James Waterman is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he spent four years at Veritiv. Outside of his advisory role, he holds a 50% share in a condominium in Naples, Florida, which is typically rented out seasonally. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

John Bourgeois is a CFP® professional with 20 years of experience in the financial industry and has been with Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as treasurer for a political campaign in Plano, TX. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.