Daniel Haller is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with Edward Jones since 2011, working in their Charlotte, NC office. 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, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Benjamin Bellury is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2020, he worked at TIAA and TIAA-CREF from 2005 to 2018. Outside of his advisory role, he is a partner in IEnate, LLC, a coaching and consulting business based in Charlotte, NC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 financial advisors.