Anthony Krance is a CFP® professional with 17 years of experience in financial advising. He is the principal of Circle R Wealth LLC, an independent firm he has led since 2009. In addition to his advisory role, he operates a sole proprietorship that provides insurance products and services. Circle R Wealth LLC offers asset management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing various strategies including model portfolios through third-party managers, with most client assets managed on a non-discretionary basis.

Lea Schneider is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.