Michelle Kennedy is a CFP® professional with 31 years of industry experience. She has worked at Edward Jones in Richland, WA since 2002. Outside of her advisory role, she is a member of KM Kennedy LLC, a commercial real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Craig Marcum is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 designation. His prior roles include positions at Richard Bartlett and Waddell & Reed, Inc. Outside of his advisory work, Marcum officiates college and high school basketball games through several sports officials associations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.