Caroline Schultz is a financial advisor with Edward Jones in Piedmont, SC, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, she worked in education at multiple high schools and universities from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including both discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Eric Batson is a financial advisor with Edward Jones in Piedmont, South Carolina, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as Minister of Worship at Glenwood Baptist Church in Easley, South Carolina, where he directs choirs and leads congregational singing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types, pension plans, corporate clients, and nonprofits. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.