Theo Georgelos is a financial advisor at Edward Jones with nine years of industry experience. He previously worked at Charles Schwab for ten years before joining Edward Jones in 2024. Georgelos holds the Series 66 designation and is based in Greenwood Village, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and proprietary investment products.

Christy Coffman is a financial advisor at Edward Jones in Greenwood Village, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, she worked with the Sisters of Charity of Leavenworth from 2012 to 2018. She has also invested as an executive producer in a film project. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.