Jason Younts is a financial advisor at Edward Jones in Wilmington, NC, with five years of industry experience. He holds a Series 66 designation and previously spent 23 years at Ocean City Chevrolet. Outside of his advisory role, he is involved in several closely held business ventures, including real estate investment LLCs and a general consulting LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers fiduciary advisory services alongside affiliated capabilities such as a trust company and proprietary funds.

Carolyn Finick is a CFP® and Series 66-registered advisor with eight years of industry experience. She has worked at Edward Jones since 2026 and previously spent ten years at UBS Financial Services Inc. 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 national network of financial advisors and branch offices.