Chad Currie is a CFP® professional at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Miles ISD for five years. Outside of his advisory role, Currie is co-owner of an interior design retail business and two land-related investment and construction ventures in San Angelo, TX. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Sarah Lance is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to her advisory role, she was involved with San Angelo Friends of the Environment and worked at Target for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Travis Taylor is a CFP® and ChFC® who has worked with Edward Jones since 2018, bringing seven years of industry experience. Prior to joining Edward Jones, he spent ten years at Angelo State University. Outside of his advisory role, he owns a single-family rental property in San Angelo, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.