Julie Ann Moriarty

Christopher Abbott is a CFA® charterholder and Series 66 licensed advisor with six years of industry experience. He has worked at Argent Capital Management and currently leads 1035 Capital Management LLC. Abbott also serves as an adjunct professor at Lindenwood University and owns DL Financial, a firm providing back-office support for financial advisors. 1035 Capital Management LLC is an independent registered investment adviser managing approximately $5.1 million for individuals, high-net-worth clients, family offices, and institutional clients. The firm employs a combination of bottom-up fundamental analysis, macro/sector and technical inputs, and proprietary tools across specialized strategies including small-cap equity, preferred securities, and commodity trend following.

Aaron Keener Smith is a financial advisor at Tiburon Capital Advisors LLC with one year of industry experience. He holds a Series 65 designation. His prior work history includes roles at Stl Weightloss and FXPM. Tiburon Capital Advisors provides discretionary and non-discretionary investment management and investment policy development primarily for accredited and high-net-worth individuals and small businesses. The firm employs a combined tactical and strategic investment approach using model allocations and bespoke recommendations across a range of instruments, including ETFs, options, and alternative investments.

Alexandra Markulis is a financial advisor at The Wealth Collaborative with seven years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for six years. The Wealth Collaborative provides investment management, financial planning, and retirement plan consulting for individual clients and small employer plans. The firm manages portfolios on a discretionary basis using a blend of fundamental and cyclical analysis with both passive and active strategies, and it offers educational seminars and speaking engagements to organizations and the public.

Hannah Wardenburg is a CFP® and Series 66-licensed financial advisor at The Wealth Collaborative with six years of industry experience. Her prior roles include positions at Hightower and Edward Jones. The Wealth Collaborative offers investment management, financial planning, and retirement plan consulting for individuals and small employer plans. The firm uses a combination of fundamental and cyclical analysis alongside passive and active strategies, and provides educational seminars and speaking engagements in addition to managing discretionary portfolios tailored to clients' risk tolerances.

Kevin Lang is a CFP® professional with over 31 years of experience in financial advising. He has been with Lang & Becker, Inc. since 2006 and previously worked at Triad Advisors, LLC. In addition to his advisory role, he operates a CPA firm specializing in tax planning, preparation, and estate planning. Lang & Becker serves individual and business clients, managing approximately $98.8 million across 69 accounts. The firm offers personalized investment advisory and financial planning services, utilizing the Osaic Wealth Management platform and combining advisory services with in-house tax and accounting expertise.

Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in Washington, Missouri, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Wealth Management Advisors in 2020, she worked at Sagepoint Financial in various roles from 2011 to 2019. Outside of her advisory work, she participates actively in local community organizations, including the Washington Optimist Club and Women With Purpose. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and investment advice to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm uses third-party advisory platforms and independent managers to deliver primarily non-discretionary advice, combining fundamental and technical analysis across a range of investment strategies.