Sally Davis is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 24 years of industry experience. Her career includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. prior to joining Benjamin F. Edwards in 2012. 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 advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary strategies and third-party models, with an internal trading desk and a combination of custody and clearance services.

Haider Yousif is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones, TD Ameritrade, and Charles Schwab. Yousif also serves as a FINRA arbitrator on a voluntary basis, participating in panels that address financial disputes. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance focuses on asset allocation and investment selection using Charles Schwab’s proprietary models and research tools, with trades conducted only upon client authorization.

Sandra Pourcillie is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2016. She previously worked at Ascent Investment Partners, LLC for eight years. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing 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 offers integrated tax, accounting, and financial wellness solutions uncommon among large advisory enterprises.

Blake Steele is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Edward Jones from 2014 to 2016. Based in St. Louis, MO, Steele serves clients as part of a larger team at Creative Planning. 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, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Thomas Cordes is a CFA® charterholder with 27 years of industry experience. He is currently with &Partners, where he has worked since 2024, and previously spent 11 years at UBS Financial Services. Outside of his advisory role, he is involved in managing a rental property business through an LLC he owns. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies, providing both discretionary and non-discretionary portfolio management.

Clayton Meyer is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior work includes roles at Parkside Financial Bank and Trust and Edward Jones. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside administrative family office capabilities.

Jacob Mercer is a financial advisor at Mariner Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Financial Engines Advisors L.L.C., Edelman Financial Services, EF Legacy Securities, and Fidelity. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

John Kafer is a financial advisor with First Command Advisory Services in O'Fallon, Illinois, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with First Command Financial Services and related entities since 2012. Outside of advising, he serves on the finance committee of the non-profit Airlift Tanker Association, assisting with budgeting and spending plans. First Command Advisory Services is an SEC-registered firm 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 through a centralized investment team that selects and monitors model portfolios and third-party managers.

Scott Szymula is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Financial Engines Advisors L.L.C., Severin Investments LLC, Wells Fargo Advisors, and Edward Jones. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm utilizes a variety of investment strategies and provides tax and financial administration services through an affiliated accounting subsidiary.

Laura Slawski is a CFP® and Series 65 credentialed advisor with 10 years of experience in the financial industry. She currently works at Hightower Advisors and previously held positions at Matter Family Office and Moneta Group LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing multi-manager solutions and proprietary research.

Elliot Rybak is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes over a decade at Bank of America and advisory roles at The Chamberlin Group and C2P Capital Advisory Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model using a range of investment strategies and technology platforms, with access to proprietary and third-party managed account solutions.

Stephen Wagner is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at UBS Financial Services, JPMorgan Securities, JPMorgan Chase Bank, and Moneta Group Investment Advisors. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm combines customized discretionary portfolios with in-house research and access to third-party managers, offering integrated tax and accounting services alongside traditional portfolio management.

Joshua Pauli is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Benjamin F. Edwards, U.S. Bank, U.S. Bancorp Investments, Inc., and TD Ameritrade. Prior to his financial services career, he was involved with Vac It All Services Inc and Assaypro LLC. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerance.

Charles Saenger is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Benjamin F. Edwards since 2025 and previously spent ten years at L.M. Kohn & Company. Outside of his advisory role, he serves as CFO of a farming operation in Arkansas through Sadac, Inc. 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 services including wrap-fee programs, financial planning, and managed solutions that combine proprietary strategies and third-party models.

Joshua Erni is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He previously worked at Edward Jones for 20 years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations through more than 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services utilizing both proprietary strategies and third-party models.

Luca Vujovic is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Mariner. Before joining Mariner in 2018, he worked at Summit Strategies Group for one year. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external management and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

James Phelps is a financial advisor at &Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Saxony Capital Management, Saxony Securities, and Scottrade. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary approaches.

Jeffrey Luechtefeld is a financial advisor at Benjamin F. Edwards & Company, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns drive-thru coffee kiosks in Owensboro, Kentucky. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of advisory, brokerage, insurance, and M&A services through over 500 advisors.

Omar Qureshi is a financial advisor with Hightower Advisors, holding a Series 66 designation and 25 years of industry experience. He has worked at Hightower Advisors and its affiliated broker-dealer since 2017, following prior roles at V Wealth Advisors and LPL Financial. Outside of his advisory work, Qureshi serves as the Board Chair Member for Villa Duchense & Oak Hill School, participating in the schools' finance committee in a volunteer capacity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a broad array of portfolio management and consulting services tailored to various client needs.

Edward O'Neal is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He holds the Series 66 designation and has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he is an owner of rental property in the St. Louis area. 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 over 500 advisors. The firm offers wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.