Kimberly Jones is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for eleven years at Liberty Independent School District. Outside of her advisory role, she has served as a high school counselor for Liberty ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Jack Montalbano is a financial advisor with Edward Jones in Beaumont, TX, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held roles at Men's Wearhouse, Wickland Express Company, Northwestern Mutual, and engaged in activities related to JW's Patio and Texas A&M University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a significant national presence with over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Tina Lombardo is a financial advisor with Edward Jones in Beaumont, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Edward D. Jones & Co., L.P. for 31 years. Outside of her advisory work, she is involved in oil and gas enterprises through Ballard Energy and ETX Energy. 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 national network of financial advisors. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and proprietary investment products under a fiduciary standard.

Daniel Montalbano is a financial advisor at Edward Jones in Beaumont, TX, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Shannah Quinn is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at J. Lawton Consulting and Heartland Bank. 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 and offers a range of advisory programs, investment strategies, and affiliated services through a nationwide network of financial advisors and branch offices.