Elizabeth Umstead is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has previously worked at Kennedy Wealth Management, First Command Advisory Services, and Access Health Care Physicians, LLC. Outside of her advisory work, she is involved as a co-trustee of the Michael (Roberts) and Elizabeth Umstead Family Trust and participates in direct marketing through Amway. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers various investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Michael Umstead is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at First Command in various advisory and brokerage roles and spent 16 years with the U.S. Department of Transportation/Federal Aviation Administration. He is involved with the Aerolegacy business, assisting with administration and marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.