Rochelle Moore is a CFP® professional with seven years of experience as a financial advisor at Sound Financial Solutions, Inc. She is also the owner and president of Save Moore Tax & Accounting Services, Inc., a CPA firm providing accounting, payroll representation, and tax preparation and consulting services. Sound Financial Solutions serves a small client base of individuals and businesses, offering financial planning and consulting in areas such as investment, retirement, education, and estate planning. The firm focuses on planning and recommendations rather than discretionary portfolio management.

Alec Martin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. He has prior work experience at Illinois State University and ADM. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Harrold II is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been associated with Cetera since 1991 and has operated Harrold Financial Consulting since 2011. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and a range of program options.

Bryce Starkey is a CFP®-designated financial advisor with Edward Jones in Clinton, IL, where he has worked for 11 years. He holds a Series 66 license and focuses on wealth management within the firm. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kim O'donohue is a financial advisor at Edward Jones with 21 years of industry experience. O'donohue holds Series 63 and Series 65 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.