Erin Zawalski is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations and seven years of industry experience. Prior to joining Edward Jones, she worked at Commerce Bank and L.J. Hart & Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Nicole Hatfield is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Advanced Resources, Enterprise Holdings, Washington University in St. Louis, and Maritz Global Events. Outside of her advisory work, she sells miscellaneous items on eBay. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive network of financial advisors and branches, affiliated mutual funds, and fiduciary standard in providing advisory services.

Robert Toner is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He worked at William Blair Investment Management LLC for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors. The firm operates under a fiduciary standard and offers both discretionary and non-discretionary strategies, including tax-efficient services and access to affiliated mutual funds and alternative investments.

Megan Konstantopoulos is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. The firm, Edward Jones, is a full-service wealth management company serving over four million individual and institutional clients. It offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Joseph Cates is a financial advisor at Edelman Financial Engines with two years of industry experience. He previously worked at LPL Financial LLC and Citigroup. Outside of finance, he has experience in fitness instruction through roles at Kaw Valley Crossfit and CrossFit Wildwood. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term investment approach.

Gail Knop is a Series 66-licensed financial advisor with Primerica Advisors, based in St. Louis, MO, and has five years of industry experience. She has worked with Primerica Advisors since 2022 and previously held roles at Avantax Advisory Services, Avantax Insurance Agency, and Avantax Investment Services from 2020 to 2022. Outside of her advisory work, she owns and operates It All Adds Up, LLC, a business focused on accounting, bookkeeping, and tax services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Scott Thoma is a financial advisor with Edward Jones in St. Louis, MO, holding the CFP® and CFA® designations and 27 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he works as a statistician for Fox Sports, providing statistical analysis at St. Louis Blues games. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Rebecca Reed is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2015. 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 supported by a network of around 23,701 financial advisors. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Austin Crump is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he partners with clients to educate, develop, and execute financial plans aimed at helping them achieve their goals. Austin has held various positions within the financial advisory field, including Investment Consultant at Fidelity Investments starting in 2025, Financial Advisor at Integrity Wealth Solutions in 2025, Insurance Broker at The Assurance Group in 2025, and Managing Partner at Modern Woodmen of America from 2023 to 2025. Outside of his professional career, Austin has interests in fitness, football, social events with friends, golf, music, and pets.

David Aronson is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors since 2009. In addition to his advisory career, he has been involved with Coats and Things since 1974. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Megan Reineke is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation and works out of Chesterfield, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. 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.

Shannon Lewandoski is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and 15 years of industry experience. Prior to joining LPL Financial in 2022, Shannon worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for six years. Outside of finance, Shannon serves as co-president of the nonprofit organization Hockey Players in Business and is involved in hockey coaching and training. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by research from LPL Research and third-party subadvisors.

Matthew Birkemeier is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior work experience at Waterway, Asics Corporation, Nike, and Liberty High School. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm integrates research, modeling, and tax-efficient strategies in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Gregory Gilsinn is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured discovery conversations and firm-approved planning tools to develop financial plans.

Carter Leeka III is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones for the entirety of his career, starting in 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 and investment solutions under a fiduciary standard, with approximately $1.01 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

Vanessa Okwuraiwe is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2001. Outside of her advisory role, she serves as a board member for the Shakespeare Festival St. Louis and has published a children’s book. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Thomas Falke is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2019 and previously held positions at firms including Judge Group, SaveALot, Beacon Hill, Panum Group, and Alkem Laboratories. Outside of his advisory role, he is associated with The Falcon Ops Project, a dormant project management consulting entity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of advisors and branches, providing various discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Cynthia Parson is a financial advisor at Edward Jones with 18 years of industry experience. She holds the ChFC®, Series 63, and Series 66 designations and has been with Edward Jones since 2010. Outside of her advisory role, she is associated with Parson Pub LLC, a restaurant and bar in French Village, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Logan Chartrand is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, Chartrand owns and operates WhizBang Media, LLC, a media production company focusing on podcast and audio content, and coaches high school football for the Francis Howell Central Spartans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Bridget Wilson is a financial advisor at Edward Jones with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2008. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a nationwide network of about 23,701 financial advisors and 15,121 branch offices.