Brent Mock is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for six years at Civil & Environmental Consultants, Inc. Outside of his advisory role, he performs as a bassoonist with the Purdue University Wind Ensemble. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and maintaining a large nationwide network of advisors and branch offices.

Jerry Koontz Jr. is a CFP®-credentialed financial advisor with Edward Jones in Warsaw, IN, where he has worked since 2017. He has a total of eight years in the financial industry and previously spent ten years with AT&T Mobility. Outside of his advisory role, he serves as an assistant football coach for Warsaw Community Schools. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors.

Justin Elliott is a CFP® professional with 13 years of industry experience, currently serving clients at Edward Jones since 2013. He holds the Series 66 designation and is based in Warsaw, IN. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Gibson is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and previously worked at Nishikawa Cooper, LLC DBA NISCO from 2014 to 2019 before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jennifer Kingston is a CFP® professional with 24 years of experience at Ameriprise Financial Services, where she has worked since 2002. She serves on the Board of Directors for Cardinal Services Easterseals Northern Indiana Network and is the Finance Chair for the Servant Council at Plymouth Trinity United Methodist Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes comprehensive written Recommendation Reports and ongoing tax-aware withdrawal strategies developed by a centralized service team.