Joshua Nelson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company and held roles with the United States Veterans Initiative, Department of Veterans Affairs, Embry-Riddle Aeronautical University, and the United States Marine Corps. He also has experience in hospitality and spirits industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Jamie De Forge is a financial advisor with Edward Jones in Prescott Valley, AZ, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Edward Jones since 2009 and previously worked at USAA Financial Planning Services from 2006 to 2008. Outside of advising, he is the owner of Z Money LLC, an LLC established to hold a real estate property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.