Jeffrey Harris is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Anders CPAs + Advisors and the Missouri Department of Labor. Outside of his advisory role, Harris serves as an alderman for the City of Fairview Heights. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers.

Paul Fagyal is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Edward Jones, Bank of America Private Bank, and Stifel Nicolaus & Co. Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Kevin Phillips is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. He has military experience through the US Air Force from 2014 to the present and has been with First Command in various roles since 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Joseph Buffa is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors Financial Network LLC. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm delivers specialized research and model guidance without exercising investment discretion or holding custody of client assets.

Carla Munton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 23 years of industry experience. She has been with Benjamin F. Edwards & Co since 2011. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.

Peter Mccarthy is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Benjamin F. Edwards since 2010. Outside of his advisory role, he serves as an alternate member of the City of Town and Country’s Board of Adjustment and as a trustee for the Fordyce Manor Drive Subdivision homeowners association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with oversight from an Investment Strategy Committee.

Allen Injijian is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at JPMorgan Chase Bank NA and Geller Advisors, LLC. Injijian has been affiliated with Washington University during his career. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines internal security and fixed-income strategies with third-party manager solutions and customized asset allocation.

Kristen Murray is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. Outside of her advisory work, she is also a property owner involved in managing rental real estate in Washington, DC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Ann Mclaughlin is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. She has been with Benjamin F. Edwards since 2009 and holds a Series 66 designation. Outside of her advisory role, she serves as Treasurer for the Brandenberg Estates Homeowners Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of investment management and financial planning services through both discretionary and non-discretionary strategies.

Richard Rehg is a CFP® professional with 16 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2023 and previously spent 14 years at Edward Jones. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Beth Anderson is a financial advisor at &PARTNERS with 11 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined 10 years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, ERISA consulting, and investment banking, utilizing a mix of proprietary and third-party investment strategies across discretionary and non-discretionary portfolios.

Joann Jolly is a financial advisor at &PARTNERS with 20 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at firms including Wells Fargo Clearing and Charles Schwab. &PARTNERS serves a diverse range of clients, including individual, institutional, and sovereign wealth fund clients, offering both investment advisory and brokerage services. The firm employs a combination of proprietary and third-party investment models and operates as both a broker-dealer and registered investment advisor.

Nicholas Frigerio is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with Benjamin F. Edwards since 2011. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services that include firm-developed and third-party model strategies.

Mark Cereghino is a financial advisor with Eagle Strategies (NY Life), holding a Series 63 designation and bringing 42 years of industry experience. His career includes long-term roles at Nylife Securities Inc. and New York Life Insurance Co., as well as over 15 years at Marco Financial, LLC. Outside of his advisory work, he serves as Chairperson for KETC Public TV and is president of the St. Louis Ballroom Dancers nonprofit, where he also teaches classes. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice across multiple program structures, with most assets managed on a non-discretionary basis and a distinctive focus on institutional and retirement-plan clients.

Matthew Muckler is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at Scottrade, Inc. for 13 years before joining Benjamin F. Edwards in 2018. Muckler serves as a co-trustee for the Michael P. Muckler Irrevocable Trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions that combine firm-developed and third-party strategies monitored by an Investment Strategy Committee.

John Morrissey is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He has previously worked at Hightower Advisors and Wells Fargo in various advisory roles. Outside of his advisory work, Morrissey serves as treasurer for the Lafayette Square Condo Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies with ongoing oversight from an Investment Strategy Committee.

Victoria Dunlap is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. She has worked at Principal Financial Services since 2016 and has been affiliated with Principal Life Insurance Company since 2000. Dunlap also serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s multiple offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Meehan is a financial advisor at Wells Fargo Investment Institute, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s research is organized across specialized divisions and emphasizes impersonal research and model guidance rather than direct investment discretion.

Marcy Pinnell is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies overseen by an Investment Strategy Committee.

Jason Ariston is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Benjamin F. Edwards since 2020, following positions at Raymond James & Associates and Wells Fargo Advisors and Clearing. Benjamin F. Edwards provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies, combining active and passive management approaches, with ongoing due diligence and portfolio monitoring conducted by BFE and third-party managers.