Brian Creencia is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Fort Collins, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stefanie Creencia is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She previously worked for 11 years at Raymond James Financial Services Advisors Inc. In addition to her advisory role, she is an associate at First Investments and Planning, serving as an advisor in a bank branch. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Joel Maly is a financial advisor at Edward Jones in Fort Collins, CO, holding a Series 66 designation with one year of industry experience. He has worked at Edward Jones since 2024 and has prior experience with firms including Tall Tree Administrators, Small Business Agency Cooperative, and Free Market Administrators. Outside of his advisory role, he is a co-owner of Nichole Maly Income Tax Solutions, a tax preparation and planning business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.