David Crow is a financial advisor at Edward Jones with 10 years of industry experience. He has held his current position since 2015 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Shawn Oliver is a financial advisor at UBS Financial Services with 35 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is co-owner of Oliver Racing LLC and involved in wine production and sales through Oliver Family Wines in Napa, California. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based allocations to tailor plans to client goals and risk tolerances.