Laudente Gallegos III is a CFP® certificant with six years of experience in financial advising, currently serving at Edward Jones since 2018. Prior to his role at Edward Jones, he worked at Morgan Run Country Club and also operated as a rideshare driver for Uber and Lyft. 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 strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Kim Shoesmith is a financial advisor with Edward Jones in San Diego, CA, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, she performs with the band One Day Closer. 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 programs, including managed solutions and separately managed accounts, and maintains a broad advisor and branch network across the United States.

Cody Lenahan is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Golden State Orthopaedics and San Marcos Unified School District. 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 strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Michael Ortiz is a CFP® professional with 10 years of experience at Edward Jones, where he has worked since 2016. He holds a Series 66 license and operates out of San Diego, CA. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.