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Kim S

CFP®, ChFC®, Series 63, Series 66

Indianapolis, IN

Edward Jones

Kim Stevenson is a financial advisor at Edward Jones with 28 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 1997. Outside of her advisory role, she is a certified pickleball coach based in Indianapolis, IN. 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 and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Ryan Y

Series 63, Series 65

Indianapolis, IN

Edward Jones

Ryan Yocum is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones in 2025, he worked at Everwise Credit Union (LPL), Bankers Life, and owned Long Range Stables, an equine boarding and training business in Danville, Indiana, where he continues to manage horse boarding and lessons. Edward Jones is a wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment solutions.

Retirement income strategy Early retirement planning Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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