Scott Green is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separate managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Catherine Kohn is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She joined Edward Jones in 2022 after 11 years at Clayton Homes. 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 supported by a nationwide network of more than 23,700 financial advisors.

Jacqueline Lapp Lee is a CFP®-designated financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2019, following prior roles including a position at Staples Business Advantage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Heath Walz is a financial advisor with Edward Jones in Round Rock, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for Round Rock ISD for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.