Timothy Salzman is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of advising, he co-manages a VRBO rental business with his wife. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Dina Bartle is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Edward Jones since 2005. 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, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Charlton is a financial advisor at Edward Jones in St. Charles, MO, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he owns and manages farm rental properties in Madison, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jennifer Mackie is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Her prior experience includes roles at Bank of America and Merrill Lynch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors and offers a range of advisory strategies and affiliated investment products.

Stephen Mathias Jr. is a CFP® with 38 years of industry experience, currently affiliated with Osaic. He has worked at Royal Alliance Associates, Inc. since 1989 and owns S. Mathias & Co. Inc., a firm specializing in tax preparation and business consulting since 1986. Outside of his primary advisory roles, he owns Mathias Risk Mgt., Inc., which provides insurance sales and consulting, as well as identity theft and prepaid legal services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using a variety of analytical tools and platforms to manage portfolios across multiple asset classes.

Nathaniel Ganousis is a financial advisor at Edward Jones in St. Louis, MO, holding the ChFC® designation and Series 63 license. He has 23 years of industry experience and has been with Edward Jones for 25 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paige Kendall is a financial advisor at Edward Jones with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Edward Jones and Edward Jones Trust Company since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Realous Parks is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Edward Jones in 2018, he worked at Morgan Stanley and JPMorgan Securities LLC. Outside of financial advising, he is involved as a co-owner in several real estate ventures based in St. Louis. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Karena Marfisi is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at the firm from 2005 to 2018. 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.

Robert Hanlon is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Wei Hsiang Chang is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a managing partner of SH Holdings, a real estate rental business in Webster Groves, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

John Brooks is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2017, following ten years at National Planning Corporation and four years at American General Securities Incorporated. Outside of his advisory role, he is a manager of B4 Posh Farms LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with account management primarily provided by investment adviser representatives using a variety of strategies and research tools.

Nicholas Dragan is a CFP® professional with 25 years of experience in the financial services industry. He currently works with LPL Financial and has prior experience at Mass Mutual Investors Services, Metlife Securities, New England Securities, and Merrill. Outside of his advisory role, he is involved in organizing a hockey card show as a hobby. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a wide array of investment strategies supported by advanced research and operational tools.

A Longenecker is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Peters, MO, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. Their work history includes roles at Mission Financial LLC and Dillon Financial, alongside their ongoing tenure at Raymond James since 2015. They own a support company, Mission Financial, operating as a DBA for Janssen Longenecker. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning with advanced analytical tools and maintains unique municipal advisory capabilities and specialized SIMPLE IRA consulting services.

Sarah Everding is a financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2014 and holds a Series 66 designation. Outside of her advisory role, she is involved in a distributorship selling skincare products with Rodan + Fields. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Till is a financial advisor with Edward Jones in St. Louis, MO. He holds a Series 66 designation and has three years of industry experience, all with Edward Jones since 2015. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Laura Johnson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Based in St. Louis, MO, she works within one of the largest wealth management firms in the industry. Edward Jones serves more than four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.

Luke Connell is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Daniel Brugere is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of finance, he is involved in photography, operating a photography blog with affiliate marketing, designs T-shirts sold through third-party platforms, and assists with event execution for a marketing company. 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 large nationwide network of financial advisors and branch offices.

John Gallagher is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2002. His prior roles include positions at Sirius Wealth Management and Conservation Employees Credit Union. He serves on the board of the MS Society Gateway Chapter, contributing to program development and organizational initiatives. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, and access to third-party asset management, supported by a large network of advisors and extensive operational resources.