Javier Moreno is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked in various healthcare-related roles, including positions at Neuro RehabCare and several rehabilitation and therapy organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a broad range of advisory programs and affiliated financial services, supported by a nationwide network of more than 23,700 financial advisors.

William Daniels IV is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. His prior work experience includes roles at Bank of America, Del Friscos Restaurant Group, Meta Lab Inc, Sport Optics LLC, and Evergreen Tractor and Equipment. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.