Joshua Barbeau is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at MetLife for six years. Outside of his advisory role, he serves as CEO of two tabletop gaming and publishing companies, Fleur de Lis Games, LLC and Hollow Harbor, LLC. 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 range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Brian Cleary is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 22 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC, where he worked for a combined 16 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients, primarily using model-driven investment strategies and offering access to third-party asset managers.

Justin Pafford is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 14 years of industry experience, including a long tenure at Edward Jones. He is based in O'Fallon, Missouri. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and modeling to support client goals.

Michael Stagoski is a financial advisor with Edward Jones in Chesterfield, MO, holding the ChFC® and Series 66 designations. He has eight years of industry experience, including one year at Cejka Search - Cross Country Healthcare before joining Edward Jones in 2017. Outside of his advisory role, he operates an online apparel business called Harbor Bend Designs. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christine Miller is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jeffery Bradley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. His work history includes roles at PFS Investments Inc. and Pohlman, Inc., spanning over a decade. He is involved in the sale of investment-related products and also receives compensation for referrals related to home security, automation products, and loan services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm relies on model-delivery strategies managed by unaffiliated asset managers and supports accounts through custodial and trade execution services provided by Pershing and BNY Mellon Advisors.

Blake Smith is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Ameriprise, and UBS Financial Services. Blake is also a licensed non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, utilizing various portfolio management approaches and technology tools, supported by a large network of advisors and significant asset oversight.

Keith Brisotti is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as treasurer of the St. Louis Youth Lacrosse Association, coaches girls lacrosse at Lafayette High School, and works as a broadcaster for Prepcasts LLC covering high school and college sports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Angela Carosello is a CFP® and ChFC® with 23 years of experience in the financial services industry. She has worked at Edward Jones since 2007, with a four-year interlude at First Heartland Consultants, Inc. from 2012 to 2016. Carosello is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alicia Saint Ives is a Series 66-licensed financial advisor with Edward Jones in Maryland Heights, MO, where she has worked since 2007, accumulating 19 years of industry experience. Outside of her advisory role, she is involved as an independent sales consultant and artist for several direct sales businesses, including jewelry, activewear, and makeup. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 advisors.

Scott Mc Donough is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Taylor Meador is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with four years of industry experience. Prior to joining Edward Jones in 2023, he worked at TD Ameritrade from 2021 to 2023 and has held various roles in health systems and other sectors. 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. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Laura Hopson is a financial advisor with Edward Jones in Wildwood, MO, holding the CFP®, ChFC®, and Series 63 designations. She has 40 years of industry experience, having been with Edward Jones since 1980. Outside of her advisory role, she is a member of Legendary Properties LLC and occasionally assists with clean-up and yard work projects. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Michael Lorentz is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Charles Schwab and TD Ameritrade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary portfolio management or institutional advisory services. Its approach combines comprehensive written recommendations with options for ongoing reviews and separate managed-account programs.

Garry Grannemann is a CFP®-designated financial advisor with Edward Jones in St. Charles, MO, and has 27 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a real estate business focused on flipping houses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rob Walters is a Series 66–licensed financial advisor at Edward Jones in St. Louis, MO, with eight years of industry experience. He has worked at Edward Jones since 2016 and was previously employed at Scottrade Bank from 2014 to 2016. 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 nationwide network of more than 23,700 financial advisors.

Andrew Zugmaier is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at AT&T, Spectrum, Cedar Lake Cellars, TDK Technologies, and Ferguson Consulting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Scott is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. He holds a Series 66 designation. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Marzetta is a CFA® charterholder and holds Series 63, 65, and 66 licenses, with 14 years of industry experience. He is currently with Edward Jones in St. Louis, MO, having previously worked at MGI Funds Distributors LLC, Mercer Investments LLC, Los Alamos National Laboratory, and Paul Comstock Partners. Marzetta rejoined Edward Jones in 2026 after an earlier tenure from 2020 to 2022. 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 and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Brian Donnelly is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2007. He holds a Series 66 license and is based in St. Peters, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.