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Cara B

Series 66

Lafayette, IN

Edward Jones

Cara Brovont is a financial advisor at Edward Jones in Lafayette, IN, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Cary and Associates, LLC, LifeCare Services/Matrix LifeCare, and Flour Mill Bakery. Outside of finance, she is connected to a wellness center franchise owned by her husband but has no operational responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, offering both discretionary and non-discretionary strategies, along with affiliated mutual funds and other financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Erik R

CFP®, Series 63, Series 66

Lafayette, IN

Edward Jones

Erik Roe is a CFP® professional with 20 years of industry experience and has been with Edward Jones in Lafayette, IN since 2005. He holds Series 63 and Series 66 registrations. Outside of his advisory role, he serves on the board of Faith Seminary in Lafayette, IN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Bethany O

Series 66

Lafayette, IN

Edward Jones

Bethany Owens is a financial advisor at Edward Jones in Lafayette, IN, holding a Series 66 designation. She joined Edward Jones in 2026 and has prior experience working with Homeland Security Investigations and the United States Secret Service. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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