Peter Donovan is a CFP® and ChFC® with 21 years of industry experience. He is currently with Arax Advisory Partners and previously worked at Summit X, LLC and Equitable Advisors. He serves on the Board of Trustees and Finance Committee at Incarnate Word Academy and is involved in insurance agency activities and referral work for proprietary data archiving software. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers a wide range of services including portfolio management, financial planning, retirement plan consulting, and private fund advisory, combining both traditional and alternative investments supported by in-house and external portfolio teams.

Adam Bippen is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds the Series 65 designation and previously worked at Summit Wealth Strategies and the University of Missouri. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach and utilizes both in-house and external managers, blending traditional and alternative investments across discretionary and non-discretionary accounts.

Trisha Koontz is a financial advisor at Arax Advisory Partners with six years of industry experience. She holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments, Summit Wealth Strategies, Commerce Brokerage Services, and Commerce Bank. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory using a mix of traditional and alternative investments, supported by in-house and external resources.

Michael Ott is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Summit X, LLC and Equitable Advisors. Outside of advisory work, he owns and operates a baseball training business called Legacy Performance Academy, LLC. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing both traditional and alternative investments supported by in-house teams and third-party analytics.

Seth Roggenkamp is a financial advisor at Arax Advisory Partners with two years of industry experience. He holds a Series 65 designation and previously worked at Summit Wealth Strategies for one year before joining Arax Advisory Partners. Seth completed ten years of study prior to beginning his advisory career. Arax Advisory Partners offers wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with in-house and external portfolio management resources, utilizing both traditional and alternative investments, and supports clients through comprehensive financial planning and specialized advisory programs.

Kayla Nieman is a Series 66-licensed financial advisor at Arax Advisory Partners with 23 years of industry experience. She previously worked at Summit X, LLC for nine years and Equitable Advisors for twelve years. Nieman serves as the treasurer for Girl Scouts of Eastern Missouri, Troop 98. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses, employing a mix of traditional and alternative investments managed through in-house teams and external managers.

Joseph Curtis is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Summit Wealth Strategies and BMO Harris Financial Advisors. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach and combines in-house portfolio teams with external managers and alternative investments, supported by AI tools and third-party analytics.

Kelly Stilts is a financial advisor at Arax Advisory Partners with a Series 65 designation. Kelly has no prior industry experience but has worked at Arax Advisory Partners since 2025. Before joining the advisory field, Kelly held various roles at Centene Corporation from 2011 to 2023 and is currently involved with 1st Phorm. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers services such as discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing a mix of in-house teams and external managers with traditional and alternative investment strategies.

Carlton Dick is a financial advisor with Arax Advisory Partners and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Summit X LLC, and Equitable Advisors. He is also licensed as a life insurance agent with Ash Brokerage/PKS Financial. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs a range of investment strategies including both traditional and alternative investments, supported by in-house portfolio teams and third-party managers.

Brent Spicuzza is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, Summit Wealth Strategies, and Summit X. He serves as secretary on the board of Summit Bancshares, Inc. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing a mix of traditional and alternative investments managed by in-house teams and external managers.

Deborah Edwards is a CFP® professional with 22 years of experience in financial advisory. She is currently with Arax Advisory Partners and previously worked at Summit X, LLC, and Equitable Advisors. She is also active as a life insurance agent with Ash Brokerage. Arax Advisory Partners offers wealth management and advisory services to a diverse client base including individuals, family offices, institutions, and businesses. The firm employs a fiduciary approach, using a mix of in-house teams, external managers, and both traditional and alternative investments, supported by AI tools and third-party analytics.