Edward Jones-Financial Advisor: Luke Rutan

07/21/2026

If you’ve ever felt like you’re doing “fine,” but still a little uneasy about the future, you’re not alone.

A recent Wall Street Journal article shared findings from our research with Gallup showing that 51% of Americans are living in this “financial middle,” feeling steady for now, but aware how quickly things could shift.

What I find encouraging is that people who feel financially fulfilled are 4.3x more likely to have a financial advisor. Because having someone to help you think through decisions and build a plan can bring a lot more clarity and confidence.

Read the full article here: https://bit.ly/3Rvy4aW

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

07/09/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

07/08/2026

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

07/07/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

07/04/2026

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!

07/03/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

07/01/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

06/25/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

06/24/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.