Robert Kozul is a CFP® with nine years of industry experience, currently working at Edward Jones since 2016. He owns Abercrombie Properties, a business involved in managing an office property in Danville, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mattie Trefz is a Series 66-licensed financial advisor with Edward Jones, based in Fairmont, WV, and has three years of industry experience. Prior to joining Edward Jones, Mattie held positions in education and federal programs administration. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including both discretionary and non-discretionary options, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Kimberly Shay is a financial advisor with Edward Jones in Fairmont, WV, holding a Series 66 designation and 12 years of experience with the firm since 2014. She has ownership in a small residential rental property business managing nine townhomes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and offers services under a fiduciary standard supported by a large nationwide network of advisors.