Heidi Frank is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She previously worked with the Los Alamitos School District before joining Edward Jones. Outside of her advisory role, she serves as Vice President of Philanthropy for the National Charity League in Seal Beach, CA. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Chance Vega is a financial advisor at Edward Jones in Huntington Beach, CA, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to Edward Jones, he worked at Northwestern Mutual Wealth Management Company and related entities, and spent 19 years at Southern California Edison. He is also president of 9th Inning Baseball, a separate business based in Buena Park, CA. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.