Daniel Cathro is a CFP®-certified financial advisor with Edward Jones in Mt Vernon, IN, bringing four years of industry experience. Prior to joining Edward Jones in 2022, he worked for Comcast and Cafe Zupas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Donna Bolin is a Series 66-credentialed financial advisor with Edward Jones in Mt Vernon, IN, bringing a total of 27 years of industry experience. She has been with Edward Jones since 1999. 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 strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Alan Heckert is a financial advisor with Edward Jones in Mt Vernon, IN, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he is involved in managing an online card store and serves as president of a gun store and range. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.