Robert Zickus is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options including discretionary plan-level investment selection and a broader range of financial product offerings than typical for large institutional advisers.

Michelle Mufson is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2006, where she has built long-term client relationships based on trust, attentive listening, and personalized service. Michelle works alongside her son, Joseph Mufson, as part of a family team committed to helping clients navigate their financial lives with care and confidence. Michelle specializes in financial strategies tailored for individuals, families, and businesses. Her expertise encompasses areas such as college education planning, corporate benefits, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income planning. She emphasizes understanding each client's financial situation thoroughly to develop aligned strategies that meet current needs and future objectives. Michelle holds a Bachelor's Degree from Touro College and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is actively involved in her community, volunteering with the Cancer Support Community and serving as a Court Appointed Special Advocate (CASA) for children in foster care. Michelle lives in University City, Missouri, with her husband and enjoys spending time with her growing family.

Michael Lorentz is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Charles Schwab and TD Ameritrade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary portfolio management or institutional advisory services. Its approach combines comprehensive written recommendations with options for ongoing reviews and separate managed-account programs.

Alana Sanchez is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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.

Matthew Luca is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 broader range of financial products than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

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.

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.

Douglas Gast is a financial advisor at UBS Financial Services with 55 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor client strategies.

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.

Dina Bartle is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Edward Jones since 2005. 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, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clay Jones is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Stifel. His prior roles include positions at Asset Consulting Group and Century Securities Associates, as well as work with Apex Oil Company and Affiliates. Outside of his advisory duties, he is involved with SAGM, LLC, a family office where he works as an investment accountant assisting with investment tracking and tax return preparation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses, typically providing fee-based, episodic financial plans without automatic implementation or ongoing monitoring.

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.

Mary Haislip is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 66 credentials and over 32 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2001. Outside of her advisory role, she serves as a trustee for The Kathryn G Favre Foundation for Animals and volunteers with the World Bird Sanctuary, assisting with fundraising efforts. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Mark Charlton is a financial advisor at Edward Jones in St. Charles, MO, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he owns and manages farm rental properties in Madison, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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.