Lee Donaldson is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2019, he served at the US Navy Air War College from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

Barbara Ferrara is a Series 66-licensed financial advisor with Edward Jones in Madison, Alabama, where she has worked since 2013. She has nine years of industry experience. Outside of her advisory role, she owns and operates Intuitive Therapy by Barbara, a massage therapy business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of needs. The firm manages over $1 trillion in assets through a large network of advisors and offers diverse investment strategies and affiliated financial services.

Justin Wright is a CFP® professional with seven years of financial industry experience, currently serving as an advisor at Edward Jones since 2019. Prior to his advisory role, he worked for ten years at the Missile Defense Agency. Outside of finance, he is a co-owner and investor in a moving company based in Huntsville, AL. 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 strategies and is notable for its large national network of advisors and branch offices, as well as affiliated services including trust, mutual funds, and securities-based lending.

Thomas Mitchell is a Series 66-licensed financial advisor with Edward Jones, based in Madison, AL. He has one year of experience in the industry and previously worked for TJX Companies for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.