Caleb Nickell is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Avantax Investment Services, Inc., and operated his own wealth management firm. Outside of advising, he owns Nickell Holdings LLC, a commercial real estate business involved in passive investing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Jennifer Triplett is a CFP®-certified financial advisor with 15 years of industry experience. She is currently affiliated with Ameriprise, where she has worked since 2026, following a 15-year tenure at The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines research-driven recommendations with a focus on dependable income and tax-aware withdrawal strategies.

Anzhelika Prosise is a financial advisor at Ameriprise with six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Huntington Investment Company and Huntington National Bank. Outside of her advisory role, she has been involved with Tn Express LLC since 2017. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Williams is a financial advisor with Edward Jones in Circleville, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2026, he worked with Nationwide and its affiliated firms from 2014 to 2025. Outside of his advisory role, he is a partner in K&R Beach Bums LLC, where he produces drone videos used by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.