Edward Jones - Financial Advisor: Maggie VanLaere

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Carnegie Investment Counsel specializes in Custom Investment Management, Wealth Management, Financial Planning, and Corporate Retirement Plan Services. With a financial strategy tailored for personal success, you have more peace and freedom to enjoy life. Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), legally bound by the fiduciary standard when serving clients.

Everhart Advisors is a financial advisory firm specializing in corporate retirement plan consulting and wealth management for individuals and families. Our firm is founded on a commitment to integrity, passion, and a focus on delivering the best possible outcomes for our clients, with offices in Columbus and Dayton, Ohio, and Fort Myers, Florida.