Jeannie Whipple is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, she worked for 17 years at The University of Kansas Hospital. Outside of her advisory role, she is also a registered nurse practicing occasionally on weekends. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Nicole Macek is a financial advisor at Edward Jones with a Series 66 designation. She has one year of experience in the financial industry, having joined Edward Jones in 2026 after a 28-year career at Walgreens Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services through a large national network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Tunde Nagy is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Oppenheimer & Co. Inc, and Morgan Stanley Private Bank, National Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network as well as additional services such as a trust company and securities-based lending.

Joshua Nelson is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and one year of experience at the firm. His prior work includes roles within the Department of the Navy at multiple commands and Jacobs Engineering Group Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.