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Jay H
Series 66
St Louis, MO
LPL Enterprise
Jay Hill is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and held various roles outside finance, including positions at Walgreens, the United States Post Office, and Ameristar casino. Jay also operated a business called JayMart for nine years. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to managed portfolio programs through both advisory and brokerage channels. The firm’s integrated platform combines adviser programs with sales of financial products, including insurance, and employs model portfolios and third-party strategists for investment advice.
Nicholas M
CFP®, Series 63, Series 66
St. Louis, MO
Edward Jones
Nicholas Max III is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO since 2025. His previous roles include positions at The Vanguard Group Inc, GWFS Equities Inc (Empower Retirement), and Charles Schwab & Co Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a broad range of investment strategies, tax-efficient services, and proprietary capabilities supported by a large national network of financial advisors and branch offices.
Andrew Z
Series 66
St Louis, MO
LPL Financial
Andrew Zanowski is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2020, he worked for Securities America Advisors, Inc. and Securities America, Inc. from 2011 to 2020. Outside of his advisory role, he is involved with Financial Services Holdings, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and services, including financial planning, retirement consulting, and access to model portfolios and research, with offerings that cover both discretionary and non-discretionary management.
Amy S
Series 63, Series 66
St. Louis, MO
Edward Jones
Amy Starzyk is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.
Susan L
Series 66
St. Louis, MO
Edward Jones
Susan Loudenslager is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at the Olin Business School at Washington University in St. Louis, 3M Company, and Conagra Brands, 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 over 23,700 financial advisors and more than $1 trillion in assets under management.
Christopher B
Series 63, Series 66
St. Louis, MO
Edward Jones
Christopher Betlach is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 32 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, 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 and operates a large network of financial advisors and branch offices nationwide.
Gregory S
Series 63, Series 65
Chesterfield, MO
Mass Mutual Investors Services
Gregory Stein is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His prior work includes roles at MetLife Securities Inc. and MassMutual Life Insurance Company. He is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.
Jacob P
Series 66
St Louis, MO
LPL Enterprise
Jacob Pfeiffer is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He has also worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he is involved in management duties at Chuck E Cheese. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products.
Darin A
Series 63, Series 65
Chesterfield, MO
Cetera
Darin Alexander is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked at Cetera since 2021 and previously served at VOYA Financial Advisors and New York Life Insurance Co. Alexander is also the owner and president of Alexander & Associates, CPA, PC, a firm providing tax preparation and financial statement services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and provides access to multiple program platforms, including model portfolios and third-party managers.
Robert M
Series 66
St Louis, MO
Cambridge Investment Research Advisors
Robert Munroe is a financial advisor with Cambridge Investment Research Advisors in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Commonwealth Financial Network, Triad Financial Group, and Mass Mutual, among others. Munroe is also involved in fixed insurance sales as a secondary business activity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm provides comprehensive financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management and platform options tailored to client objectives.
Karla B
Series 66
St. Louis, MO
Edward Jones
Karla Buettner is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO. She has 13 years of industry experience and has been with Edward Jones since 2007. 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 provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Marc C
Series 63, Series 66
Chesterfield, MO
Mass Mutual Investors Services
Marc Chenot is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with MassMutual Life Insurance Company and MML Investor Services, LLC since 2013. In addition to his advisory role, he engages in life, disability, and health insurance sales, collaborating with Caravus to provide health insurance solutions to businesses. MassMutual 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, structuring planning engagements as annual collaborations that use firm-approved technology to analyze client goals and deliver written recommendations.
Aaron S
Series 63, Series 66
St Louis, MO
Charles Schwab
Aaron Schoenecker is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Inc. and Scottrade Inc. Outside of his advisory career, he has maintained longstanding involvement with Dairy Queen. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by comprehensive research and centralized operational infrastructure.
Erin P
CFP®, Series 63
St. Louis, MO
Edward Jones
Erin Pauley is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, having 21 years of industry experience. She has been with Edward Jones since 2004. 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 large network of financial advisors and branch offices nationwide.
Kathleen J
Series 66
Saint Louis, MO
Edward Jones
Kathleen Judge is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2011. 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 across a large network of advisors and branch offices, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
Jennie B
Series 63, Series 66
St. Louis, MO
Edward Jones
Jennie Bishop is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. She worked at Scottrade, Inc. for 16 years before joining Edward Jones in 2018. Outside of her advisory role, she is involved as a member of Liston Farms LLC, operating The Liston Biscuit Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Tara P
Series 66
Chesterfield, MO
Merrill
Tara Pugh is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for three years before joining Merrill in 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.
Gregory R
Series 63, Series 65
Frontenac, MO
Merrill
Gregory Reynolds is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Merrill since 2009 and has also been with Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Michael M
Series 66, Series 63
St. Louis, MO
Edward Jones
Michael Medina is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 credentials with four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Charles Schwab/TD Ameritrade for five years and has a background in the restaurant and retail sectors. 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 with approximately $1.01 trillion in assets under management. The firm is known for its extensive retail advisor and branch network and provides affiliated services including trust, mutual funds, and securities-based lending.
David M
CFP®, Series 63
Chesterfield, MO
Edward Jones
David Maloney is a CFP®-certified financial advisor with Edward Jones in Chesterfield, MO, where he has worked since 2001, totaling 24 years of industry experience. His other business activity includes involvement with DC Shareholders, a limited partnership based in Wildwood, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.
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