Zachary Brown is a CFP® professional with 21 years of experience at Edward Jones, where he has worked since 2005. He holds Series 63 and Series 66 licenses. Brown serves on the Pacific Collegiate Foundation Santa Cruz Endowment Fund Committee, assisting with investment and distribution decisions for the organization's funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Kurt Grundner is a financial advisor at Edward Jones in Scotts Valley, CA, holding a Series 66 designation with one year of industry experience. His prior roles include self-employment from 2019 to 2024 and eight years at Scharf Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, investment strategies, and affiliated financial products. The firm operates a large network of more than 23,700 advisors and 15,000 branch offices nationwide.

Carmen Irving is a financial advisor at Edward Jones in Scotts Valley, CA. She holds a Series 66 designation and has experience working at Edward Jones since 2024, with prior roles at Pacific Home Design and SJ Kellerman & Associates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.