Mara Wessell is a financial advisor with Edward Jones, holding the CFP® designation along with Series 63 and Series 65 registrations. She has 24 years of industry experience, including 17 years with Cantella and Co., Inc. Mara is based in Hampstead, NC. 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.

Christopher Rosa is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, he served with the Town of Lloyd Police Department and the Town of Poughkeepsie Police, retiring in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Jeffrey Morgan is a financial advisor with Edward Jones in Hampstead, NC, holding a Series 66 designation and eight years of industry experience. He joined Edward Jones in 2017 after two years at Kinetic Equity, LLC. Outside of his advisory role, he is co-manager of Anderson Morgan, LLC, a commercial property business in Wilmington, NC. 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, supported by a large network of financial advisors and branch offices nationwide.