Erin Kaplan is a financial advisor with Edward Jones in Mt Carmel, OH, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in various roles including positions at Xerox Business Solutions and Xometry. From 2013 to 2019, she was self-employed and operated a design business, Erin Cowan Designs. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting clients through a large national network of financial advisors and branch offices.

David Smith is a CFP® professional with 14 years of industry experience and has been with Edward Jones since 2011. He holds the Series 66 designation and is based in Mt. Carmel, Ohio. Outside of his advisory role, he is CEO of a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets through a broad network of advisors and branch offices. The firm offers a range of advisory programs and proprietary investment products, operating under a fiduciary standard.