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Kenneth M

CFP®, Series 63, Series 66

Rockwall, TX

Edward Jones

Kenneth Mc Kelroy is a CFP® professional with 21 years of experience, currently serving as a financial advisor at Edward Jones since 2004. He is based in Rockwall, TX, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is associated with FPAH Holdings, a rental property business related to Four Paws Animal Hospital in Rowlett, TX. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Wendy A

Series 66

Rockwall, TX

Edward Jones

Wendy Adkins is a Series 66-licensed financial advisor with Edward Jones in Rockwall, TX, where she has worked since 2011. She has 12 years of industry experience. Outside of her advisory role, she serves as president and secretary of a construction company run by her husband, contributing administrative support on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs. The firm manages approximately $1.01 trillion in assets and has a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Dyne B

CFP®, Series 66

Rockwall, TX

Edward Jones

Dyne Buckley is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Rockwall, TX, with five years of industry experience. Prior to joining Edward Jones in 2021, Buckley worked at ExxonMobil for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Thomas H

Series 63, Series 66

Rockwall, TX

Edward Jones

Thomas Hosey is a financial advisor with Edward Jones in Rockwall, TX, holding Series 63 and Series 66 designations and 35 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, Hosey is involved in aviation and property management through several business interests, including a partnership in TJH Aviation and leadership roles in Greenville Blue Sky Holdings, LP and Hosey Enterprises, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and a securities-based lending option, supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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