Elvedin Dedic is a financial advisor with Empower Advisory Group, holding a Series 66 designation and three years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing Services and Bank of America. Outside of his advisory role, he also works as a rideshare driver for both Uber and Lyft. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s investment approach focuses on long-term portfolio returns and integrates tightly with Empower’s administrative platforms.

Rachelle Seals is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services and Edward Jones. 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 provides a range of advisory and brokerage services, including wrap-fee programs, financial planning, investment management consulting, and insurance products.

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.

Andrew Turnquist is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Benjamin F. Edwards, he worked at TD Ameritrade and Central Bank of Boone County. Outside of financial services, he was involved with Slacker's CD's and Games for seven 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 more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement consulting, investment management, brokerage services, and certain M&A advisory services.

Patrick Howley IV is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Mariner and has worked in various roles there since 2018, including prior experience outside the financial sector at Sweet Basil and Springfield Parking Co. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions that are uncommon for firms of its enterprise scale.

Katelyn Stevens is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. She holds a Series 66 designation and has worked at Benjamin F. Edwards & Co since 2015, following four years at Edward Jones. 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, and investment management consulting, utilizing both proprietary and third-party investment strategies.

Wayne Rector is a financial advisor with Eagle Strategies (New York Life) based in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include work at Blueprint for Wealth LLC and Precision Wealth Strategies LLC, and he is also involved with Precision Healthcare LLC. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing the majority of its assets on a non-discretionary basis within a New York Life affiliate framework.

Leanne Wilhelm is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. Before joining Mariner, she held positions in the hospitality sector at Four Seasons Hotel and Resorts, The Crescent Hotel, and TownePlace Suites. Mariner serves a broad range of clients, including high-net-worth 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 an investment committee and combines in-house research with third-party managers and platforms.

Audrey Moran is a financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Clearing Services, Us Tech Solutions, Sanford Health, and Ulta Beauty. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm delivers model portfolios and allocation advice through a team-based research approach integrated with banking fiduciary and trust divisions.

Kristie Daniel is a financial advisor at &PARTNERS in Saint Louis, MO, with 12 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including high-net-worth individuals, institutional clients, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, with services delivered through both in-house advisors and third-party managers.

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.

Jacinda Torre is a financial advisor at Creative Planning with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Creative Planning since 2009. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering various institutional and retirement plan services.

Robert Daniel is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 10 years of industry experience, all with his current 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. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

Thomas Gilbers is a CFP® with 13 years of experience in the financial services industry. He is currently with Creative Planning, LLC and has previously worked at firms including Aldrich Wealth LP and Stifel Nicolaus. Gilbers holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, individually managed portfolios, and private market investments.

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.

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.

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.