Stephanie Miller is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 65 and Series 63 licenses and has nine years of industry experience, including eight years with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she maintains ownership of an inactive business consulting LLC. 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 employs a combination of fundamental, technical, and cyclical analysis methods to tailor portfolios according to clients' goals and risk tolerances.

Gwendolyn Taylor is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 17 years of industry experience. She previously worked at Stern Brothers & Co. and Edward Jones. Outside of her advisory role, she co-owns Olive Vinyl Creations, a local vinyl crafting business, and owns Taylored Tents, a party tent rental service in Kirkwood, MO. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, offering a range of model-based and customized investment strategies supported by in-house trading and third-party managers.

Jeffrey Wolfe is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc., where he has worked since 2013. He has 15 years of industry experience. Wolfe serves as a board member and secretary on the executive committee of Westborough Country Club, participating in management decisions and financial oversight. 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 advisory programs and investment strategies combining firm-developed and third-party models.

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, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include work with Captifi Wealth Solutions LLC and Blueprint for Wealth LLC. Outside of advisory work, he owns an insurance brokering business focused on non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and provides a range of advisory programs within the integrated New York Life structure.

Kristie Daniel is a financial advisor with \u0026PARTNERS in Saint Louis, MO, holding a Series 66 designation and 12 years of industry experience. She previously worked at Wells Fargo Advisors, LLC from 1999 to 2016 and Wells Fargo Clearing from 2016 to 2024. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, utilizing both proprietary and third-party strategies through platforms like Envestnet.

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® professional with 12 years of industry experience. He currently works at Creative Planning and previously held roles at LPL Financial, Together Credit Union, Aldrich Wealth, and Stifel Nicolaus. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, along with direct indexing and selective private market exposure.

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 Series 66 credentialed financial advisor with 14 years of industry experience. She has worked at Benjamin F. Edwards & Company, Inc. since 2024 and previously spent 13 years at Stifel Nicolaus & Company, Inc. 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 with oversight from an Investment Strategy Committee.

Michele Tanner is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. She holds a Series 66 designation and has been with Benjamin F. Edwards since 2015. 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 nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with oversight from an Investment Strategy Committee.

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.

Krisha Kozlowski is a Series 65-licensed financial advisor with Creative Planning and has three years of industry experience. Her prior roles include positions at Paradigm Financial Advisors, Wipfli, Mueller Prost PC, and Brian Toennies & Associates. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by tax-loss harvesting and selective private market exposure.

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.

Timothy Moran is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he serves as trustee of the Irma Moran 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 and educational organizations, offering a range of advisory programs and investment management solutions that combine firm-developed and third-party model strategies with periodic strategic reviews.

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.

Kirby Mack is a CFP® and Series 66 registered advisor with 13 years of industry experience. He has worked at Creative Planning, LLC since 2022 and previously spent eight years at Buckingham Asset Management, LLC. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.