Stephen Randolph is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014, working in their Bristol, RI office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds.

Jesse Rathier is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at LPL Enterprise LLC and Fidelity Investments. Outside of his advisory role, he is involved with Penrose Realty, where he provides mortgage and real estate services. Edward Jones is a wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies and manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.