Donald Trainer is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory work, he is involved with the St. Louis Symphony and the Bach Society of St. Louis. Edward Jones is a full-service wealth management firm serving more than 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.

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.

Taylor Thomison is a financial advisor at Edward Jones in Tempe, AZ, with 10 years of industry experience. He holds the Series 66 designation and has previously worked at John Hancock Investment Management Distributors LLC and Bank of America/Merrill Lynch. 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 national network of financial advisors and branch offices.

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.

Christopher Neupert is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked for Hubbard Radio 101 ESPN for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Keith Klueter is a financial advisor at OSAIC with 24 years of industry experience. He previously worked at Woodbury Financial for 22 years before joining OSAIC in 2024. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he operates a sole proprietorship offering term, fixed, and universal life insurance products and is involved with CSE Strategy Partners, an insurance agency that hosts client events and generates products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes and managed-account solutions.

Brenna Race is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Scottrade. Outside of finance, she serves as a certified therapeutic riding instructor, designing and teaching equine-assisted therapy classes for students with diverse needs. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and extensive operational integration.

Christopher Barnhart is a CFP® professional with four years of industry experience. He currently works at Charles Schwab and previously held roles at TD Ameritrade, Chick-fil-A, First Watch Restaurant Group, and Southport Marketing. Outside of his financial career, he performs various small task work through Amazon Mechanical Turk. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

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.

Craig Kleinlein is a financial advisor with Edward Jones in Olivette, MO, holding Series 63 and Series 66 designations and has 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over 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, operating under a fiduciary standard.

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.

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.

Byron Caskey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, he has held a partial ownership interest in Bellerive Three LLC, a non-investment-related business based in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.

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.

David Domian is a financial advisor with LPL Financial in Chesterfield, MO, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has been with LPL Financial since 2002. 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 wide range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Angela Hetlage is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked within Wells Fargo’s affiliated entities since 2015. 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 broad range of financial planning services tailored to clients meeting a net-worth threshold, employing Wells Fargo research and tools to develop tailored investment recommendations.

Donald Beckerle is a CFP®-certified financial advisor at Osaic Wealth, Inc. with 37 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc. He participates in an investment club with monthly meetings to discuss the stock market and manages a financial services LLC that sells fixed insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes advanced asset-allocation tools and multiple investment platforms, including third-party managed solutions.

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.