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Ross M

Series 66, Series 63

Hermosa Beach, CA

Edward Jones

Ross Mc Knight is a financial advisor at Edward Jones with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Symmetry Financial Group and J.P. Morgan Securities LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sarah S

Series 66

Hermosa Beach, CA

Edward Jones

Sarah Slay is a financial advisor with Edward Jones in Hermosa Beach, CA, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2018, with prior work experience at Lexington Treatment Associates and Jennifer Schoonmaker-Dasch. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

General retirement planning Retired Founder/Business Owner Executive
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Joanna L

Series 66

Hermosa Beach, CA

Edward Jones

Joanna Lampkins is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Northrop Grumman Corporation for 12 years. She serves as assistant treasurer for Grace Orthodox Presbyterian Church in Carson, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a variety of segments. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Attorney Technology Professional Women Professionals
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Nicholas P

CFP®, ChFC®, Series 63, Series 66

Hermosa Beach, CA

Edward Jones

Nicholas Pennino is a CFP® and ChFC® credentialed financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved with self-storage and industrial real estate businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a large national network of financial advisors and branch offices.

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Founder/Business Owner Technology Professional Women Professionals
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