Carter Norris is a financial advisor at Edward Jones with one year of experience in the industry. He holds the Series 66 designation and previously worked at SCA Transaction Services LLC, RSM US LLP, and PwC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Jessica Koppe is a financial advisor with Edward Jones in Steamboat Springs, CO. She holds the CFP®, ChFC®, and Series 66 designations and has 15 years of experience at Edward Jones. Outside of her advisory work, she provides financial planning and coaching through the Western Slope Opportunity Program with United Way. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive national network of advisors and branches, as well as its affiliated capabilities including a trust company and securities-based lending.