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Joshua O

CFA®, Series 63

St. Louis, MO

Edward Jones

Joshua Olson is a CFA® charterholder with 17 years of industry experience. He has been with Edward Jones since 2007, based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

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

CFP®, ChFC®, Series 63, Series 65

St. Louis, MO

Edward Jones

Mark Frauenhoffer is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual Investment Services LLC and State Farm Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than 23,000 financial advisors nationwide. 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.

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

Series 65, Series 63

Columbia, IL

Mass Mutual Investors Services

Maynard Hudson Jr. is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial services field, he spent 14 years at the Illinois Department of Corrections. Outside of advisory work, he oversees operations for Bricktown Holdings LLC, a management company involved in various local businesses. 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 financial planning, asset management, and educational seminars, delivering client-focused strategies using firm-approved analytical tools.

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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Laura L

CFA®, Series 66, Series 63

St. Louis, MO

Edward Jones

Laura Levesque is a CFA® charterholder with seven years of industry experience. She currently works at Edward Jones and has held prior roles at Cerulli Associates and Columbia Management Investment Distributors 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 financial advisors and branch offices.

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

Series 63, Series 65

St. Louis, MO

Raymond James Financial

John Nelke is a financial advisor with Raymond James Financial in St. Louis, MO, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been affiliated with Raymond James Financial Services, Inc. since 1999 and currently works with Cribbs Financial as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools for tailored, non-discretionary planning and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Qianqian W

Series 63, Series 66

St. Louis, MO

Edward Jones

Qianqian Wang is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 13 years of industry experience. Wang has been with Edward Jones since 2014. Outside of advisory work, Wang serves as an arbitrator for a regulatory organization based in New York. 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 broad range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

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

Series 66

Columbia, IL

Wells Fargo Advisors

Matthew Pflueger is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-executor and holds power of attorney responsibilities for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management options. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Admir C

Series 66

St. Louis, MO

Edward Jones

Admir Cehajic is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 15 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he works as an independent contractor for a food delivery service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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Mark H

CFA®, Series 65, Series 66

St. Louis, MO

Edward Jones

Mark Hoppe is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Joseph Largent is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and with 15 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm that serves 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, tax-efficient services, 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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Joseph C

Series 63, Series 65

St Louis, MO

Primerica Advisors

Joseph Clavin is a financial advisor with Primerica Advisors in Des Peres, MO, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2010. Outside of advisory work, he is involved in selling loan products and home security referrals through affiliated companies and operates Joseph S. Clavin, LLC for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jay S

Series 66

St. Louis, MO

Edward Jones

Jay Smolik is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 18 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 households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various advisory strategies, affiliated mutual funds, and overlay and tax-efficient services through a nationwide network of financial advisors and branch offices.

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

Series 66

Saint Louis, MO

Edward Jones

Megan Burke is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Fleet Feet Sports from 2010 to 2018. 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 nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive Women Professionals
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Justin O

Series 66

St. Louis, MO

Edward Jones

Justin Oliver is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation. He has experience at Edward Jones spanning multiple periods since 2017, with six years at Mercer and a brief service in the United States Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It manages approximately $1.01 trillion in assets and offers a wide range of investment strategies and fiduciary services through a large national network of advisors and branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Michael Wallace is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked for 13 years. He has 12 years of industry experience. 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, pension plans, corporate clients, and charitable organizations. The firm offers a wide 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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Steven R

Series 66

St. Louis, MO

Edward Jones

Steven Rueschhoff is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 under management through a large national network of financial advisors and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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Jason F

CFP®, Series 66

St. Louis, MO

Edward Jones

Jason Field is a financial advisor with Edward Jones in West Palm Beach, FL, holding the CFP® designation and Series 66 license. He has nine years of industry experience, including prior roles at Fidelity Investments, LPL Financial, Van Leeuwen & Company, and Ameriprise Financial Services. 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 strategies, including discretionary and non-discretionary wrap fee programs, 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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Megan C

Series 66

St. Louis, MO

Edward Jones

Megan Copsey is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation. She began her career with Edward Jones in 2025 and has prior experience in healthcare and service roles, including positions at Barnes Jewish Hospital and CareRev. Outside of finance, she has been involved with CycleBar, a fitness business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm operates a large network of advisors and branches, provides both discretionary and non-discretionary strategies, and maintains affiliated capabilities beyond advisory services.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Doctor or Medical Professional Women Professionals
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Robert P

Series 66

St. Louis, MO

Edward Jones

Robert Pauley is a financial advisor at Edward Jones with 24 years of experience at the firm. He holds the Series 66 designation and is based in Eureka, MO. 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, 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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Daniel L

Series 66

St. Louis, MO

Edward Jones

Daniel Linroth is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He worked at State Farm Bank from 2010 to 2018 before joining Edward Jones, where he has been since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth 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 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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