Edward Jones - Financial Advisor: Rory Stelzer

05/27/2026

Grateful and inspired after attending the Edward Jones Momentum Conference in Dallas, TX (May 19–22). This event recognized 406 advisors out of more than 20,000 across the U.S. and Canada—an incredible honor to be included in the top 2% of the firm.

Momentum not only celebrates achievement, but also provides an incredible learning opportunity alongside peers who are committed to delivering a high level of client service. It recognizes advisors who are deepening relationships and making a meaningful impact in the lives of those we serve.

One of the highlights was the opportunity to connect with our former Managing Partner, Jim Weddle—something I’m truly honored to have experienced.

This recognition is not a solo accomplishment. It reflects the consistency, commitment, and daily efforts of an amazing team I’m fortunate to work alongside. Thank you for everything you do to serve our clients at such a high level.

We are incredibly blessed to work with such amazing clients, and we remain committed every day to serving you with excellence. At the heart of everything we do is a dedication to making a meaningful difference in the lives of our clients.

05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

05/22/2026

Whatever your financial goals may be, my priority is to serve you with depth and care. That’s why I offer comprehensive financial planning to help organize your finances in support of your long-term goals.

Financial planning can be a great fit if you’re looking for strategies around retirement income, tax-efficient investing, or estate and wealth transfer considerations.

Learn more in the video or reach out and I’ll walk you through what to expect as a financial planning client: https://bit.ly/42LftKe

05/11/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

04/27/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

04/18/2026

We’re deeply grateful for our clients and the trust you place in our team. It’s an honor to help guide your financial journey and support the goals that matter most to you.

Feeling incredibly grateful for this amazing team (and Liz who is not pictured). Your dedication, hard work, and commitment to our clients never go unnoticed. It’s inspiring to be surrounded by people who consistently go above and beyond. Thank you all for everything you do!

04/06/2026

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. But fulfillment isn’t just about saving more — it’s about having the freedom to enjoy life, spend time with loved ones and reduce money-related stress. Learn why building your financial future starts with aligning money to what matters most.

Nearly 25% of millennials say they’re not on track to achieve financial fulfillment — higher than both Generation X and baby boomers, according to Edward Jones’ Pulse of North America report.www.edwardjones.com/us-en

04/05/2026

May the spirit of Easter bring you renewed happiness, joy and love.

03/26/2026

Markets remain on edge as the Iran conflict continues, with stocks moving in the opposite direction of oil prices, highlighting how sensitive investors are to rising geopolitical risk.

Senior Global Investment Strategist Angelo Kourkafas discusses the likely three scenarios on what higher oil prices could mean for the markets.

Watch the full episode: https://bit.ly/4m3EQzF

03/03/2026

Join us for the upcoming 2026 Farmers Breakfast Series! There are still open seats for the upcoming breakfast this Friday, March 6 at 9am. Breakfast will be provided.