Nicholas Nellesen is a financial advisor with CIBC Private Wealth Advisors, Inc. in St. Louis, MO. He holds the Series 63 and Series 65 designations and has two years of industry experience. Prior to joining CIBC Private Wealth Advisors in 2025, he worked at Northwestern Mutual Investment Services LLC and Gerard Hempstead. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm offers customized portfolio management and financial planning supported by an internal investment team and governance committees, managing approximately $67.8 billion in assets with a focus on both proprietary and external strategies.

Zachary Ungerott is a financial advisor with Hightower Advisors in Brentwood, MO, holding a Series 66 designation and 11 years of industry experience. He has worked at HighTower Securities, LLC since 2017 and previously held positions at RFG Advisory Group, LLC, LPL Financial, LLC, and Stifel. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Gregory Dow is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Mariner and Msec, LLC, having previously worked at BMO Asset Management Corp., Foreside Financial Services, and Henderson Global Investors. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and administrative family office capabilities.

Daniel O'very is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri, where he has worked since 2013. He has 21 years of industry experience. Outside of his advisory role, he serves as a trustee for a homeowners association and is involved in youth and junior ice hockey officiating and development through USA Hockey and the Missouri Ice Hockey Officials Association. 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 advisory and brokerage services, including wrap-fee programs, financial planning, retirement plan consulting, and investment management with both proprietary and third-party strategies.

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.

Connor Dunlop is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Mariner and has prior experience at Benjamin F. Edwards Wealth Management, LLC and Benjamin F Edwards & Co. Outside of his advisory work, he serves as an assistant coach for the St. Louis Blues AAA youth hockey team. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and administrative CFO services.

Kirk Pacatte is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2026. His prior experience includes roles at Wells Fargo Clearing, Kestra Investment Services, Spectrum Financial, OSAIC, and M Financial Services. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations through a network of over 500 advisors. The firm provides a range of services including managed solutions, financial planning, retirement consulting, brokerage, insurance products, and certain M&A advisory services.

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.

Jeffrey Harris is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and has prior experience working at firms including Anders CPAs + Advisors and GFI Digital Inc. Outside of his financial advisory role, he 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, using a centralized Investment Management Team to select and monitor portfolios.

Paul Fagyal is a CFP® with nine years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC in St. Louis, MO. His prior roles include positions at Edward Jones, Bank of America Private Bank, and Stifel Nicolaus & Co Inc. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment process combining passive and active management with oversight from an internal Investment Committee and offers a range of implementation tools and services through a large advisor network.

Kevin Phillips is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. He began his advisory career in 2026 and has prior experience serving in the U.S. Air Force from 2014 to the present. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor investment options within defined program constraints.

Joseph Buffa is a financial advisor at Wells Fargo Investment Institute, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo-affiliated firms since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that offers manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm’s team-based approach combines qualitative and quantitative analysis to deliver model portfolios and strategic investment insights used across affiliated entities.

Carla Munton is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri, holding a Series 66 designation and 23 years of industry experience. She has been with Benjamin F. Edwards & Co since 2011. 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, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Peter McCarthy is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He holds Series 63 and Series 66 designations and has 24 years of industry experience, including 16 years with Benjamin F. Edwards. Outside of his advisory role, he serves as an alternate member of the City of Town and Country Board of Adjustment and is a trustee for the Fordyce Manor Drive Subdivision homeowners association. 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 corporations. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage, utilizing both proprietary strategies and third-party models.

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 Clearing. She is also an owner and landlord of real estate in Washington, DC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations, offering comprehensive investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Ann Mclaughlin is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding a Series 66 designation with 15 years of industry experience. She has been with Benjamin F. Edwards & Co since 2009. Outside of her advisory role, she serves as Treasurer for the Brandenberg Estates Homeowners Association. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory services.

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 for nine years. Anderson is based in Saint Louis, MO. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and municipal advisory services, using a combination of fundamental, technical, and quantitative analysis supported by both proprietary and third-party strategies.

Joann Jolly is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and 21 years of industry experience. Her previous roles include positions at Wells Fargo Clearing, US Bank, Charles Schwab, and AITX. She is based in Saint Louis, MO. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies.

Nicholas Frigerio is a CFP®-certified financial advisor with 11 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He has been with Benjamin F. Edwards & Co since 2011, totaling 15 years at the firm. 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 provides a range of services including wrap-fee advisory programs, financial planning, investment management, and retirement plan consulting, utilizing proprietary and third-party strategies with both discretionary and non-discretionary managed solutions.

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.