Phillip Cox is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Sherman, IL. 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 wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Lucas Turner is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 and Series 63 designations and has prior experience at Country Trust Bank, Country Capital Management Company, Country Insurance Affiliates, and Horace Mann. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.

Wendell Sheeley is a financial advisor with Edward Jones in Sherman, IL, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones in 2025, he worked with Northwestern Mutual Wealth Management and related firms in various capacities during 2023 and 2024. Before entering the financial sector, Sheeley spent 18 years with the State of Illinois Department of Human Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets, offering discretionary and non-discretionary investment solutions alongside affiliated mutual funds and trust services.