David Heberling is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Passport Inc and Flexential. Heberling is a shareholder in a family business, Silver Lake Beach Club, a park with rentals in New Carlisle, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brett Derrow is a financial advisor with Edward Jones in Bellbrook, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he spent 19 years with Enterprise Holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Gregg Clark is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.