Jeffrey Lane is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving at Edward Jones since 1997. He holds a Series 63 license and is based in Sierra Vista, Arizona. Edward Jones is a wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of financial advisors and branch offices.

Gina Lane is a CFP® professional with 15 years of experience in the financial industry. She has been with Edward Jones since 2010. Outside of her advisory role, she is a member of M & G Enterprise, LLC, a real estate business based in Lamar, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of advisors and branch offices nationwide.