Gary Jepson is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Edward Jones since 2014. The firm serves more than four million individual and institutional clients through a nationwide network of over 23,700 advisors and offers a range of wealth management and advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment options.

Nicholas Bauer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held positions at Colleton River Club, Port Royal Golf and Racquet Club, and Dick's Sporting Goods. He also operated a sole proprietorship from 2019 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.