Edward Jones - Financial Advisor: Heather Bergen

09/01/2026

We’re kicking off Walk season with an exciting announcement: Edward Jones will continue to be the National Presenting Sponsor for the Alzheimer’s Association's®️ Walk to End Alzheimer’s®️ for another five years! In our first 10 years in this role, we raised nearly $55 million for Alzheimer’s care, support and research.

With a $2 million corporate gift to the Alzheimer’s Association in 2026 alone — including nearly $1 million to advance critical research — this 15-year total commitment will bring us even closer to a future without Alzheimer’s.

Learn more about this year’s Walk to End Alzheimer’s®️: www.alz.org/edwardjonesimpact

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

08/29/2026

Learn more https://bit.ly/4gXYxIe Creating wealth is about planning for the future. I can help you explore strategies to help manage, protect and pass on your wealth.

08/27/2026

🎃🖤 Halloween fun with a purpose! I'm in! 🖤🎃

👻If you're looking for a reason to dust off your costume, this might be it. 👻

🥸I hope to see some familiar faces there!🥸

What happens when great food, live music, creative costumes and a community that loves to have fun all come together?

You get BOO BALL 2026. 🎃

Enjoy food from Chef Aristo, drinks from Embrace the Grape, music by Crossroad Sound and a Halloween costume contest—all while helping the Rotary Club of Lee’s Summit make a difference.

🎟 Get your tickets: https://shoplsrotary.com/product/boo-ball-general-admission/

08/27/2026

https://bit.ly/3UmD4jo Shape your financial legacy. I offer advanced services to simplify your financial life.

08/13/2026

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you.

Let's make sure your intentions are clear.

08/10/2026

We’re honored to be recognized as Fortune’s World's Most Admired Companies.

This recognition reflects what matters to us most. The relationships we build, the trust our clients place in us, and the people who make this work meaningful. It speaks to a long-term way of working that’s grounded in the everyday and shaped by how we serve the people and communities we work with.

We’re proud of the work we do and even more proud of the people behind it.

Disclosure: 2026 Fortune World's Most Admired Companies list published January 2026, in partnership with Korn Ferry, data as of November 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4xwFjir

08/07/2026

Developing healthy financial habits can create real momentum toward your long-term goals.

Small consistent steps today can make a meaningful difference over time.

08/05/2026

Financial strategies for business owners aren't one-size-fits-all. From tax considerations to succession planning, I focus on what matters most to you.

Let's build a strategy that works for your business and your life.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

08/04/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out or visit edwardjones.com/Carefull?utm_term=1055547&utm_source=facebook&utm_medium=social_media&utm_content=3275190&c3nid=1055547_facebook_3275190&c3ch=BranchSocialMedia&EID=MDAwMDAwMDk4NTg5NQ%3D%3D.

07/30/2026

When's the last time you had a real conversation about your company's retirement plan — not just a statement review, but a strategic discussion? If it's been a while, that's worth fixing.

I'm here to review, update and make sure your plan is working as hard as your employees are.

Here's our business owners hub