Bob Weigel is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at RSM US, LLP for ten years and spent time at Brookes Bible College. Outside of his advisory role, he is involved with Kurios Academy on Marco Island, where he facilitates and guides youth learning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Brendan Leary is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Primerica Advisors and Strategies for Wealth. He is based in Naples, Florida. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Putbrese is a CFP® with 30 years of experience in the financial industry. He has been with Edward Jones since 1995, serving clients from Marco Island, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including managed solutions and separately managed accounts, while operating under a fiduciary standard.