Lori Homan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at National Mutual Insurance Company for 16 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jonathan Yoder is a financial advisor with Edward Jones in Coldwater, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Board President of the Coldwater Hospital Medical Foundation and has held leadership positions with the Coldwater Community Picnic and Coldwater Depot boards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.