Elizabeth Smith is a financial advisor with Edward Jones in Camden, Arkansas, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones since 1999. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts.

Karen Peterman is a financial advisor at Raymond James Financial with five years of industry experience. She holds the Series 66 designation and has worked with Wilson Coker Meyers, LLC and its affiliated group since 2019. Peterman is a partner at Wilson Coker Meyers, LLC, which operates as a support business connected to her advisory role. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies through client collaboration and a range of implementation options.

William Smith is a financial advisor at Edward Jones with 15 years of experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, operating under a fiduciary standard, and is notable for its large network of advisors and branch offices as well as affiliated capabilities beyond advisory services.