Timothy Furbush is a CFA® charterholder with Series 66 and Series 63 licenses, currently serving as a financial advisor at Edward Jones in Worcester, MA. He has four years of industry experience, including 14 years at State Street Corp prior to joining Edward Jones. Furbush has reported coaching income related to activities with NextJump Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Lisa Casillo is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2009. Casillo is also an author of the industry-related book "How to Not Die Broke." Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.