Matthew Mason is a CFA® charterholder with 20 years of industry experience. He has been with Edward Jones since 2012. Based in St. Louis, MO, Mason holds Series 63, 65, and 66 licenses. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Eric Berry is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 10 years of industry experience. He previously worked at Scottrade before joining Edward Jones in 2018. Outside of his advisory role, he coaches basketball at Marquette High School in Chesterfield, MO. 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 affiliated investment products supported by a large national network of financial advisors and branch offices.

Joseph Scalzitti is a financial advisor at Edward Jones in St. Louis, Missouri, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Edward Jones since 2014 and has an ongoing affiliation with Central Methodist University since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Kelly Camp is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Camp has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Wendy Stevens is a financial advisor at Thrivent Investment Management with one year of industry experience. Prior to entering the financial services field, she worked at Columbia High School for eleven years. Outside of her advisory role, she is a co-owner responsible for managing rental property affairs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm enables clients to combine planning with managed-account programs under a consolidated billing option while maintaining separation between services.

Jonathan Clements is a CFP®-designated financial advisor at Edward Jones with 23 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, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies and affiliated services under a fiduciary standard.

Shannon King is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, King worked at several law firms and legal organizations, including Lashly & Baer, L.P., Roberts Perryman, Brown and James, and the United States District Court for the Eastern District of Missouri. 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 managed strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Timothy Baldes is a CFA® charterholder and holds a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008 in St. Louis, MO. Outside of his advisory role, he serves on the Mercy Health Foundation board and is involved with the Regional Business Council of Social Venture Partners in St. Louis, where he sits on the grant committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

David Gantt is a financial advisor at Edward Jones in St. Louis, Missouri, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Gantt is involved in consulting on strategic sales and product management processes through Striker Management Group and serves as an adjunct professor at Westminster College and Maryville University. 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, along with affiliated mutual funds, tax-efficient services, and a fiduciary standard in its advisory services.

Russell Bacon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and previously at Pacific West Securities, Inc. since 2006. Outside of his advisory role, he serves as a board member for Money Smarts School of Finance for Children, a nonprofit organization focused on financial education. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services, operating a multi-manager platform with assets exceeding $256 billion under management.

Erin Haberkorn is a financial advisor with Ameriprise Financial Services in Sunset Hills, MO, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. She has been with Ameriprise since 2001, including her current role since 2020. Outside of her advisory work, she has a business ownership interest in Crestwood Partnership. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party tools and operates within an affiliated product ecosystem.

Daniel Green is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Richmond Heights, MO. He has 19 years of industry experience, including 17 years with Edward Jones since 2009. Outside of his advisory work, he was previously a partner in a dormant record label business, Good Die Young Records LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates with a nationwide network of over 23,700 financial advisors.

Amy Haywood is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at the National Geospatial Intelligence Agency and the Missouri Attorney General's Office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Porter III is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 2000. 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 under management and maintains a large network of financial advisors and branch offices nationwide.

Douglas Vernon is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and three years of industry experience. Prior to his current role, he spent 15 years at Wildwood Christian Church and periodically preaches for local churches. He also serves as a board member for the West St. Louis County Chamber of Commerce, contributing to planning activities and growth strategies for local businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach involves holistic, goal-based analyses covering a wide range of planning topics, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Ryan Lavene is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Edward Jones since 2016, following a brief tenure at Thiel Financial LLC. He is based in St. Louis, MO. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branches.

Timothy Graham is a CFP® with 25 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets. The firm is notable for its large retail advisor network and affiliated capabilities beyond traditional advisory services.

Benjamin Zaegel is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. 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 financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Abigail Gayfield is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she held positions in the retail and service sectors, including at Hoppers Pub, Rover, Walgreens, Qdoba Burrito Concepts, and McDonald's/Christian Foods. 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 large network of financial advisors and branch offices nationwide.

Julia Crean is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, she was affiliated with the University of Chicago and the University of Notre Dame in various capacities. 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 and offers a range of investment strategies and advisory services through a nationwide network of over 23,000 financial advisors.