Kelli Phifer is a financial advisor at Edward Jones with 33 years of industry experience, including over three decades at LPL Financial LLC/Investment Centers of America before joining Edward Jones in 2026. She holds a Series 63 designation. Outside of her advisory role, she owns a business entity, Kelli Phifer LLC, which is not investment-related. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Nico March is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Outside of advisory work, he is associated with several business entities unrelated to investments, including Voltata Consulting, LLC and Marcionni USA, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. It offers a wide range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.