Jaimee Carnes, CFP®, is one of the lead advisors at ElderAdo Financial, where she works as part of a collaborative team helping individuals and families make confident, values-aligned financial decisions. Jaimee specializes in retirement planning, investment management, and guiding clients through complex life transitions with clarity and care. Known for her thoughtful, relationship-driven approach, she partners closely with clients to build practical, sustainable strategies aligned with their long-term goals. Jaimee believes effective financial planning should feel personal, empowering, and grounded in trust.

Jim Elder is a seasoned fiduciary financial advisor based in Montrose, Colorado, with over 33 years of experience in wealth management. Registered with Elderado Financial, an SEC-regulated Registered Investment Advisor (RIA), Jim specializes in retirement planning, tax optimization, estate planning, and real estate investing. Over his career, he has managed $240 million in assets under management, guiding predominantly retired clients. Jim’s approach is grounded in trusted, client-centered fiduciary advice, helping individuals and families achieve financial confidence and long-term security.

Nathan Manes is a financial advisor at Elderado Financial, Inc. in Montrose, CO, holding Series 63, Series 65, and CFP® designations with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management and Consolidated Electrical Distributors. Elderado Financial provides personalized financial planning and discretionary investment management to individuals, trusts, endowments, and charitable organizations, managing approximately $195 million in client assets. The firm emphasizes client education and outreach through regular communications and educational workshops, with a focus on philanthropy and tailored advisory relationships.

Daniel Meyers is a financial advisor with Adventure Wealth Advisors in Ridgway, Colorado. He holds a Series 65 designation and has six years of industry experience. Meyers has worked at Adventure Wealth Advisors since 2019 and was involved with Recapture Lodge from 2019 to 2021. He serves on a community board in an uncompensated capacity. Adventure Wealth Advisors provides investment management and financial planning to individuals, families, trusts, and closely held businesses. The firm uses a fee-only model grounded in modern portfolio theory, employing primarily low-cost index funds, and offers regular educational seminars on budgeting, savings, and investing.

Lisa Durant is a Series 66-licensed financial advisor with seven years of industry experience. She currently leads Lion’s Eye Wealth LLC, an independent advisory firm, and has prior experience at Morgan Stanley Private Bank and High Country Capital Management. Outside of advising, she contributes written thought pieces to several media publications. Lion’s Eye Wealth LLC manages approximately $7 million in discretionary assets for a small client base including individuals, high-net-worth clients, trusts, estates, family offices, and businesses. The firm employs both active and passive strategies and offers a range of planning services within its asset-based advisory relationships while providing educational seminars and access to select private funds.

Frederick Winston is a financial advisor at Winvest Investments L.P. in Montrose, Colorado, holding a Series 63 designation with 30 years of industry experience. He has been with Winvest Investments since 1996. Outside of his advisory role, he serves as president and managing partner in several private investment and non-investment related entities, including Flying W Inc. and Crank Key Corp. Winvest Investments provides ongoing investment supervisory and portfolio management services to individuals, trusts, and privately held businesses. The firm combines fundamental analysis with technical approaches and asset allocation to develop individualized investment policies, and manages accounts through both discretionary and non-discretionary strategies.

Jason Napoli is a ChFC® with 15 years of industry experience, serving as President and Principal at High Country Capital Management since 2012. He is based in Montrose, Colorado, and holds Series 63 and Series 65 licenses. High Country Capital Management serves individuals, business owners, qualified retirement plans, trusts, estates, and charitable organizations, offering financial and investment planning, asset allocation, portfolio management, and retirement-plan consulting. The firm employs a collaborative investment process that integrates Modern Portfolio Theory with fundamental and technical analysis, utilizing diversified portfolios of mutual funds, ETFs, bonds, and select individual securities.

Craig Wolverton is a financial advisor at Four Seasons Investment Advisors, Inc. in Montrose, CO, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Four Seasons Investment Advisors since 2005 and Oberlin Financial Corp. since 2004. Four Seasons Investment Advisors provides portfolio management and financial planning services to individuals, trusts, estates, and business entities, managing approximately $108.9 million in assets. The firm emphasizes broad asset allocation, low-cost funds, global diversification, and periodic rebalancing, and offers a Co-Advisor program that integrates third-party discretionary managers alongside financial planning addressing mortgage and debt evaluation.

Joseph Maslowski is a financial advisor at Capital Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Asset Management since 2018. Prior to that, he worked at First Western Bank. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement plan advisory services. The firm employs a multi-faceted investment process combining fundamental, technical, cyclical, and economic analysis and uses both long- and short-term strategies alongside strategic asset allocation.

Justin Mckenna is a financial advisor at High Country Capital Management in Montrose, CO, holding a Series 65 credential with 15 years of industry experience. He has been with High Country Capital Management since 2007. High Country Capital Management serves individuals, business owners, qualified retirement plans, trusts, estates, and charitable organizations by providing financial and investment planning, asset allocation, and ongoing portfolio management. The firm employs a collaborative investment process that integrates Modern Portfolio Theory with fundamental and technical analysis, supported by a systematic manager-research approach.

Bert Miller Jr. is a financial advisor at Miller Wealth Advisors, LLC with 43 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Miller Wealth Advisors since 2014. Miller holds active CPA and insurance licenses in Texas but is not currently engaged in accounting or insurance sales. Miller Wealth Advisors provides fee-only investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a tailored, balanced investment approach combining fundamental, technical, and cyclical analysis with third-party research to construct asset allocations aligned with client objectives.

Adam Miller is a CFP® and holds a Series 65 license with 18 years of industry experience. He has worked at Elderado Financial, Inc. since 2007 and has been with Perspective Financial, LLC since 2018. Elderado Financial provides personalized financial planning and discretionary investment management to individuals, trusts, endowments, and charitable organizations, managing approximately $195 million in client assets. The firm emphasizes client education and outreach through written communications, educational workshops, and specialized philanthropic services.

Betty Tomlinson is a financial advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado, with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Cimarron Wealth Management and affiliated firms since 2014, as well as at LPL Financial LLC. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm’s investment approach emphasizes value-oriented investing and strategic asset allocation, using model portfolios and a mix of mutual funds, ETFs, and individual securities tailored to client objectives.

Kevin Sanderford is a financial advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado, with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cimarron Wealth Management and LPL Financial since 2005. Outside of his advisory work, he has been involved in several business entities for tax and investment purposes. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation through tailored strategies using mutual funds, ETFs, individual securities, and offers fiduciary consulting and public educational seminars.

Brian Dow is a financial advisor with Cimarron Wealth Management, Inc. in Montrose, CO, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Gateway Wealth Partners, LPL Financial, Adviser's Pride, and Edward Jones. Outside of his advisory work, he serves as a Planning and Zoning Commissioner for the City of Rifle and is the Head of School at Liberty Classical Academy. Cimarron Wealth Management provides investment advisory and planning services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm offers tailored asset management and financial planning with a primarily value-oriented, long-term investment approach, complemented by public educational seminars and workshops.

Adlai McMahon is a financial advisor at Cimarron Wealth Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cimarron Wealth Management since 2024, with prior experience at Paychex Securities Corporation and Paychex, Inc. McMahon volunteers as a DJ responsible for music at KBUT Community Radio in Gunnison Valley. Cimarron Wealth Management provides investment advisory and planning services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm offers tailored advisory services using a primarily value-oriented long-term approach and conducts public educational seminars and workshops.

Ashley Dejulio is a financial advisor at Cimarron Wealth Management, Inc. with five years of industry experience. She holds a Series 65 credential and has been with Cimarron Wealth Management since 2018. Outside of her advisory role, she is the sole owner of Southmont Solutions CPA, LLC, a business focused on accounting and tax preparation services. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation, tailoring strategies to client objectives and offering fiduciary consulting and management services.

Connor Visser is a financial advisor at Uptick Partners, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for a decade before joining Uptick Partners in 2026. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach based on a derivative of Modern Portfolio Theory and integrates tax planning through its affiliation with Holistic Tax Solutions, LLC.

Kyle Kyburz is a CFP® with six years of industry experience, currently serving as an advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado. He has been with Cimarron Wealth Management and its predecessor, Colorado West Investments, since 2019, and also has experience with LPL Financial and Strategic Wealth Advisors Group. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation, tailoring strategies to clients’ objectives while offering discretionary and non-discretionary portfolio management alongside financial planning and fiduciary consulting.

Lincoln Anderson is a Series 65-registered financial advisor with Cimarron Wealth Management, Inc. in Montrose, Colorado, bringing five years of industry experience. Prior to joining Cimarron Wealth Management, he worked at Colorado West Investment, Inc. and has owned Lincoln W. Anderson, LLC, where he serves as a licensed attorney. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm’s investment approach focuses on value-oriented investing and strategic asset allocation, tailored to clients’ objectives, and also offers legal services through an affiliated attorney.

Michael Murphy is a CFP® professional with seven years of experience in financial advising, currently serving at Cimarron Wealth Management, Inc. in Montrose, CO. His prior roles include positions at LPL Financial and Strategic Wealth Advisors Group. Outside of advisory work, he has been involved with Financial Aid TV and Denver Seminary. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation, tailoring strategies to clients’ objectives and offering both discretionary and non-discretionary portfolio management.

Todd Heasty is a CFP® and Series 66-registered advisor with Cimarron Wealth Management, Inc. in Gunnison, CO, bringing four years of industry experience. Prior to joining Cimarron Wealth Management in 2022, he worked at Strategic Financial Management, Inc. and LPL Financial. He also has experience as a small business owner, operating a Scooter's Coffee franchise since 2017, and served nearly two decades with the Loveland Fire Rescue Authority. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm focuses on value-oriented investing and strategic asset allocation using model portfolios, tactical adjustments, and a mix of mutual funds, ETFs, and individual securities, with tailored strategies to meet client objectives.

Daniel Carnes is a financial advisor at Elderado Financial, Inc. in Montrose, Colorado, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Charles Schwab & Co., Inc. and U-Haul International before joining Elderado Financial in 2019. Elderado Financial is a SEC-registered advisory firm serving individuals, high-net-worth families, trusts, foundations, and charitable organizations. The firm offers customized financial planning and discretionary investment management through a multi-advisor team, emphasizing regular client communications, educational programs, and philanthropy-focused forums.

Janet Elder is a financial advisor with Elderado Financial, Inc. in Montrose, Colorado, holding 27 years of industry experience. She has been with Elderado Financial since 2003. Elderado Financial is a team of five advisors providing personalized financial planning and discretionary investment management to individuals, trusts, endowments, and charitable organizations. The firm manages approximately $195 million in client assets and offers services that include comprehensive financial plans, asset management, retirement and education planning, and ongoing portfolio oversight, with an emphasis on client education and philanthropic planning.

I help people who are near (or in) retirement with retirement income, Social Security and tax decisions, investing, and more. I've been doing this for over 20 years, and would love to talk. Get clarity on your finances. Figure out when you can retire, what you're on track for, how much you can spend, when to take Social Security, how to invest your retirement nest egg, and more. Whether we do detailed planning or you just want to ask some questions, you'll be better informed. We generally take stock of resources like Social Security or pension income, plus any assets earmarked for retirement, like IRAs and 401(k) plans. Then, we review your desired spending. All the while, we keep taxes, investment returns, inflation, and other factors top-of-mind. And we can run various what-if scenarios to take an optimistic or pessimistic view. How do we work together? It's your choice: Do it yourself, or have me handle your investments. You are not required to transfer assets or invest any minimum amount. Options include flat-fee or one-time project work, asset management, and other arrangements. Get a second set of eyes, ask a few questions online, get a quick investment review, or go with an ongoing relationship. With that information, you can make informed decisions. Can you retire early? How much can you spend after taxes? Does it make sense to pursue strategies like Roth IRA conversions (to avoid Medicare's IRMAA surcharges and manage taxes)? Are annuities worth looking at, and should you keep the products somebody else sold you? When it comes to investing, I favor a simple approach. Let's get things figured out so you can move on to more important things in life. Whether you prefer to spend time with loved ones, get outdoors, or enjoy other pursuits, completing those necessary financial tasks makes it easier. I earned an MBA and MSIS from the University of Colorado in 2003 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2010. I first got licensed with a financial firm in 2000. I also have the Retirement Management Advisor (RMA®) designation. In the past, I wrote as a freelance writer covering personal finance, loans, insurance, retirement, early retirement, and more for 20+ years. Let’s talk: Visit my website's Contact page to start the conversation! Read articles about retirement planning and learn more about Justin Pritchard here: https://www.approachfp.com/

Brandon Baker is a financial advisor with Sage Financial Group Inc. in Montrose, Colorado. He holds a Series 65 designation and has 10 years of industry experience, having been with Sage Financial Group since 2013. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management, financial planning, and family office services. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, with a distinctive role advising affiliated private pooled real-estate funds and providing related performance-based compensation structures.

David Schuttig is a financial advisor with Gladstone Wealth Partners, holding the CFP® and ChFC® designations and over 32 years of industry experience. He has worked previously with LPL Financial, Mutual Securities, Mutual Advisors, and AXA Advisors. Schuttig also provides investment advisory services through independent advisory firms affiliated with Gladstone Wealth Partners. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting with investment approaches tailored at the representative level, supported by platform-level due diligence and integrated retirement-plan services.

Andrea Hancock is a financial advisor at Integrity Alliance, LLC with one year of industry experience. She holds Series 63 and Series 65 designations. Her background includes roles at GLP Investment Services, LLC, Summit Life Group, University Bank, Hancock Insurance Agency, and the Altha Team at Keller Williams. Outside of finance, she spent over a decade running Reflections Web Design. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services through a large network of independent advisers managing approximately $5.4 billion in assets.

John Countryman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and 65 credentials and 28 years of industry experience. His prior work includes roles at LPL Financial, Raymond James & Associates, and Legg Mason Wood Walker. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, uses various technology platforms, and offers managed account solutions including its proprietary WealthSuite and access to third-party TAMPs.

James Hardesty is a financial advisor with Money Concepts Capital Corp in Montrose, Colorado, holding a Series 66 designation and 16 years of industry experience. He has worked at Money Concepts Capital Corp since 2014 and at Ashton Financial Group since 2007. Outside of his advisory role, Hardesty serves as a board member and director for Friends of Black Canyon National Park, a nonprofit organization focused on increasing awareness and visitor experience of the park. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a range of managed programs and applies fundamental and technical analysis alongside modern portfolio theory to manage assets for approximately 14,700 clients across its 431 advisors.

Thompson Hollo is a CFA® charterholder with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Medicine Bow Capital, and Wells Fargo Clearing. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with access to private funds and legacy strategies from multiple mergers.

Trevor Harrison is a financial advisor with Edward Jones in Montrose, Colorado, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Jensen is a financial advisor with Edward Jones in Montrose, Colorado, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at First Republic Investment Management and Wells Fargo Advisors. Outside of his advisory work, Jensen is involved with family farming enterprises and serves as vice president of a local homeowners association. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Angela Moyer is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to her current role, she was involved in photography and digital imaging, operating her own photography business specializing in landscape photography. She is also a notary in Montrose, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Deborah Handley Cordova is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her work history includes roles at Transamerica Financial Advisors, Inc., World Financial Group, Inc., Apria Healthcare, and the Layton City Police Department. She has also been involved with insurance and health benefits businesses alongside her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

Jeri Mattics is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Edward Jones since 2012. She is based in Montrose, CO. Outside of her advisory role, Mattics serves as a board member of the Maslow Academy of Applied Learning, contributing to community education discussions. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Christopher Cox is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked with both Raymond James Financial Services Advisors, Inc. and the Bank of Colorado since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary investment consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Scott Frazer is a CFP® professional with 16 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held roles at Rocky Mountain Strategic Capital Inc. and various insurance carriers. Outside of his advisory work, Frazer serves as president of Rocky Mountain Strategic Capital Inc. and is active as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions and supports advisors with research and technology tools.

Rhoda Hannenberg is a Financial Advisor with Thrivent Investment Management, holding a Series 66 designation and bringing three years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management Inc since 2022 and previously managed bookkeeping and retail activities. Hannenberg serves on the boards of the San Juan Christian Home Educators and the Valley Symphony Association, contributing to community and nonprofit efforts in Western Colorado. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and comprehensive written recommendations across various financial topics without portfolio management or institutional advisory services.

Christian Reichmann is a financial advisor with Edward Jones in Montrose, Colorado, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2014. Reichmann serves as a board member and secretary of the Montrose Community Foundation, a local charitable organization that manages funds and provides grants to nonprofits. 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, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

Paul Magnani is a Series 66-licensed financial advisor with Edward Jones in Montrose, Colorado, where he has worked since 2018. He has seven years of industry experience, including a prior ten-year career at MBC Broadcasting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Alexandra Gerken is a financial advisor with Edward Jones in Montrose, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in marketing and nonprofit services and has a long-term association with Slipstream Inc. Gerken owns an organic farm in Montrose. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supporting over 23,000 financial advisors nationwide.

Nadin Lenz is a CFP® and Series 66-registered financial advisor with Edward Jones in Montrose, Colorado, with eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at Wells Fargo and was affiliated with Colorado Mesa University. Outside of her advisory role, she has experience in managing rental real estate. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals, institutions, and charitable organizations, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors.

Connor King is a financial advisor at Edward Jones in Montrose, Colorado, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at MDC Holdings and Taylor Morrison. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.