Ronald Ellis Jr. is a financial advisor at Edward Jones with 26 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of his advisory role, he serves as a flotilla staff officer with the United States Coast Guard Auxiliary in Fairhaven, MA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors. 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.

William Swerdlick is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones. His prior experience includes positions at MFS Fund Distributors, Inc., Rarebreed Veterinary Partners, Raymond James/Cornerstone Financial Partners LLC, and Crestwood Advisors. 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 and offers a range of investment advisory programs with a network of over 23,000 financial advisors nationwide.