John Fleenor IV is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has worked with Stifel Nicolaus & Co., Inc. since 2010 and Stifel Independent Advisors, LLC since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group. The firm provides fee-based financial planning and emphasizes discretionary client decision-making in its implementation process.

Kristen Hill is a financial advisor with Merrill in Saint Louis, MO, holding Series 63 and Series 66 licenses and having six years of industry experience. Her prior experience includes roles at Charles Schwab, TD Ameritrade, Wells Fargo, and Bank of America. Hill’s background also includes work outside of finance with Al Salam Day School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Debojit Nayak is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Cornell University from 2015 to 2017. He is based in St. Louis, MO. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Katherine Mooney 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 2021, following five years at Wells Fargo Clearing. Based in St. Louis, MO, she provides advisory services within a well-established firm. 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 and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Karen Mariani is a financial advisor with Ameriprise in Manchester, MO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked with Ameriprise and its affiliate since 2008. Outside of her advisory role, she serves on the Board of Directors and Church Council for Parkway United Church of Christ in St. Louis. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Mary Weiss is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. She has previously worked at Charles Schwab, Wells Fargo Advisors, and UniGroup. Prior to her financial services career, she was employed at Maryville University and Nerinx Hall High School. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Byron Caskey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has had ownership in a separate business entity that is currently in the process of closing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Randall Skaggs Jr. is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has spent the majority of his career at Wells Fargo Clearing, with brief periods at Ardagh Group and a gap in employment. Outside of his advisory role, Randall engages in several non-investment-related activities, including work as a handyman and landscaper, plasma donation, and app-based delivery driving. 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 manages approximately $671 billion in assets and supports clients with a combination of brokerage and advisory solutions.

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.

Ronald Orf is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 designations and having 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and Walnut Street Securities, Inc. since 1998. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Jason Loiterstein is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career at Wachovia Securities before joining Merrill Lynch in 2006, working alongside his father, Howard Loiterstein, at The Loiterstein Group. Jason works with a loyal and growing circle of affluent clients across the St. Louis area and nationwide, including business owners, attorneys, physicians, CPAs, and divorced or widowed women. He and his team craft integrated strategies covering investment and retirement planning, liability management, and wealth transfer, engaging with clients and their families to understand their financial goals and motivations. Jason holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Wisconsin System. Jason is committed to building personal connections with multiple generations of client families and serving clients through various stages of their lives. Jason resides in Clayton with his wife, Nicole, and their young son, Jack. Outside of his professional role, he enjoys spending time with his family, playing golf and skiing, traveling, and following Wisconsin Badgers teams and the St. Louis Cardinals. Jason also volunteers at the St. Louis Zoo.

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 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 Heitkamp is a financial advisor with LPL Financial in Des Peres, MO, holding a Series 66 license and 17 years of industry experience. His prior roles include positions at MassMutual Investors Services, Massmutual Life Insurance Co, and MetLife Securities. He also engages in selling life insurance as part of his professional activities. 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 financial planning, portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and leveraging technology for operational and research functions.

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.

Matthew Voltz is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. His work history includes roles in hospitality and food service, such as positions at Flik Hospitality Group, Source Juicery, Peel Wood Fired Pizza, and Sacred Grounds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Bryan Pantazo is a financial advisor with Edward Jones in Ballwin, MO, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Webster University and was involved with Community Christian Church. He has experience running a business, Tazo Audio LLC, which operated from 2020 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

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.

Daniel Urschler is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2014. 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 financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.

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.