Katie Schwartz is a financial advisor at Edward Jones in Amarillo, TX, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

William Schwartz is a financial advisor with Edward Jones in Amarillo, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of financial advising, he is involved in agriculture as an owner and partner in cattle breeding and grazing businesses, and holds a limited partnership in oil and gas ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the country.