Daniel Reisen is a financial advisor with Edward Jones in Portage, IN, holding a Series 66 designation and one year of experience. Before joining Edward Jones in 2024, he worked in education for Portage Township Schools and had roles in specialized hauling and live music entertainment. He performs live music occasionally at local venues. Edward Jones is a full-service wealth management firm serving a broad range of clients with a large nationwide network of advisors, offering various investment strategies and maintaining affiliated services including a trust company and mutual funds.

Jamie Lewis is a financial advisor with Edward Jones in Portage, Indiana, holding Series 63 and Series 66 designations and having 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he serves as a member of the City of Portage Board of Works, one of five members responsible for approving contracts and leaves for the city. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.