Mark Hegland is a Chartered Financial Consultant (ChFC®) with 26 years of experience at Edward Jones, where he has worked since 2000. Based in San Francisco, CA, he holds Series 63 and Series 66 licenses. Outside of his advisory role, Hegland serves as Vice President of the Ace Chapter of BNI, where he is responsible for tracking referral activity and supporting the chapter president. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Sandie Li is a financial advisor at Edward Jones in San Francisco, holding a Series 66 designation. She has over 15 years of industry experience, including roles at Edward Jones since 2011 and Westwood/Wilder since 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Harrison Hsieh is a financial advisor with Edward Jones in San Francisco, holding a Series 66 designation. He has one year of experience at Edward Jones and previously worked at Rubrik Inc, Unity Software Inc, and Goldman Sachs & Co. LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds. The firm manages approximately $1.01 trillion in assets and operates a broad network of financial advisors and branch offices nationwide.