ADVISOR BIO

Daniel Wayne Shealy is a financial advisor with Edward Jones, a firm that has been in business for over 100 years. Daniel has been in the financial services industry for over 30 years and has been registered with Edward Jones since 1989. Daniel specializes in a variety of financial services, including financial planning, portfolio management, and pension consulting. Daniel is dedicated to providing personalized financial advice to help his clients achieve their financial goals.

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ADVISOR BIO

Douglas Walter is a financial advisor with over 30 years of experience in the industry. Douglas is registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Douglas provides financial advice to individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. Douglas is committed to providing his clients with personalized financial planning and investment management services. Douglas has earned the Series 6, 7 and 63 securities licenses and the SIE exam. He is also a registered investment advisor representative in Ohio.

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ADVISOR BIO

Jeffrey Kirk is a financial advisor with Principal Securities, Inc., registered with FINRA and the state of Ohio. Jeffrey is a seasoned professional with over 20 years of experience in the financial services industry, having previously worked with CFD INVESTMENTS, INC., and NEW ENGLAND SECURITIES. Jeffrey is dedicated to providing financial guidance and helping clients reach their financial goals. He is committed to understanding his clients' needs and tailoring his services to meet their specific requirements.

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ADVISOR BIO

Lauren Elizabeth Warren is an active Registered Representative and Investment Advisor Representative with Edward Jones. Lauren has been in the financial industry since May 2016. Lauren holds the Series 66, Series 7, and SIE exams. Lauren is registered in 21 states, including Alabama, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Maine, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Tennessee, Virgin Islands, and Virginia. Lauren specializes in Financial Planning, Pension Consulting, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.

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ADVISOR BIO

Lydia Herrnstein is a financial advisor at Edward Jones. Lydia has been in the industry since May 2021 and has Series 66, Series 7TO and SIE licenses. Lydia is registered in 17 states including Arizona, California, Delaware, Florida, Georgia, Illinois, Kentucky, Maine, Michigan, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and is active in both broker-dealer and investment advisor channels. Lydia has experience working with individuals, corporations, businesses, high-net-worth individuals, retirement plans and charitable organizations.

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ADVISOR BIO

Marcello Salvatore Cutrupi is a financial advisor with LPL Financial LLC, a well-known financial services firm. Marcello has been active in the financial industry for over 25 years, specializing in various areas of financial planning. Marcello is registered with the Financial Industry Regulatory Authority (FINRA) and holds a variety of professional licenses and certifications, including the Series 7, Series 24, and Series 63 exams. He also has prior experience working with other firms such as Securities America, Inc., Investcorp, Inc. and Sterne Agee Financial Services, Inc., which has given him valuable insights and a comprehensive understanding of the financial markets. His current registrations include Florida and Ohio, providing him with the ability to serve clients in these states.

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ADVISOR BIO

Megan Rowlinson is a financial professional with Principal Securities, Inc.. She has a Series 6TO and SIE license and is a registered representative of Principal Securities, Inc. Megan's expertise includes Investment Company Products/Variable Contracts Representative Examination and Securities Industry Essentials Examination.

SPECIALIZATIONS