Warren Moore is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary investment options, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Patti Puckett is a CFP® professional with 28 years of experience, currently serving at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Outside of her advisory role, she operates a hobby business selling antiques and collectibles with her husband and sells clothing and jewelry through an online platform. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement, focusing on clients with at least $1 million in investable assets. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated entities.