Jocelyn Cates is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Investment Professionals Inc from 2013 to 2017. She holds the Series 66 designation and operates out of San Antonio, TX. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Berry is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Phyllis Browning Company and Realty Executives of San Antonio. Outside of his advisory role, Berry participates as an actor in local theater productions, including performances at the San Pedro Playhouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, supported by a large nationwide network of advisors and branch offices. The firm offers various advisory programs and affiliated investment products, operating under a fiduciary standard.