Stanford Lindquist III is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Money Concepts Capital Corp since 1993. Lindquist is also an officer at Wealth Concepts, Corp., an independent insurance agency. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a variety of managed programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis.

Jason Grosse is a financial advisor with Money Concepts Capital Corp in Washington, MO, holding Series 63 and Series 65 credentials and with 10 years of industry experience. He has been with Money Concepts Capital Corp since 2015 and has also worked at Matthew Haeffner Financial Services LLC since 2022. Outside of his advisory role, he is involved with Grosse Financial Services LLC and Matthew Haeffner Financial Services LLC in non-investment related capacities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets.

Matthew Haeffner is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes ownership and management roles in several businesses, including Haeffner Cattle Company and multiple LLCs. Outside of financial services, he is involved in cattle farming. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting to a broad client base, including individuals, pension plans, and charitable organizations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Brian Lich is a financial advisor with Money Concepts Capital Corp in Eureka, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has worked at Money Concepts since 2010. Outside of his advisory role, Lich is involved in health and Medicare insurance sales and serves as a benefits consultant through Wealth Concepts Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

James Obrien is a financial advisor with Money Concepts Capital Corp, holding Series 66 and Series 63 licenses and bringing 29 years of industry experience. He has worked at Money Concepts Capital Corp since 1996 and previously operated James T. O'Brien CPA from 1991 to 2019. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a large network of advisors and employs model-driven, asset-allocation approaches with a range of discretionary and non-discretionary programs.

Dennis Clifford is a financial advisor with Money Concepts Capital Corp in North Kansas City, MO, holding a Series 66 designation and 22 years of industry experience. He previously worked at Country Club Financial Services, Inc. for 13 years before joining Money Concepts Capital Corp in 2017. Outside of his advisory role, he is involved as a member of Bama Hotel Partners, LLC, and owns Clifford Advisors LLC. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, utilizing fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Klinton Silvey is a financial advisor at Money Concepts Capital Corp with five years of industry experience. He holds a Series 66 designation and has worked in financial services since 2020. In addition to his advisory role, Silvey serves as an associate pastor and is a certified personality trainer with Ntrinsx. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and combines fundamental and technical analysis with modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Joann Kirchhofer is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Money Concepts since 2002 and has operated her own CPA practice since 1990. Kirchhofer serves as a trustee and participates in an investment club, reflecting involvement in both financial and community activities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Shannon Britt is a Series 65-licensed financial advisor at Money Concepts Capital Corp with six years of industry experience. She manages operations for Wealth Concepts, Inc., a role she has held since 2017, and provides consulting services for Castellum Asset Management. Money Concepts Advisory Services offers investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies and combines proprietary and third-party portfolio management across discretionary and non-discretionary programs.

Steve Long is a Series 66-credentialed advisor with 13 years of industry experience. He has been with Money Concepts Capital Corp since 2016 and currently works with the Insurance Group of St Charles Co LLC. Outside of his advisory role, he owns Long Financial Services LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and uses fundamental and technical analysis along with modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Aaron Jeffers is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and seven years of industry experience. He has been with Money Concepts since 2018 and has presented for the Federal Benefits Academy since 2026. Outside of his advisory role, Jeffers serves as president of the Free to Live Ministry, where he writes religious devotionals, and he has been promoting his own book since 2024. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses both fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and account rebalancing.

Kenny Parker Jr. is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Money Concepts since 1998 and with Money Concepts Capital Corp since 2000. Outside of advisory work, he serves as an officer for Wealth Concepts, Corp., an independent insurance agency, and is a vice president of regional training. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Chrysa Snow is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and beginning her industry experience in 2023. She has worked at Haefner Wealth Advisors (Money Concepts) and Money Concepts Capital Corp, with prior experience as the owner and sole employee of Chrysa Snow Photography. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, using third-party managers and platforms such as Envestnet to support portfolio management and reporting.

Benjamin Hoeft is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience, including prior roles at Ameriprise and Fortune Bank. He is also employed by Wealth Concepts Inc., where he works significant hours during trading periods. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and account structures, utilizing a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Lawrence Lund is a CFP® with 25 years of experience at Money Concepts Capital Corp, where he has worked since 2001. He serves on the board of directors for the Missouri Baptist Medical Center Foundation. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and operates as an enterprise-scale adviser managing approximately $4.07 billion in client assets through a network of several hundred advisors.

Michael Momeno is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He is also president of Seasons Bridge Financial, a non-investment related business, and works as a driver for Uber. Since 2025, he has been involved with the Federal Benefits Academy in a training role. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Cole Long is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO. He holds the Series 66 designation and has three years of industry experience. Prior to his advisory role, he worked at Hussmann Corporation for six years and attended Missouri State University. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and service providers.