Katie Matthews is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. 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 provides a range of investment strategies, tax-efficient services, and affiliated capabilities, operating under a fiduciary standard.

Nathan Matthews is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Baylor Scott & White Memorial Hospital, Irma Lerma Rangel College of Pharmacy, and Walgreens. Matthews also serves as an Operations Officer in the United States Army Reserves, where he is involved in operational planning, service member training, and retention. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a range of advisory programs alongside affiliated mutual funds and tax-efficient services.