Steven Lois is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory work, Lois serves as Past President of the Geneva Lakes Family YMCA board and is a board member of the Geneva Lake Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Grant Seitz is a financial advisor with Edward Jones in Lake Geneva, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Action Power Sports for one year and spent eleven years with Arbor Images Inc. 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, offering a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.