Melissa Stockman is a ChFC® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is listed as the owner of an LLC established for personal financial planning purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Heather Allman is a Series 66 licensed financial advisor with 17 years of industry experience. She currently works at Raymond James Financial Services Advisors Inc. and previously spent 10 years at Edward Jones. Outside of her advisory role, she owns Allman Enterprises LLC, a support company involved in managing payroll and business expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting services.