Katie Helmstadter is a CFP® and ChFC® affiliated with Edward Jones, where she has worked for 10 years. She holds the Series 66 designation and has a decade of industry experience. Outside of her advisory role, she is involved with Pagels Destination, a restaurant in Athens, WI, where she has bartended since 2015. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs. The firm manages over $1 trillion in assets through a widespread network of financial advisors and offers various investment strategies, including discretionary and non-discretionary wrap fee solutions and separately managed accounts.

Connor Finucan is a financial advisor at Edward Jones with the Series 66 designation and one year of experience at the firm. His prior work history includes roles at Tactical Search and Recruitment, Angi Services, Midwest Communications, Inc., and Rembrandt Commercial Cleaning. Edward Jones is a full-service wealth management firm serving 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 under management and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.