Scott Lee is a CFP® with 27 years of industry experience and has been with Edward Jones since 1998. He serves as a board member and on the finance committee for OCI, Inc., a nonprofit organization based in Colorado Springs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services and maintains a large nationwide network of financial advisors and branch offices.

Cynthia Spinning is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc. and Primerica Advisors. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Mc Connaughey is a financial advisor with Edward Jones in Lecanto, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Pavion and has experience in web development and small business ownership, including managing an Etsy shop and a party services company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets.

Douglas Reeb is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on helping clients establish holistic financial plans that may include tax-efficient investing strategies. He emphasizes transparency, experience, and trustworthiness in his approach to guiding clients toward their financial goals. Prior to joining Fidelity, Douglas worked as a Senior Financial Advisor at Merrill Lynch from 2010 to 2022. His professional experience spans over a decade in financial advisory services, where he has developed expertise in investment planning and client education. Douglas is committed to supporting clients through a code of ethics and effective investment options provided by Fidelity. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Kristen Daniel is a financial advisor with Edward Jones in Lecanto, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked eight years at Davis Financial Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Eiler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a broad range of clients, including individuals, corporations, institutions, pension funds, and charitable organizations. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by extensive research and analytics.