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.

Stephanie Mc Fadden is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to Edward Jones, she worked at Brighthouse Securities, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

David Pulliam is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. The firm serves more than four million individual and institutional clients, offering a broad range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and maintains capabilities beyond advisory services, such as a trust company and securities-based lending.

James Johnson Sr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Inc., Signator Investors, Inc., and MSI Financial Services, Inc. Outside of his advisory role, he is active as an insurance agent selling long-term care, life insurance, and fixed annuities. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment strategies through both discretionary and non-discretionary approaches.

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.

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.

Kerry Statler is a financial advisor at Edward Jones in Ofallon, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Statler is active as a baseball and softball umpire and sports official with several local athletic associations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

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.

Thomas Kriss is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and Saxony Capital Management. Kriss is based in O'Fallon, Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

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 CFP® professional with 44 years of experience in the financial industry. He has been with LPL Financial since 2002, operating out of Chesterfield, MO. 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, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.

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.