Richard Passanisi Jr. is a financial advisor at Edward Jones in Newton, MA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at the Department of Justice from 2018 to 2021 and at the Cook County State's Attorney's Office from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of various net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Kelley Bangs is a Series 66-licensed financial advisor with Edward Jones in Newton, MA. She has been with Edward Jones since 2005, totaling 21 years at the firm and 4 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Matthew Barrand is a CFP® and Series 66-licensed advisor with Edward Jones, based in Newton, MA, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked at the Missouri Department of Natural Resources from 2020 to 2022 and held roles in education and engineering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.