William Dugan Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns and manages single-family rental properties and vacant land in California. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor and branch network and provides services under a fiduciary standard.

Jacob Allen is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Ramsey Solutions. Outside of his advisory role, he is the founder and owner of a meal planner app, which is currently maintained primarily by his wife. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Rebecca Mc Kenzie is a Series 66-licensed financial advisor with Edward Jones, based in Arroyo Grande, CA, and has two years of industry experience. She has been with Edward Jones since 2003, including the firm's institutional category since 2025. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.