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 with 18 years of experience in the financial services industry. He is currently with LPL Financial in St. Louis, MO, joining the firm in 2023. His prior roles include positions at Creative Planning, Avantax, ProEquities, Charles Schwab, and Securities America Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, 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, third-party research, and technology-driven tools.

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.

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 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.

David Walsh is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously spent seven years with VOYA Financial Advisors. Walsh is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by more than 10,000 advisors and managing over $256 billion in assets.

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.

Jeffrey Fox is a CFP® professional with 12 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Mutual Advisors, LLC, Mass Mutual Life Insurance Company, and Visionary Wealth Advisors, LLC. In addition to his advisory work, he is a notary and an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services with access to model portfolios, third-party research, and advanced portfolio management tools.

Melissa Krus is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 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, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients through a large network of financial advisors and branch offices nationwide.

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 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.

Kristina Franke is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017, following six years at Morgan Stanley Smith Barney. Merrill, together 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 model-based and discretionary strategies for individuals, high-net-worth clients, and institutions, with portfolio implementation tailored by strategy and investment preferences.