Monica Bezy is a financial advisor with Edward Jones in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at TD Ameritrade Institutional for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eben Kohn is a financial advisor at Edward Jones in San Diego, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Guidepoint for four years and has experience in transportation studies and education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of financial advisors and branch offices.