John Malesevich is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, Malesevich serves as president and partner of the Vintage Investors Investment Club, a 19-member group focused on education and investment in securities. 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 and affiliated financial products. The firm is noted for its extensive retail advisor network and affiliated services including a trust company and securities-based lending options.

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.

Alana Sanchez is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Cameron Harris is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, First Bank, Infinex Investments Inc., and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Brian Laubacker is a financial advisor with Cetera in St. Louis, MO, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked with Cetera and affiliated firms since 2014 and previously was involved with Eagle Ridge Investments LLC. Outside of his advisory role, he directs protective planning and employee benefits efforts and is involved in house rehabs and sales through a separate investment. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

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.

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.

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.

John Carter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he serves as a trustee of a trust for a niece. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

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.