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Alishia O

Series 66

Moab, UT

Edward Jones

Alishia Oliver is a financial advisor at Edward Jones in Moab, UT, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Moab Bit & Tool and the Grand County government, as well as a long tenure with the Canyonlands Natural History Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Public Service Employee
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Shalee H

Series 63, Series 66

Moab, UT

Edward Jones

Shalee Bryant is a financial advisor at Edward Jones with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LATAM Equipment Company and FIDELITY Brokerage Services LLC. In addition to her advisory role, she is a general partner at HBW Partners LLP, a limited liability partnership based in Moab, UT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Family Business Business ownership considerations ESG / Sustainable investing Founder/Business Owner
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Jordan K

Series 66

Moab, UT

Edward Jones

Jordan Killen is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2025, he worked at Morgan Stanley, E*TRADE Capital Management LLC, and E*TRADE Securities LLC. His background also includes a lengthy tenure at Chili's under Brinker Nation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies alongside affiliated mutual funds and trust services.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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