Michael Swanson is a CFP® and holds a Series 66 license, with five years of industry experience. He has worked at Edward Jones since 2015, including a current tenure beginning in 2021, and previously spent time at the University of Arkansas and the Startup Junkie Foundation. Outside of his advisory role, he participates as an independent contractor in marketing research through the Field Agent app. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide spectrum, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donald Swanson is a financial advisor at Edward Jones in Joplin, Missouri, with 47 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1979. Outside of his advisory role, he serves on the board of the Joplin R-8 Foundation, which provides guidance for student needs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Seth Reed is a financial advisor at Edward Jones in Joplin, MO, holding a Series 66 designation and bringing experience from several roles including ownership of Exemplify LLC, where he worked as a health insurance broker. He has also worked in other capacities such as a server at First Watch. Reed’s background includes time as a self-employed professional and roles with multiple financial services firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Samuel Robertson is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2016 and previously worked at Experimac and Missouri Southern State University. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.