James Rosenau is a Series 66-licensed financial advisor with Edward Jones in San Francisco, CA, where he has worked since 2022. He has over 30 years of experience in the financial services industry, including a long tenure at Ameriprise Financial from 1991 to 2017 and various roles at firms such as Gordian Wealth Advisor Plan and HR Block. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Patrick Cross is a CFP® and ChFC® with 21 years of experience in financial advising. He has been with Edward Jones since 2004. Outside of his advisory work, he is a landlord of a rental property in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.