Dana Mathews is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has a background that includes roles at Meta Platforms and R/GA Media Group. Outside of financial advisory work, Mathews is co-owner of Mathews Coatings Inspections, LLC, where she manages the company’s website. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated offerings. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Geoffrey Kunkle is a financial advisor at Edward Jones in Tualatin, OR, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked in various roles including positions at Level Beer, Running Man Distributing, Warner Pacific University, and Heathen Brewing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Steven Kunkle is a financial advisor at Edward Jones with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Michele Kaiser is a Series 66 licensed financial advisor with Edward Jones in Tualatin, OR, and has 20 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branches.