James Lawson is a CFP® with 19 years of industry experience, all of which he has spent at Edward Jones since 2007. He is based in Wise, VA. Outside of his advisory role, Lawson is involved in renovating a historical building in Coeburn, VA, to support entrepreneurs starting restaurant businesses by connecting them with local resources and vendors. 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 operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated financial services under a fiduciary standard.

Louis Iozzi is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Edward Jones since 2000 and previously worked at Pruco Securities Corporation. Outside of finance, he is a partner in an alpaca farm in Newton, New Jersey. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over one million accounts and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies while operating under a fiduciary standard.

Benjamin Hall is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at LPL Financial since 2021 and previously spent two years with Cambridge Investment Research. Outside of his advisory role, he is associated with Baker Financial Services as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors, offering a range of financial planning, model portfolio programs, and institutional platforms.

John Roberts is a financial advisor with LPL Financial holding a Series 66 credential and seven years of industry experience. Prior to joining LPL Financial in 2022, he worked at Cambridge Investment Research from 2018 to 2022 and has held roles at Virginia Tech and First Bank and Trust. Outside of his advisory role, Roberts is a licensed notary and an insurance agent specializing in life insurance, fixed annuities, and long-term disability. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.