Christopher Moss is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is based in Lakewood Ranch, FL, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of advisors.

Theresa Phelps is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Investment Distributors Inc and Protective Life. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets.

Ashley Scott is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to joining Edward Jones, Scott held roles at Centaurus High School and the City of Lafayette. Outside of financial advisory work, Scott is involved in youth athletics coaching, including positions with the City of Lafayette, Westbrook Stingrays, and SRQ Tsunami Swim Team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.