Anna Hale is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and three years of industry experience. She previously worked at Fortegra and held various roles at Florida State University, including Facilities Supervisor and Student Affairs employee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and offices.

Grace Cassada is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, she was involved in event planning with Monarch Event Planning and worked at Aqua Wave Express Car Wash. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Hale is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.