Howard Patchin is a financial advisor at Edward Jones with four years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2021, he worked at Equitable Advisors and spent 14 years at Johnson Controls, Inc. Outside of his advisory role, he serves as trustee for the Donald and Lorinda Patchin Family Trust, managing approximately 100 acres of farmland in Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and nondiscretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Olson is a financial advisor with Edward Jones in Onalaska, WI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Edward Jones since 2008. Olson is a shareholder owning 17% of Safety Monster LLC, a manufacturing business based in Edina, MN, although the business is currently inactive. 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 offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.