David Storz is a financial advisor with Edward Jones in Edna, Texas, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he owns and operates BS Cattle Company, where he manages a herd of 60 cattle and maintains the property to teach values to his family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and is notable for its extensive network of advisors and branch offices, as well as affiliated services including a trust company and proprietary mutual funds.

Jill Phillips is a Series 66-licensed financial advisor with LPL Financial, bringing 17 years of industry experience. She previously worked with Waddell & Reed Inc. and held roles in various insurance agencies. Her background also includes community involvement with Idaho Falls Civitans. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary research and third-party strategies across diverse investment approaches.

Valerie Steckler is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, she worked at EOG Resources Inc. from 2014 to 2019. 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 strategies, separately managed accounts, and affiliated mutual funds.