Benjamin Headlee is a CFP® professional with 21 years of industry experience. He has been with Edward Jones since 2011. Headlee also operates a separate business under the name Headlee Financial in Urbana, Ohio. Edward Jones is a wealth management firm serving individual and institutional clients, including households of varying net worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large nationwide network of advisors and branches.

Brent Harder is a financial advisor with Edward Jones in Urbana, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of finance, he served as president of Harder-Terrill Group Inc., a commercial cleaning business that is currently in the process of closing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and corporate 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, operating under a fiduciary standard.