James Harris is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2015. Outside of his advisory role, he is involved in Pools and Leisure Construction, a business he has been part of since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Haycraft is a CFP® professional with 32 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2019 and previously held roles at USAA Investment Management Company and USAA Financial Planning Services. Outside of his advisory work, he is involved with the Warren County Kentucky Democrat Party. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on various portfolio management styles and affiliated research, and provides specialized municipal advisory services.