Melissa Lenz is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she coaches the varsity cheerleading squad at Parkway West High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

David Iselin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to Edward Jones, he worked at The St Louis Trust Company and NISA Investment Advisors LLC. 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 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Claus is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2010. Outside of his advisory role, he is the owner of Claus Brothers Enterprises, LLC, which manages a family vacation cottage. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning in areas such as retirement, tax, and estate planning, delivered separately from portfolio management and with options to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Jeffrey Gendron is a CFA® charterholder and holds the Series 66 designation, with 17 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2011. 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, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Stephanie Matt is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she works as an independent travel agent specializing in planning Disney vacations. 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 offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Katharine Clauss is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2006. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Julia Beckerjeck is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and having 37 years of industry experience. She has been with Edward Jones since 1985. Outside of her advisory role, she works part-time as a clerk at a gift shop on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with more than $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a national network of financial advisors and branch offices.

Daniel Hefley is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Hefley owns a competition BBQ team called Double D's Smoke Show LLC. 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 advisory programs and investment strategies through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Rebecca Rodgers is a financial advisor at Edward Jones in St. Louis, Missouri, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, Rodgers coaches gymnastics at GymQuarters in O'Fallon, 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 and investment options, supported by a large network of financial advisors and branch offices nationwide.

Timothy Mc Clelland is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Stephen Halm is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Aaron Cole is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

David Rauh is a financial advisor at Edward Jones in Saint Louis, MO, with 11 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2010. 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.

Bryan Rapp is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is the owner of Kava Beverages LLC, a ready-to-drink beverage business based in Saint Louis. 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 solutions through a large nationwide network of advisors and branch offices.

Richard Stone is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with firms including Commerce Bank, Enterprise Bank & Trust, Cetera Investment Services, Ameriprise, and U.S. Bancorp Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-driven strategies.

Laura Baughman is a Series 66-credentialed financial advisor with Edward Jones, based in St. Louis, MO, and has seven years of industry experience. She has worked at Edward Jones since 2007, with a brief period at Athleta from 2021 to 2022. Outside of her advisory role, she contributes as a collaborator and content creator for Sea Captain Coaching, co-presenting seminars and authoring a book sold on Amazon aimed at college students and emerging leaders. 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 managed strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,000 financial advisors nationwide.

Josiah Gorman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. He has worked at Raymond James Financial Services since 2022. Outside of his advisory role, Gorman has also served as an independent contractor financial advisor for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Brian Graves is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2004. 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, supported by a large nationwide network of advisors and branch offices.

Douglas Smedley is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at PFS Investment Inc and Primerica Financial Services, along with nearly a decade at Elekta. Outside of advisory work, he is involved in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Shane Duggin is a financial advisor with Edward Jones in Maplewood, MO, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branches nationwide.