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.

Joseph Noel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017, following prior roles at Rhodes 101 Stops and Southeast Missouri State University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Jarett Olivastro is a CFP® professional with 20 years of industry experience, currently serving with Cetera. He has held financial advisory and insurance roles at several firms, including Coop Insurance Agency, R.F. Brokerage, and Securian Financial Services. Olivastro serves on the advisory board of Churches for Life, contributing to organizational decision-making and growth. Cetera Investment Advisers LLC is a national platform offering financial planning, portfolio management, and retirement services to individuals, corporate, charitable, and institutional clients. The firm supports diverse investment strategies through a multi-manager approach and serves over 800,000 clients with more than $256 billion in assets under management.

George Varones is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses with 34 years of industry experience. His prior roles include positions at Ameriprise and Ameriprise Financial Services, Inc. He joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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.

David Grand is a CFP® professional with 36 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013. In addition to his advisory role, he serves as president of Grand Financial Advisors and holds an enrolled agent designation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary models and third-party strategists across multiple platforms.

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.

Alec Grabowski is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and with two years of industry experience. His prior work includes roles at Citigroup, Digital Intelligence Systems, and FCB Bank. Alec is also involved with Digital Intelligence Systems in a business capacity. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with both discretionary and non-discretionary services.

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.

Courtenay Yeager is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. Yeager has worked at Wells Fargo Clearing Services since 2017 and previously at TD Ameritrade from 2016 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers comprehensive investment and financial planning services to individuals, trusts, and institutional clients through a network of over 4,000 advisors. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

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.

David White Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His career includes multiple roles at Wells Fargo from 2012 to 2026 and his current position at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Outside of his advisory work, he is involved in business consulting through Fusion Capital Consulting, LLC, and manages related entities focused on consulting and e-commerce. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.