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 financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2021, he worked at Cambridge Investment Research from 2019 to 2021 and has five years of experience at Cheddars before his advisory career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research and utilizes various portfolio management strategies and technologies.

John Roberts is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2022, he worked at Cambridge Investment Research and Virginia Tech. He also serves as a notary in Abingdon, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.