Eric Hoffman is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Fisher Investments and several other firms before joining Saxony Capital Management. Hoffman also acts as a financial advisor and insurance agent for various insurance companies. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model, offering discretionary asset management alongside financial planning and consulting, using a range of investment methods and third-party managers.

Kathryn Freeman is a financial advisor with First Command Advisory Services in Town and Country, MO, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has worked with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 2011 and has also been affiliated with First State Community Bank since 2008. Freeman operates her own financial advising business, K Freeman Planning LLC, as an independent contractor. 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 provides financial planning and multiple wrap-fee asset management programs utilizing centrally managed model portfolios and third-party managers selected by its Investment Management Team.

Brent Wilhelm is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as treasurer for the St. Teresa Athletic Association in Belleville, IL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, offering services to individuals, high-net-worth clients, and institutional clients through a range of advisory programs, financial planning, and investment management solutions.

Phillip Wight is a financial advisor with First Command Advisory Services and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, having worked at firms including MML Investors Services, New York Life Insurance, Wells Fargo Clearing, and Ameriprise. Outside of his advisory role, he is involved as a handler volunteer for the nonprofit Dogs on Duty and owns a business called StlTopRides. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Stephanie Miller is a Series 63 and Series 65-licensed financial advisor with nine years of industry experience. She is currently with Bankers Life Advisory Services, Inc. and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC. She is based in Kirkwood, MO. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Gwendolyn Taylor is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2019. She previously worked at Stern Brothers & Co. and Edward Jones. Outside of her advisory work, Taylor co-owns Olive Vinyl Creations and fully owns Taylored Tents, a party tent rental business, both located in Kirkwood, MO. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that integrate proprietary strategies and third-party models.

Jeffrey Wolfe is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 16 years of industry experience. He has been with Benjamin F. Edwards since 2013 and previously worked at Edward Jones for three years. Outside of his advisory role, he serves as secretary on the executive board of Westborough Country Club in St. Louis, assisting with club management decisions. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, utilizing proprietary strategies and third-party models to deliver both discretionary and non-discretionary managed solutions.

Ronald Adkison Jr. is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with 12 years of industry experience. He joined Creative Planning in 2017 after five years at Stifel Nicolaus. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Wayne Rector is a financial advisor with Eagle Strategies (New York Life) based in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include work at Blueprint for Wealth LLC and Precision Wealth Strategies LLC, and he is also involved with Precision Healthcare LLC. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing the majority of its assets on a non-discretionary basis within a New York Life affiliate framework.

Kristie Daniel is a financial advisor at &PARTNERS in Saint Louis, MO, with 12 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including high-net-worth individuals, institutional clients, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, with services delivered through both in-house advisors and third-party managers.

Mark Morgan is a financial advisor with PNC Wealth Management in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Clearing Services. Outside of advisory work, he is the owner of Supplied Demand LLC and has worked part-time as an associate for Amazon. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic assessments to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

Patrick Ray is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at FSC Securities and The Retirement Group, LLC. He is also a licensed fixed insurance agent in St. Louis, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Ronald Dickey is a financial advisor with Kestra Advisory Services who holds Series 63 and Series 66 credentials and has 39 years of industry experience. His career includes prior roles at Cetera Advisors, First Allied Advisory Services, and other affiliated firms. He is a co-trustee of the Carl Dickey Living Trust and the Janet Dickey Living Trust and serves as a financial consultant for Burgdorf and Associates Wealth Managers, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm supports complex investment solutions and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Thomas Gilbers is a CFP® with 13 years of experience in the financial services industry. He is currently with Creative Planning, LLC and has previously worked at firms including Aldrich Wealth LP and Stifel Nicolaus. Gilbers holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, individually managed portfolios, and private market investments.

Ryan Osborn is a financial advisor with First Citizens Investor Services, Inc. in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. His career includes roles at BMO Harris Financial Advisors and LPL Financial. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, wrap programs, model portfolios, and tax-aware services, applying a client-centered process that incorporates fundamental, quantitative, and technical analysis across various asset classes.

Gregory Rolfes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at firms including LPL Financial, Butler Associates Financial Planners, and FSC Securities Corporation. In addition to his advisory role, he operates a CPA practice specializing in tax preparation and accounting. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a broad network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Michele Mehrtens is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 14 years of industry experience. She previously worked at Stifel Nicolaus & Company, Inc. for 13 years and Merrill for 5 years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs and investment management solutions, including proprietary strategies and third-party model providers.

Michele Tanner is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing nine years of industry experience. She has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

John O’Shea is a financial advisor with Concurrent Investment Advisors, LLC in St. Louis, MO, holding Series 65 and Series 66 credentials and six years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and TIAA CREF. He serves as sole trustee for an unrelated incapacitated individual, a role he has held since 2015. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Kirk Tebo is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked with Principal Financial Services since 2016 and has been with Principal Life Insurance since 1999. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.