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Mary H

Series 66

St. Louis, MO

Edward Jones

Mary Hawley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, she worked at the University of Missouri’s Trulaske College of Business from 2017 to 2020 and has also held roles with the South Korean Provincial Office of Education and at the Jeollamnamdo English Camp. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Reece G

Series 65, Series 63

Belleville, IL

Mass Mutual Investors Services

Reece Goddard is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials and less than one year of industry experience. His prior work includes roles at Pioneer Wealth Management, CreativeOne Wealth, Corpay, and the United States Military Academy. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to develop collaborative, annual planning relationships.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Nicholas M

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Nicholas Max III is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO since 2025. His previous roles include positions at The Vanguard Group Inc, GWFS Equities Inc (Empower Retirement), and Charles Schwab & Co Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a broad range of investment strategies, tax-efficient services, and proprietary capabilities supported by a large national network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused
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Andrew Z

Series 66

St Louis, MO

LPL Financial

Andrew Zanowski is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2020, he worked for Securities America Advisors, Inc. and Securities America, Inc. from 2011 to 2020. Outside of his advisory role, he is involved with Financial Services Holdings, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and services, including financial planning, retirement consulting, and access to model portfolios and research, with offerings that cover both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Amy S

Series 63, Series 66

St. Louis, MO

Edward Jones

Amy Starzyk is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Susan L

Series 66

St. Louis, MO

Edward Jones

Susan Loudenslager is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at the Olin Business School at Washington University in St. Louis, 3M Company, and Conagra Brands, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher B

Series 63, Series 66

St. Louis, MO

Edward Jones

Christopher Betlach is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael D

Series 63, Series 65

Belleville, IL

LPL Financial

Michael Dunnigan Sr. is a financial advisor with LPL Financial in Belleville, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. from 2011 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Robert M

Series 66

St Louis, MO

Cambridge Investment Research Advisors

Robert Munroe is a financial advisor with Cambridge Investment Research Advisors in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Commonwealth Financial Network, Triad Financial Group, and Mass Mutual, among others. Munroe is also involved in fixed insurance sales as a secondary business activity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm provides comprehensive financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management and platform options tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Karla B

Series 66

St. Louis, MO

Edward Jones

Karla Buettner is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO. She has 13 years of industry experience and has been with Edward Jones since 2007. 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 provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Chad B

Series 66

Waterloo, IL

Edward Jones

Chad Boyette is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. 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, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jennifer H

CFP®, ChFC®, Series 66

Maplewood, MO

Edward Jones

Jennifer Hansell is a financial advisor at Edward Jones in Maplewood, MO, holding the CFP®, ChFC®, and Series 66 credentials with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Retirement income strategy General retirement planning Divorce financial planning General estate planning guidance Multi-generational wealth transfer Executive
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Erin P

CFP®, Series 63

St. Louis, MO

Edward Jones

Erin Pauley is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, having 21 years of industry experience. She has been with Edward Jones since 2004. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kathleen J

Series 66

Saint Louis, MO

Edward Jones

Kathleen Judge is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2011. 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 across a large network of advisors and branch offices, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business succession planning Founder/Business Owner Intergenerational Families
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Scott Z

Series 63, Series 66

St Louis, MO

Edward Jones

Scott Zarinelli is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones and its predecessor firm since 1997. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

General retirement planning Retired Founder/Business Owner Executive
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Jennie B

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennie Bishop is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. She worked at Scottrade, Inc. for 16 years before joining Edward Jones in 2018. Outside of her advisory role, she is involved as a member of Liston Farms LLC, operating The Liston Biscuit Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael M

Series 66, Series 63

St. Louis, MO

Edward Jones

Michael Medina is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 credentials with four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Charles Schwab/TD Ameritrade for five years and has a background in the restaurant and retail sectors. 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 strategies with approximately $1.01 trillion in assets under management. The firm is known for its extensive retail advisor and branch network and provides affiliated services including trust, mutual funds, and securities-based lending.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey F

Series 66

St. Louis, MO

Edward Jones

Jeffrey Fraelich is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he works part-time as an account billing auditor for Crisis, Preparation, and Recovery, a crisis counseling center. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Leland R

Series 66

O'Fallon, IL

STIFEL

Leland Roider II is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Company Inc since 2016, following seven years at Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Jin S

CFA®, Series 63

St. Louis, MO

Edward Jones

Jin Suh is a CFA® charterholder with 24 years of industry experience and has been with Edward Jones in St. Louis, MO since 2001. He holds a Series 63 license and is part of a large advisory team within the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supported by a national network of over 23,700 financial advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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