service tiers.

Scott Greenameyer is a financial advisor at RedHawk Wealth Advisors, Inc. with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including Atlas Wealth Management and William Jordan Investments. Outside of his advisory role, he is CEO of Spectrum College Funding, a company providing fee-based college planning services. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, using a documented due-diligence process guided by a weekly investment committee and third-party risk tools.

Bryant Rippy is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Money Concepts Capital Corp. His prior experience includes roles at F & M Wealth Management, F & M Bank, and Raymond James Financial Services. Outside of securities, he is a salaried employee at True North Wealth Group, dedicating significant time to this non-investment-related activity. Money Concepts Capital Corp serves approximately 14,700 clients through 431 advisors, offering portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and modern portfolio theory for asset allocation and account rebalancing.

Kelvin Bishop is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 19 years of industry experience. He has been with Money Concepts Capital Corp since 2006 and is also a managing member of the CPA firm Harting, Bishop & Arrendale, PLLC. Outside of his advisory and accounting roles, he serves as treasurer for The Cleveland 100, a nonprofit organization, and is a trustee and finance committee member for the Cleveland Bradley County Public Library. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, blending fundamental and technical analysis with modern portfolio theory to serve approximately 14,700 clients.

Jarin Worden is a Series 66-licensed financial advisor at Empower Advisory Group with three years of industry experience. His prior roles include positions at Wilson Bank & Trust Investment Services, Raymond James Financial Services, and Thrivent Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering financial planning focused on long-term portfolio returns and optional managed account solutions.

Susan Moore is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials. She has extensive experience in the insurance industry, having worked with Penn Mutual Life Insurance Company since 2016 and previously with American General Life Account Insurance Company from 2000 to 2016. In addition to her advisory role, she is active as an insurance agent focused on sales and service of Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.

Brandon Di Simone is a financial advisor with Thrivent Investment Management holding a Series 66 designation and has two years of industry experience. His prior work includes roles at Arete Wealth Management and Center Street Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning across various topics without including implementation, and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Matthew Gallowitz is a financial advisor at Edward Jones in Springfield, TN, with three years of industry experience. He holds Series 63 and Series 66 licenses and has previous work history with Thrivent Financial, Enfield Management, Robertson County School System, and UBS. Outside of his advisory role, he occasionally performs as Santa Claus for an apartment complex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Jerry Jarrett Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior work includes roles at Regions Bank, The Prudential Insurance Co. of America, and Edward Jones. Outside of his advisory work, he is registered as an agent for Talitrix Tennessee LLC, a criminal justice business owned by his son, with his involvement limited to forwarding mail. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining retirement capabilities with a broad trust and institutional platform.

Jamie Singleton is a financial advisor with Cambridge Investment Research Advisors in Springfield, TN, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Prior to joining Cambridge in 2016, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services. Outside of his advisory role, Singleton is president of Singleton Financial Services LLC, which provides tax preparation and accounting services. Cambridge Investment Research Advisors serves a diverse range of clients including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches.

Sundi Puckett is a CFP® with three years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Prior to joining Edward Jones, Sundi held positions at David Patton Homes, Serpro Industries, PC&D, and the Center For Restorative Medicine. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Bethany Garner is a CFP® and ChFC®-designated financial advisor with Edward Jones, bringing five years of industry experience. She has held roles at Edward Jones since 2019 with a brief tenure at Thrivent Financial and Thrivent Investment Management Inc. from 2020 to 2021, and previously worked in healthcare-related business positions. Bethany also serves as an adjunct professor teaching an undergraduate finance course at the University of Mobile. 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 nationwide network of more than 23,000 financial advisors. The firm is notable for its extensive retail presence and affiliated capabilities including trust services, mutual funds, and securities-based lending.

Terry Jones is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in Springfield, TN, and holds a Series 63 license. 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. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary investment solutions, operating under a fiduciary standard.

James Gurman is a financial advisor at Ameriprise in Nashville, TN, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves on the Board of Directors for the Catholic Business League as a Career Transition Team Leader. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-driven recommendation reports and combines advisory, brokerage, and insurance solutions through affiliated companies.

Mark Pinkleton is a financial advisor with Ameriprise, holding a Series 63 designation and 32 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients through a broad range of advisory, brokerage, and insurance solutions.

Charles Rogers is a financial advisor at Edward Jones in Springfield, TN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside the financial industry, Rogers is involved in agricultural business activities as Secretary and Treasurer of Rogers Farms, Inc. in Auburn, KY. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Alisha Schweizer is a financial advisor with Avantax Planning Partners, Inc. She holds a Series 66 designation and has 12 years of industry experience. Her prior work includes roles at various Cetera entities and Avantax-related firms. Outside of her advisory duties, she is involved in equity and fixed indexed annuity sales as well as fixed insurance product sales. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies, discretionary portfolio management, and tax-intelligent overlays, operating within a larger corporate group that offers access to a broad range of affiliated financial services.

Taylor Carter is a financial advisor with Edward Jones in White House, Tennessee, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked for AmerisourceBergen: MWI Animal Health for five years and East Tennessee State University for four years. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heather Tremaine is a financial advisor with Edward Jones in Springfield, TN, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2016, following a year as a homemaker. She is also a limited partner with Edward Jones. 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 and offers a range of advisory and investment strategies through a nationwide network of advisors and branch offices.

Adam Hahne is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020, with prior roles at Cambridge Investment Research, Inc. and SportsMEDIA Technology. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Robert Vaught V is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has been with Cetera and affiliated entities since 2013. His spouse is a part owner of Wallis Management, a family farm business in Indiana. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities with various advisory programs and model portfolios.

Aaron Slate is a financial advisor with Edward Jones in Greenbrier, TN, holding a Series 66 designation and eight years of industry experience. He has worked with Edward Jones since 2016, including a brief period outside the firm and two years at Lipscomb University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports a large nationwide network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Joseph Tucker is a CFP® professional with 20 years of experience, currently serving as a financial advisor at Edward Jones since 2005. In addition to his advisory role, he is involved in several entrepreneurial ventures, including owning a photography sales business and co-owning a boutique clothing and decor company as well as an e-commerce vintage electronics resale business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services through a nationwide network of financial advisors.