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.

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.

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.

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.

Pamela Lent is a CFA® charterholder with 24 years of industry experience. She is currently with CIBC Private Wealth Advisors, Inc., where she has worked since 2019, following a 13-year tenure at Lowenhaupt Global Advisors, LLC. She holds Series 63 and Series 65 licenses. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines proprietary offerings and external managers to deliver customized portfolios and also manages assets for investment companies, supported by internal investment teams and governance committees.

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.

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.

Mohammad Abouchleih is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 65 designation and has previously worked at Wells Fargo Advisors and 1-800 Radiator & A/C, as well as at the University of Central Missouri. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research.

Jeffrey Rainwater is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Mariner Wealth Advisors since 2016 and serves as Treasurer for the Greater St Louis Area Council, Boy Scouts of America. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

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.

Richard Stone is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2012. The firm is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. Benjamin F. Edwards offers a variety of advisory programs and employs a mix of firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.

Michael Fallert is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 credential and has worked previously at Wm. Nobbe & Co. and Sabreliner Aviation. Outside of advising, he is the owner of a small retail business, Show-Me Shop, which is managed by his wife. 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, delivering investment management through a centralized team and Wealth Portfolio Managers using prescreened managers and model portfolios.

Debra Light is a financial advisor at Mariner with 30 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Mariner Wealth Advisors since 2016. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, implementing customized portfolios through a combination of in-house research and third-party managers.

Luke Hagerty is a financial advisor with Mariner Wealth Advisors holding a Series 65 designation and three years of industry experience. His prior roles include positions at Forward Through Ferguson and educational institutions such as Chicago Jesuit Academy and Loyola Academy of St Louis. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines discretionary, customized portfolios with in-house research and third-party managers, while providing integrated tax, accounting, and family office services uncommon at its enterprise scale.

Theodore Chibnall is a financial advisor at Kestra Advisory Services with 40 years of industry experience. He holds CFP® and Series 63 credentials and has held prior positions at Cetera and Prosperity Network, Inc. He is also involved as the Association Membership Director for the Financial Planning Association. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and uses multiple management platforms while serving clients ranging from individual investors to sovereign wealth funds.

Leann Trampe is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, Stifel Nicolaus & Co Inc, and Scottrade. Prior to her financial services career, she was employed at Aviston Elementary. 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 that include both firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

Quinten Spivey IV is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. He has been with Benjamin F. Edwards since 2012 and holds the Series 63 and Series 66 credentials. 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 solutions.