Jerry Klusener Jr. is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with International Assets Investment Management, LLC and has worked there since 2017. Prior to that, he was with Prospera Financial Services, Inc. from 2011 to 2017. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent adviser representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, with options for third-party money managers and standalone financial planning.

Andrea Lynn is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining Edward Jones in 2017, she worked at Woodbury Financial Services INC for one year. 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 approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Chad Webber is a CFP® professional with seven years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2019. His prior work experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies supported by a nationwide network of over 23,000 financial advisors.