Kyle Newbold is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. He has been with Edward Jones since 2016, following prior roles at Farmers Financial Solutions and Farmers Insurance Group. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelly Newbold is a CFP®-certified financial advisor with Edward Jones, based in Republic, MO. She has four years of industry experience and previously worked for Jack Henry & Associates for eleven years before joining Edward Jones in 2021. 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 and offers a broad range of advisory programs, combining extensive retail advisor coverage with affiliated capabilities such as trust services and proprietary investment products.