John Costello Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses. He has prior experience at Moneta Group, TD Ameritrade, and Amazon, and served in the Kentucky Army National Guard from 2015 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Zachary Judson is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Northwestern Mutual, Panda Express, and other organizations across various sectors. He has also been associated with academic institutions such as the University of Missouri-St. Louis and William Woods University. Osaic Wealth Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and model portfolios that include a range of investment products managed on discretionary or non-discretionary bases.

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.

William Meneses is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Ameriprise, he worked at Impact Partnership Wealth, Aul Financial Group, Bank of America, Merrill Lynch, U.S. Bank, and Central Bank. He is involved in non-investment activities including managing social media for the Mid America Rugby Union and teaching at the American Retirement Institute. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options. The firm uses proprietary research and third-party data to support its recommendations, which are implemented non-discretionarily in collaboration with clients and their advisors.

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.

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.

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.

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.

Patrick Mac Donald is a financial advisor with Ameriprise in Chesterfield, MO, holding a Series 66 designation and beginning his industry experience in 2025. His prior work includes four years at Edward Jones and roles outside finance such as at Campus Bar & Grill and the University of Missouri. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

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.

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.

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.

David Marti is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade and Charles Schwab. Outside of his advisory role, he is involved in managing a rental property. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Madalyn Close is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2025, she worked at Wells Fargo Clearing Services and has been involved with Rena's Dance Unlimited as a coach since 2019. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Patrick Conners is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. He has worked at Edward Jones since 2011. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

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.

Peyton Stauffer is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2023, Peyton worked at Cetera Advisors LLC and Legacy Wealth Advisors, Inc., where he continues to be associated. Outside of his advisory work, he has held non-investment roles with ride-sharing companies Lyft and Uber and serves as a trustee and power of attorney for a revocable living trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven portfolio management solutions.

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.

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.