Alicia Saint Ives is a Series 66-licensed financial advisor with Edward Jones in Maryland Heights, MO, where she has worked since 2007, accumulating 19 years of industry experience. Outside of her advisory role, she is involved as an independent sales consultant and artist for several direct sales businesses, including jewelry, activewear, and makeup. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 advisors.

Matthew Mc Donald is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding Series 65 and Series 66 designations and nine years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017 and previously worked with NATIONAL PLANNING CORPORATION (Cottone Wealth Management) from 2016 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative research, includes an ESG eligibility framework, and leverages broader derivatives and commodities capabilities.

Scott Mc Donough 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 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

John Clemons is a financial advisor at LPL Financial in St. Louis, MO, holding the CFP® designation with eight years of industry experience. His prior roles include positions at M & M Wealth Management and Meridian Wealth Management. He is also a business owner of A & B Enterprise of East KY, LLC, a non-investment related venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory professionals with research tools and diverse investment options.

Taylor Meador is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with four years of industry experience. Prior to joining Edward Jones in 2023, he worked at TD Ameritrade from 2021 to 2023 and has held various roles in health systems and other sectors. 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. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Malesevich is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as president and partner of Vintage Investors, an investment club focused on education and securities investment for its members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Alexis Santiago is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo, Alexis held roles at Merrill and the University of Rochester Simon Business School. Outside of his advisory work, he serves as a Parks and Lake Committee member for the Benton Park Neighborhood Association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third parties with diversification and modern portfolio theory to guide investment decisions, serving a broad client base including pension and charitable organizations.

Kevin Simpher is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2023. Outside of his advisory role, Simpher has ownership interests in several financial-related ventures including Ever Day Financial LLC and Portico Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, delivering tailored recommendations supported by proprietary research and planning tools.

Robert Zickus is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Edward Jones and Stifel. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

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.

Alana Sanchez is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Luca is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Luca has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets with more than 14,000 advisors and offers both brokerage and advisory solutions.

Rob Walters is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Brian Laubacker is a financial advisor with Cetera in St. Louis, MO, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked with Cetera and affiliated firms since 2014 and previously was involved with Eagle Ridge Investments LLC. Outside of his advisory role, he directs protective planning and employee benefits efforts and is involved in house rehabs and sales through a separate investment. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Jeremy Scott is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016, with prior roles at Wells Fargo Clearing and Stifel. Based in St. Louis, MO, he has served a diverse client base over his career. 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, supported by a large network of financial advisors and branch offices across the U.S.

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.