Terence Tabile is a financial advisor at Edward Jones in New York, NY, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones, he worked at Park Avenue Capital and Morgan Stanley. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Regina Suki Moran is a CFP® professional at Edward Jones with 27 years of industry experience. Her career includes roles at Citigroup Global, JPMorgan Chase Bank NA, Tiaa, Merrill, and Banc of America Investment Services. She is based in New York, NY, and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds. The firm manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Nicolette Fallisi is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, with prior roles including positions at Roger Williams University and Horseshoe Inn Bar & Grill. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets, and offering a wide range of advisory programs and investment solutions through a nationwide network of advisors.

Kenneth Sacks is a financial advisor at Edward Jones with 33 years of industry experience. He previously worked at Citigroup Global Markets for 29 years before joining Edward Jones in 2026. Outside of his advisory role, he is a silent partner in The World of Whales, a retail store. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Jeremy Dickstein is a financial advisor at Edward Jones in New York, NY, holding Series 63, 65, and 66 licenses with 31 years of industry experience. Prior to joining Edward Jones in 2023, he worked at various firms including Elite Consulting Partners, 1West Commercial, and Guardian Life Insurance Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Anthony Shaw is a financial advisor at Edward Jones in New York, NY, holding Series 63, Series 65, and Series 66 designations with 26 years of industry experience. Prior to Edward Jones, he worked at Brown Brothers Harriman & Co for eight years. Shaw is involved as a limited partner in sustainable investing and mid-small cap equity investment ventures, though he holds no operational responsibilities in these roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.