Jonathan Hodges is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones in 2025, he worked for the Naval Supply Systems Command and the Naval Sea Logistics Center from 2010 to 2025. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Leo Ritter is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has been with Edward Jones since 2004. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient solutions.

Franklin Raines Jr. is a financial advisor with LPL Financial, holding Series 65 and 66 credentials and bringing 25 years of industry experience. His prior experience includes roles at Royal Alliance Associates, Inc. and Morgan Stanley DW Inc. Outside of finance, he is active as a part-time entertainer and actor, serves as a church pastor performing wedding ceremonies, and works as a USA Swimming official. 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 portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced operational tools.

Cody Smith is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior work includes roles at Nalu Surf Bar and Rusty Rudder, as well as positions within the Cape Henlopen School District and the University of Delaware. Outside of his advisory role, he is involved in managing short-term rental properties in Rehoboth Beach, Delaware. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Lester Dennis is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Clearing. Outside of his advisory work, he is involved in farm and timber land ownership in Snowhill, MD, which he manages jointly with his spouse. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer strategies. The firm’s approach combines proprietary research and planning tools with flexible implementation choices across brokerage and advisory programs.

Ann Crehan is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has worked within the firm and its predecessor entities since 2010. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner support and online tools to provide diversified portfolio management and advice across workplace and retail channels.

Joseph Schroen is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Advisors LLC since 2013. Schroen is also the owner and president of CFS Tax Solutions, a tax and Medicare consulting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party money managers, and various program structures.