Jack Giamportone is a CFP® professional with 34 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Joshua Slezak is a CFP® and holds a Series 66 license, working with Edward Jones in Chapel Hill, NC. He has six years of industry experience, including roles at Edward Jones since 2019 and prior work at Lindenwood University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Rayburn is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to entering financial services, Rayburn worked for the National Aeronautics & Space Administration from 2018 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Marissa Giamportone is a financial advisor at Edward Jones with a Series 66 license and two years of industry experience. Prior to joining Edward Jones, she worked at Reynolds & Reynolds and has diverse experience including roles at Club Pilates and Tama Tea Company. She has also participated in Pew Research Center surveys. 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 network of financial advisors and branch offices nationwide.