Christopher Lee is a CFP® and ChFC® with 34 years of experience in the financial services industry. He is currently with LPL Financial, joining the firm in 2024 after previously working at Lincoln Financial Securities and First Command Advisory Services. Outside of his advisory role, he is involved with Frontload, Inc., a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Jason Carroll is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Patrick Martin is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of advising, Martin manages the day-to-day operations of a car wash business in Leesville, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of about 23,701 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Heather Parker is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at UDB Financial from 2014 to 2019. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Jennifer Chaney is a Series 66-registered financial advisor with Edward Jones, where she has worked since 2020. Prior to joining Edward Jones, she was the owner of Eve & Dee Boutique, a retail business she operated from 2013 until its closure in 2020. 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 discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.