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Elaine G

Series 66

Maryland Heights, MO

Edward Jones

Elaine Gatewood is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she worked at Alro Steel for four years and QuikTrip for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and a large nationwide network of financial advisors.

Business ownership considerations Inheritance planning General estate planning guidance Founder/Business Owner Religious/faith focused
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Kimberly T

Series 66

Maryland Heights, MO

Edward Jones

Kimberly Tohill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in various educational roles within multiple school districts and at Missouri Baptist University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, a proprietary money market fund, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James J

Series 63, Series 65

Saint Peters, MO

LPL Financial

James Johnson Sr. is a financial advisor with LPL Financial in Saint Peters, MO, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior experience includes six years at Woodbury Financial Services, Inc. Outside of his advisory role, he is an agent selling life, long-term care insurance, and fixed annuities through Johnson Financial Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual, retirement plan, institutional, and charitable clients. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from in-house and third-party sources.

College savings (529s, UTMA, etc.)
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Kerry S

Series 63, Series 66

Ofallon, MO

Edward Jones

Kerry Statler is a financial advisor at Edward Jones in Ofallon, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Statler is active as a baseball and softball umpire and sports official with several local athletic associations. 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 approximately $1.01 trillion in assets and provides a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Thomas K

Series 66

O'Fallon, MO

LPL Financial

Thomas Kriss is a financial advisor with LPL Financial in O’Fallon, Missouri, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting supported by research and technology-driven portfolio management.

College savings (529s, UTMA, etc.)
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Victoria L

Series 66

Maryland Heights, MO

Edward Jones

Victoria Lesage is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Thoughtprocess Interactive and Velvet Morning Press. Her other business activities include involvement in book editing and receipt of royalties from Amazon.com, Inc. 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 under management through a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Gregory B

CFP®, Series 66

St Charles, MO

Edward Jones

Gregory Boschert is a CFP®-certified financial advisor with Edward Jones in St. Charles, MO, and has 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. 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.

Divorce financial planning General estate planning guidance Retirement income strategy Early retirement planning Wealth management Retired Founder/Business Owner Executive
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Danielle C

Series 66

Maryland Heights, MO

Edward Jones

Danielle Coffyn 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 2020. Prior to her current role, Danielle was employed at bioMerieux and St Louis Language Immersion Schools. Outside of advising, she is involved in writing, including poetry book sales and contributions to a Substack newsletter. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs with discretionary and non-discretionary strategies, a broad range of affiliated investment options, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert F

Series 66

Maryland Heights, MO

Edward Jones

Robert Fienup is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, with 17 years of industry experience. He has been with Edward D Jones & Co since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions through a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Rhys L

Series 66

Maryland Heights, MO

Edward Jones

Rhys Luster is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with $1.01 trillion in assets under management. 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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brian F

Series 63, Series 65

O'Fallon, MO

OSAIC

Brian Fruend is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 32 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 22 years before joining Osaic in 2026. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by advanced asset-allocation tools and third-party solutions, operating through a large network of affiliated advisors and platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James C

Series 63, Series 65

Godfrey, IL

Raymond James Financial

James Claywell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has served as a financial advisor and owner of Claywell Asset Management, LLC since 2016. Claywell also has a background in education, having worked at Marquette Catholic High School for nearly two decades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jeffrey P

CFP®, ChFC®, Series 63

St Charles, MO

Edward Jones

Jeffrey Pomeroy is a financial advisor at Edward Jones in St. Charles, MO, holding the CFP® and ChFC® designations with 23 years of industry experience at the firm. He serves as the finance committee chair for St. John the Apostle and Evangelist Church, providing guidance on the church’s financial decisions. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, managed solutions, and affiliated investment products through a large national network of advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Andriana S

Series 66

Maryland Heights, MO

Edward Jones

Andriana Sterling is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lauren A

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Lauren Angelo is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. 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. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jenna P

Series 66

Maryland Heights, MO

Edward Jones

Jenna Parsons is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 credential and previously worked at SAS Dance Supply, Barnes & Noble College, Lindenwood University, Washington Community High School, and Central Intermediate School. 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 national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Melissa K

Series 66

Maryland Heights, MO

Edward Jones

Melissa Kuhn is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2004. Outside of her advisory role, she is involved with Bi-Petro, Inc., a company related to oil royalties and rights in Springfield, Illinois. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew R

Series 63, Series 65

Maryland Heights, MO

Edward Jones

Matthew Ruzicka is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Stifel, TD Ameritrade, and Charles Schwab. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Emily M

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Emily Melchiori is a financial advisor at Edward Jones with 25 years of industry experience. She has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of her advisory role, she owns a commercial office building and a vacation home on Monkey Island, Oklahoma. 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 investment strategies and advisory services supported by a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Zacary F

Series 66

O'Fallon, MO

OSAIC

Zacary Fruend is a financial advisor with OSAIC, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles in education and construction, as well as a position at Stifel Financial. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers through a variety of advisory platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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