Kimberly Bolton is a CFP® and Series 65-licensed advisor with five years of industry experience. She has worked at Your Financial Pharmacist since 2020 and previously was affiliated with The University of Alabama from 2016 to 2020. She is part of YFP Wealth, a firm that serves individuals, families, and small-business plan sponsors with comprehensive financial planning and investment management. YFP Wealth focuses on passive investment strategies with discretionary account management and integrates the Kinder Method (EVOKE) life-planning process into its services, while also offering educational seminars and targeted outreach to the pharmacy profession through its nonprofit affiliate, YFP Gives.

Michael Snider is a CFA® charterholder and holds a Series 66 designation, with nine years of experience in the financial industry. He has been with Edward Jones since 2017 and previously worked at Hubbard, McIlwain & Brakefield, P.C. from 2015 to 2017. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Julie Lucas is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2018 and previously worked at Rodney Tittle, DMD from 2016 to 2018. In addition to her advisory role, she has been involved with Rodan and Fields since 2015. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Kerry Kerr is a financial advisor with Edward Jones in Fayette, Alabama, holding a Series 63 designation and bringing 25 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved as a co-signer for a sports car repair shop in Birmingham, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.