Andrew Boles is a CFP® with 33 years of industry experience, all of which has been at Edward D. Jones & Co., L.P., where he has worked since 1992. He holds a Series 63 license and is based in Madison, NJ. 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 range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Competiello is a financial advisor with Edward Jones in Madison, NJ, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience and joined Edward Jones in 2018. His prior roles include positions at T3 Trading Group, Maxim Group LLC, and ACS Execution Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Charles Boles is a financial advisor at Edward Jones in Madison, NJ, holding Series 66 and Series 63 licenses with three years of industry experience. His prior work includes roles at Portofino Technologies, Speedinvest, and General Atlantic, as well as time at London Business School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.