Charles Cox III is a ChFC®-designated financial advisor with Edward Jones in Lago Vista, TX, with 21 years of industry experience, all with Edward Jones since 2005. He is a member of Port Tampa Lodge 153 F&AM in Tampa, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated mutual funds, operating under a fiduciary standard and maintaining a nationwide network of financial advisors and branch offices.

Taylor Smith is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Smith has been with Edward Jones since 2017, including a recent role starting in 2025. Outside of advising, Smith is an independent consultant for a health and wellness company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to managed accounts and affiliated funds, and operates under a fiduciary standard.

Clare Grabarkewitz is a financial advisor at Edward Jones in Lago Vista, TX, holding a Series 66 designation with six years of industry experience. Her career includes multiple roles at Edward Jones since 2018 and positions at Insurance Planners & Advisors Group Inc and Tarleton State University. Outside of advising, she manages a short-term rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.