Julie Wise is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karis Holnagel Frey is a financial advisor at Edward Jones in Winchester, VA, holding a Series 66 designation with 1 year of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Jay Smith is a financial advisor with Edward Jones in Winchester, VA, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Outside of his advisory role, Smith serves as President and CEO of Catch and Unleash Productions Inc, a faith-based concert ministry, and has participated as a corner and track marshal at various motorcycle racing events including Daytona and MotoAmerica. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a large nationwide network of advisors and branch offices.

Shanika Mc Cloud is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 credential and has worked previously at Morgan Stanley Private Bank, Centaurus Financial Inc., and US Bank. Outside of her advisory role, she owns Edibly Green LLC, a business focused on all-natural skin care products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.