William Trezise is a financial advisor with Edward Jones in Sedona, Arizona. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Edward Jones in 2022, he worked at J.P. Morgan Securities and JPMorgan Chase bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Mark Carlile is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1999. Outside of his advisory role, he serves as Chair of the Finance Council at Immaculate Conception Catholic Church in Cottonwood, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.