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Angela H
Series 63, Series 66
Creve Couer, MO
Wells Fargo Advisors
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.
Erin F
Series 66
St. Louis, MO
Edward Jones
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 H
Series 66
Des Peres, MO
LPL Financial
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 G
CFP®, CFA®, Series 66
St. Louis, MO
Edward Jones
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 V
Series 66
Frontenac, MO
Wells Fargo Clearing
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 P
Series 66
Ballwin, MO
Edward Jones
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 G
Series 66
St. Louis, MO
Edward Jones
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 B
CFP®, ChFC®, Series 66
Creve Coeur, MO
Edward Jones
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 K
Series 66
St. Louis, MO
Edward Jones
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.
Paul W
Series 66
Wentzville, MO
Edward Jones
Paul Wilson is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Mitek, Aerotek, CeeKay Supplies, and Stingray Parts Washers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.
Jingyi S
CFP®, CFA®, Series 66
St. Louis, MO
Edward Jones
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 M
CFP®, Series 66
St Louis, MO
LPL Financial
James Milford is a CFP®-certified financial advisor with 18 years of industry experience, currently associated with LPL Financial in St. Louis, MO. His prior roles include positions at Creative Planning, Avantax, Charles Schwab, and ProEquities. He is also involved with Milford Financial Services and Financial Services Holdings, LLC. 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, third-party asset management, and institutional platforms.
Victoria L
Series 66
Maryland Heights, MO
Edward Jones
Victoria Lesage is a financial advisor at Edward Jones with five years at the firm and a total of six years of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked at Thoughtprocess Interactive and Velvet Morning Press. Outside of her advisory role, she has been involved in book editing and receives royalties from work associated with Amazon.com, Inc. 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 programs, including discretionary and non-discretionary strategies, and maintains a large retail advisor and branch network alongside affiliated mutual funds and trust services.
Valerie B
Series 63, Series 65
Des Peres, MO
LPL Financial
Valerie Baker is a financial advisor with LPL Financial in Des Peres, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, and New England Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a wide network of investment adviser representatives.
Amy J
Series 63, Series 66
St. Louis, MO
Edward Jones
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 W
Series 63, Series 65
St Louis, MO
Cetera
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.
Jeffrey F
CFP®, Series 63, Series 65
Chesterfield, MO
LPL Financial
Jeffrey Fox is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He is currently with LPL Financial and has held previous roles at Mutual Advisors, LLC, Mass Mutual Life Insurance Company, and Visionary Wealth Advisors, LLC. Fox is also a notary and an independent insurance agent for non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.
Melissa K
Series 66
St. Louis, MO
Edward Jones
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 K
CFP®, CFA®, Series 66
St. Louis, MO
Edward Jones
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 H
Series 63, Series 66
St. Louis, MO
Edward Jones
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.
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