Steven Smith is a CFP® with 13 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Lake City, FL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices.

Jessica Harris is a financial advisor at Edward Jones in Lake City, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Belmont Academy and the Columbia County School District for 18 years combined. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.