David Gold is a CFP® and Series 66 designated financial advisor with Edward Jones, where he has worked since 2014. He has 12 years of industry experience and is based in Barre, VT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary advisory strategies. The firm manages approximately $1.01 trillion in assets and supports a large nationwide network of financial advisors and branch offices.

Darci Coleman Graves is a Series 66-licensed financial advisor with Edward Jones in Barre, Vermont, with one year of industry experience. Prior to joining Edward Jones in 2025, she spent 27 years at IBM. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products.