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 financial career at Wachovia Securities before joining Merrill Lynch in 2006 to work alongside his father, Howard Loiterstein. Jason and his team at The Loiterstein Group serve a diverse client base that includes business owners, attorneys, physicians, CPAs, and individuals experiencing major life changes, focusing on crafting integrated strategies for investment, retirement planning, liability management, and wealth transfer. Jason holds a Bachelor's Degree from the University of Wisconsin System and maintains several professional credentials, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes building multi-generational client relationships, understanding clients’ motivations, and providing tailored solutions to meet their evolving financial needs. Residing in Clayton with his wife, Nicole, and their young son, Jack, Jason’s personal interests include spending time with family, playing golf, skiing, traveling, and supporting Wisconsin Badgers teams and the St. Louis Cardinals. He 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.

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 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.

Jeremy Blaine is a financial advisor at Edward Jones with 23 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work experience includes roles at Northwestern Mutual Wealth Management Company, Kevin Dooley, Northwestern Mutual Investment Services LLC, and Gerard Hempstead. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

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 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 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 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.

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.