Tracy Milanese is a CFP® and Series 66 licensed financial advisor with Edward Jones in Phoenix, AZ, where she has worked for 12 years. She serves on the board at Madison Rose Lane Elementary in Phoenix. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, incorporating discretionary and non-discretionary strategies, and is notable for its large retail advisor network and affiliated financial capabilities.

Toby Prestegaard is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has worked at several firms, including Robert W Baird, PNC Investments LLC, and Raymond James Financial Services, before joining Edward Jones in 2025. Based in Phoenix, AZ, he holds Series 66 and Series 63 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.