Matthew Watson is a financial advisor with Edward Jones in Westminster, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles at Salesforce, Mobile Epiphany, and Keyence Corporation of America. Outside of his advisory work, he has no active business responsibilities related to a rental property owned by his fiancé. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Dana Wozniak is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. She holds Series 63 and Series 66 licenses. Outside of advising, she is a passive owner in an aerospace company, American Operations Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of advisors and branches and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.