Nathan Bost is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2020. He has five years of industry experience, including prior roles at Advance Auto Parts and Duke Health Technology Solutions. Outside of advising, he assists with the business operations of his wife’s anesthesia practice. 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 range of advisory strategies supported by a nationwide network of financial advisors and branch offices.

Philip Geiger is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. Based in Raleigh, NC, he also works as a freelance certified flight instructor. Edward Jones is a full-service wealth management firm with over four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.