Daniel Baratz is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation and securities licenses Series 66 and Series 63. Prior to joining Edward Jones in 2022, he worked at Zenith Financial Group LLC and Sowell Management Services, among other firms. Outside of advising, he assists friends and family with travel arrangements through a travel agency he co-owns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions and separately managed accounts. The firm is notable for its extensive retail advisor and branch network and its affiliated capabilities beyond advisory services.

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.