Daniel Baratz is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. His prior experience includes roles at Zenith Financial Group LLC, Sowell Management Services, and American Portfolios Financial Services Inc. Outside of advisory work, he is involved in managing a travel agency, LD Travel LLC, which primarily assists friends and family with travel arrangements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Steven Carney is a financial advisor with Edward Jones in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Merrill for 15 years and was involved with Regency Square HOA for two years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, trust services, and securities-based lending options.