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Katherine M
Series 66
St. Louis, MO
Edward Jones
Katherine Mooney is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. She previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing, each for five years, before joining Edward Jones in 2021. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Hillary C
Series 66
St. Louis, MO
Edward Jones
Hillary Clemens is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, Clemens teaches seminars for parents through the Anasazi Foundation, a nonprofit focused on wilderness therapy, and paints and sells hand-painted greeting cards under The Clementine Press. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.
Kara B
Series 63, Series 66
St. Louis, MO
Edward Jones
Kara Bishop is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and having 32 years of industry experience. She has been with Edward Jones since 1994. Outside of her advisory role, she is the owner and president of Bishop & Associates, LLC, a plumbing and mechanical repair business in Eureka, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions. The firm operates an extensive network of financial advisors and branch offices and provides both discretionary and non-discretionary strategies under a fiduciary standard.
Erin F
Series 66
St. Louis, MO
Edward Jones
Erin Fuehrmeyer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 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, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Joseph H
Series 66
Des Peres, MO
LPL Financial
Joseph Heitkamp is a financial advisor with LPL Financial in Des Peres, MO, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities. He also sells life insurance as a part of his professional activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, leveraging research and model portfolios to provide discretionary and non-discretionary management solutions.
Zachary G
CFP®, CFA®, Series 66
St. Louis, MO
Edward Jones
Zachary Gildehaus is a CFP®, CFA®, and Series 66-registered financial advisor with Edward Jones, where he has worked since 2013. He has 11 years of industry experience and is based in St. Louis, MO. In addition to his advisory role, he serves as an adjunct professor at Webster University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discreet and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.
Yelena G
Series 66
St. Louis, MO
Edward Jones
Yelena Gamblin is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory work, she is engaged in photography as an occasional activity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm is notable for its extensive network of financial advisors and branch offices, alongside offering discretionary and non-discretionary managed solutions and other specialized services.
Jody K
Series 66
St. Louis, MO
Edward Jones
Jody Keele is a Series 66 licensed financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. She has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Mark V
ChFC®, Series 66
Sunset Hills, MO
Edward Jones
Mark Vance is a ChFC®-designated financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and previously spent nine years at Indiana Automotive Fasteners Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions under a fiduciary standard.
Jingyi S
CFP®, CFA®, Series 66
St. Louis, MO
Edward Jones
Jingyi Sui is a financial advisor with Edward Jones in St. Louis, MO, holding the CFP®, CFA®, and Series 66 credentials with 11 years of industry experience. She has been with Edward Jones since 2014 and also works part-time as a financial analyst for WTS Paradigm, an IT company serving building products manufacturers and related businesses. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors nationwide.
James M
CFP®, Series 66
St Louis, MO
LPL Financial
James Milford is a CFP® professional affiliated with LPL Financial in St. Louis, MO, with 18 years of experience in the financial services industry. His prior roles include positions at Creative Planning, Avantax, and Scottrade, among others. He is involved with Zanowski Financial Group LLC, which serves as his business entity for LPL-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides comprehensive financial planning and advisory programs supported by extensive research and a variety of investment strategies.
Valerie B
Series 63, Series 65
Des Peres, MO
LPL Financial
Valerie Baker is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, she worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from various sources.
Amy J
Series 63, Series 66
St. Louis, MO
Edward Jones
Amy James is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with Edward Jones since 2005. 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 strategies, including discretionary and non-discretionary wrap fee programs, alongside affiliated mutual funds and tax-efficient services, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.
Carrie G
Series 66
St Louis, MO
Edward Jones
Carrie Gross is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with four years of industry experience. Before joining Edward Jones in 2022, she worked at the Produce for Better Health Foundation for five years and Bartech for one year. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.
Melissa K
Series 66
St. Louis, MO
Edward Jones
Melissa Krus is a financial advisor at Edward Jones in Kirkwood, MO, holding a Series 66 designation with 11 years of industry experience. She 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 approximately $1.01 trillion in assets under management. 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.
Kristin K
CFP®, CFA®, Series 66
St. Louis, MO
Edward Jones
Kristin Krapja is a financial advisor with Edward Jones in St. Louis, MO, holding the CFP®, CFA®, and Series 66 designations. She has 12 years of industry experience and has been with Edward Jones since 2013. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Thomas H
Series 63, Series 66
St. Louis, MO
Edward Jones
Thomas Hickey is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 63 and Series 66 designations with 27 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. 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 tax-efficient solutions under a fiduciary standard.
Kevin H
Series 66
St. Louis, MO
Wells Fargo Advisors
Kevin Hereford is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2009. In addition to his advisory role, he owns Home Field Advantage Wealth Management LLC and serves as trustee for multiple family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.
Jeff P
Series 63, Series 66
Millstadt, IL
Edward Jones
Jeff Pratl is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he is president of Pratl LLC, a commercial rental property business in Millstadt, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.
Brandon B
Series 66
St. Louis, MO
Edward Jones
Brandon Bieser is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.
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