Joshua Grotheer is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Grotheer participates in a local group coordinating neighborhood real estate activities as a passive member. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marc Haberli is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Epic Systems Corporation for 27 years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.