Anna Swartz is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked for Regions Bank for eight years. Swartz also served at Pasco Hernando State College for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Tonia Warncke is a financial advisor at Edward Jones in Spring Hill, FL, holding ChFC® and Series 66 credentials with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds, operating under a fiduciary standard.