Chad Winklepleck is a financial advisor with Edward Jones in Oregon, Wisconsin, holding the Series 63 designation and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as Vice President of the local Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Sarah Carpenter is a financial advisor at Edward Jones with six years of industry experience. She previously worked at MSA Professional Services for eight years before joining Edward Jones in 2018. Outside of advising, she serves as president of Carpenter Family LLC, which manages family expenses and compensation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jodie Poe is a Series 66-licensed financial advisor at Edward Jones with six years of experience at the firm and a total of five years in the industry. Prior to joining Edward Jones in 2020, Jodie worked at SSM - St Mary's Hospital from 2017 to 2020 and at Stoughton Hospital from 1998 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.