Daniel Southard is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is a board member of Pennrose Park Country Club in Reidsville, NC. 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 solutions supported by a nationwide network of more than 23,700 advisors.

Geoffrey Haigler is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at Edward Jones, where he has been employed since 2017, and previously worked at PwC from 2017 to 2019. Haigler serves as a board member of the Reidsville Downtown Corporation, contributing ideas to promote the downtown area of Reidsville, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Trevor Haga is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. His prior experience includes roles at BDO USA, LLP, Bank of America, N.A., Merrill, and participation in the UNC - Chapel Hill Master of Accounting Graduate Program. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Eric Simpson is a financial advisor with Edward Jones in Reidsville, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.