Ian Bundy Gray is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and five years of industry experience. His prior work includes nine years at GM Financial and a previous tenure with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

James Anderson is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Edward Jones in San Antonio, TX since 2002. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors.