Lisa Rodriguez is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at SDC CPAs LLC and Primerica Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Giana Ferrari Ayers is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2020 and has been president of the consulting firm Ferrari Resource Group, Inc. since 2013. Ayers is also involved in community support through her ownership of Neighborly Way, which provides counseling, resources, education, and social opportunities to community members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Richard Ferrari is a financial advisor at Edward Jones in Wheaton, IL, with 31 years of industry experience and holding Series 63 and Series 65 designations. He has been with Edward Jones since 1999. Outside of his advisory role, he is involved in real estate management and brokerage. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.

Barbara Franks is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branches, as well as affiliated capabilities beyond advisory services.