Patricia Jenks is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 48 years of industry experience. She has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and investment strategies, including firm-developed and third-party models, with oversight from an Investment Strategy Committee.

Tiya Lim is a Series 65-licensed financial advisor with Creative Planning, based in St. Louis, MO, and has 15 years of industry experience. She has been with Creative Planning since 2014. Outside of her advisory role, she serves as a board member trustee for John Burroughs School, an independent high school in St. Louis. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical and tax-efficient options, supported by a broad advisory team and integrated investment infrastructure.

Jill Pietrusinski is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with First Command in various capacities since 2001. Outside of her advisory role, she serves as chair of the International Visioning Facilitation Council, a volunteer organization that supports strategic planning for Rotary Clubs globally. First Command Advisory Services is an SEC-registered investment adviser that serves 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Benjamin Norris is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2020, following prior roles at Wells Fargo Clearing Services and J.A. Glynn and Co. Benjamin is based in St. Louis, MO. 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, financial planning, and investment management consulting through a mix of firm-developed and third-party model strategies.

Bryan Sherwood is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at Cetera ADVISORS LLC and two years at Cetera. Sherwood is also the operations manager for Wealth Plan Advisors Group, a financial services business he has been involved with since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and manages assets for a range of clients including sovereign wealth funds.

David Pisarkiewicz Jr. is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in St. Louis, MO, with 7 years of industry experience. He has worked with Private Wealth Advisors at CIBC Bank USA since 2012 and with Marshall & Ilsley Trust Company since 2004. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, philanthropic advisory services, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies.

Devin Fraley is a Series 65-licensed financial advisor with eight years of industry experience, currently with MAI Capital Management, LLC since 2020. He previously worked at Greenway Family Office from 2015 to 2020. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into client relationships.

Arsene Ble is a financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services, Charles Schwab, and TD Ameritrade, among other firms. 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 and select external clients. The firm’s work spans specialized divisions focused on manager research, securities research, asset allocation, and portfolio management, offering research and model guidance without exercising investment discretion or holding custody of client assets.

Deborah Sante is a CFP®-credentialed financial advisor with 12 years of industry experience. She is currently with &Partners, LLC, where she has worked since 2023. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Archford Capital Strategies, and Benjamin F Edwards & Co. &Partners serves a diverse client base, including individual and institutional clients such as retirement plans, charitable organizations, and sovereign wealth funds. The firm combines investment advisory and brokerage services, using both proprietary models and third-party manager solutions, and offers a range of services including financial planning, ERISA consulting, and investment banking.

Dylan Schwartz is a CFP®-certified financial advisor at MAI Capital Management, LLC with five years of industry experience. He previously worked at Larson Financial Group and Wells Fargo Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, institutional clients, and trusts. The firm manages a range of strategies and offers services such as trust administration and insurance through its affiliates.

Peter Hudlow is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at Stifel Bank & Trust, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Benjamin F. Edwards & Company provides investment advice and related services to individual and institutional clients, offering both model-based and customized investment strategies. The firm combines discretionary and non-discretionary programs with ongoing due diligence and monitoring to align strategies with client objectives and risk profiles.

Timothy Elliott is a financial advisor at Empower Advisory Group with six years of industry experience. His background includes roles at LPL Financial LLC, Commerce Bank, Wells Fargo Clearing Services, and TD Ameritrade. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates, delivered through a model closely tied to Empower’s recordkeeping and administrative platforms.

Christine Clements is a financial advisor at Empower Advisory Group with one year of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at AmeriSave and various fitness studios. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Malia Baker is a CFP® professional with three years of industry experience, currently with Mariner in Brentwood, MO. Her work history includes roles at Mariner Wealth Advisors and PLNK STL. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research and third-party manager allocations to implement customized portfolios and provides integrated tax, accounting, and financial wellness services.

Jared Cernansky is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has been with Stifel Nicolaus since 2018 and previously worked at Rubicon Global (formerly WestRock) from 2016 to 2018. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Benjamin De Mond is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. His prior experience includes roles at Busey Bank and TheBank of Edwardsville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Nicholas Peker is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. His prior roles include various positions within Wells Fargo entities and a brief period at Edward Jones. Outside of his advisory work, he also engages in food delivery driving for Uber Eats and operates Peker Family Enterprises, LLC, which sells items on marketplace websites. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services using proprietary research and tools, with flexibility in how clients choose to implement recommendations.

Emir Mansfield is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Citigroup, Commerce Bank, and Wells Fargo Clearing Services. Outside of finance, he is a half-owner of M.G. Marketing, LLC, a company that provides marketing services for small brick-and-mortar businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and utilizes Wells Fargo research and tools to develop tailored client recommendations.

Blakely Hall is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following a four-year tenure at Cetera Advisor Networks. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Elizabeth Brown is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.