Nazaree Jackson is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. He held previous positions at Financial Advocates Investment Management, Strategic Wealth Advisors Group, and LPL Financial, and also worked at Edward Jones from 2003 to 2017. Outside of advisory work, he is involved with Jackson Enterprise LLC, managing real estate transactions in Redmond, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Heather Rukavina is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Pacific Life Insurance Company and Symetra Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm has a large national network of advisors and offers affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

Jacquelyn Hayes is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at California Polytechnic State University from 2014 to 2020 and has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gene Mcabee is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2012. Outside of his advisory role, he owns two lots at The Palms RV Resort in Yuma, Arizona. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Lucas Munds is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in residential construction and business services roles. He has also been involved as a billing and scheduling consultant for a residential custom builder. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Clayton Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Linsco / Private Ledger since 2002 and previously at Morgan Stanley from 1998 to 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, portfolio management, and retirement advice solutions, supported by advanced operational tools and a large network of over 22,800 advisors.

Robert Shipe is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones for ten years. Outside of his advisory work, he also manages a janitorial business, Absolute Janitorial, and runs his own financial services firm, Wilde Wealth Management Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures, third-party money managers, and discretionary and non-discretionary account management.

Regina Krumland is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. She is based in Atascadero, CA, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she works as an instructor for the City of Atascadero. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs with both discretionary and non-discretionary strategies, operating under a fiduciary standard.

Deanna Richards is a Series 66-licensed financial advisor with Edward Jones, based in Los Osos, CA, and has 15 years of industry experience. She has been with Edward Jones since 2010. Richards serves as a board director for the San Luis Obispo Symphony, where she advises and assists with governance and policy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering various advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Jacob Nichols is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 13 years of industry experience. He previously worked at Merrill and Bank of America from 2017 to 2019, and Wells Fargo Advisors from 2014 to 2017. Outside of finance, Nichols owns and operates a family farm business, 2 Peas in a Pod / Mama's Preserves, which sells fruits, vegetables, and canned preserves. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.