Edward Jones- Financial Advisor: Thomas Oakley

10/16/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

10/15/2026

Over the years, I’ve had many conversations with clients that start with, “I want my money to reflect what matters most to me.” For some, that leads to questions about how their faith can help inform their financial strategy and goals. If you’re interested in learning more, give me a call.

10/14/2026

Many of the conversations I'm having with clients right now start in the same way – with the news. Clients see market-driven headlines and ask: "How does this affect me and my life?"

In a recent Bloomberg interview, our Managing Partner Penny Pennington discusses how financial planning can help investors look beyond today's market noise and stay focused on their goals.

Watch the full conversation: https://bit.ly/4s7SYLt

If the headlines have you wondering how all of this affects your financial strategy, let's talk.

10/13/2026

Congratulations to Helix Human Services for hosting a wonderful conference last week. There were powerful speakers (like my very own colleague Lucille Germain), educational breakout spaces, and we even got the Mayor of Springfield to take a few putts at our Edward Jones table.

Success in golf is much like success in financial planning. Both require a long-term strategy and plenty of patience to hit your target. You would never swing a club without looking at the target and a great plan starts with a clear target. And just like you wouldn't use a driver on the green, your financial portfolio needs to have the right balance to match your tools to your timeline.

Hey, even the pros rely a caddie to read the greens and identify the blind spots. Don't carry your bag alone. If you're ready to build a wealth strategy you can trust, let's connect and map out your game plan.

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4yFMdTj

10/09/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

10/08/2026

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot

10/07/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

10/06/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4y4sLi9