James Anderson is a ChFC® credentialed financial advisor with Edward Jones in Mineola, TX, where he has worked since 2000, accumulating 26 years of industry experience. Outside of his advisory role, he is involved in raising beef cattle and selling hay on his ranch, and he serves on the Board of Directors of Beefmaster Breeders United, including committees for Advertising and Public Relations, Finance, and Audit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors and $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary advisory programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gerald Rose II is a financial advisor with Edward Jones in Mineola, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at LibertyOne Credit Union and held various positions in the financial services and retail sectors. 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, including discretionary and non-discretionary wrap fee strategies, and is notable for its extensive advisor and branch network as well as its affiliated mutual funds and trust services.