Aileen Low is a financial advisor with Edward Jones in Los Altos, CA, holding the CFP® designation and Series 63 and 66 licenses. She has 26 years of industry experience, including 27 years with Edward Jones. Outside of her advisory work, she is involved in commercial and residential real estate property ownership. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Suzy Fisk is a financial advisor with Edward Jones in Los Altos, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior roles include positions at Raymond James Financial and Ameriprise, as well as engagements with Golden Gate University and Bpm LLP. She is also approved to serve as a non-public arbitrator on FINRA's dispute resolution panels. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch locations.

John Lee is a CFP®-designated financial advisor with 14 years of industry experience, currently with Edward Jones in Los Altos, CA. His previous roles include positions at Facet, Cerity Partners, Mariner Wealth Advisors, and several other firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.