Natalie Matos is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Whittney Harvey is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Fisher Investments and USAA Financial Planning Services. Outside of advising, she operated a business related to books from 2017 to 2020 and has experience as a health insurance agent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.