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.

Anthony Frazzetta is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra in 2025, he worked at Larson Financial Group from 2018 to 2025 and American Equity Mortgage from 2014 to 2018. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including vendor searches, plan design and compliance, fiduciary consulting, plan-level investment advice, and pooled employer plan solutions, managing approximately $79.8 billion in assets.

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.

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.

John O’Shea is a financial advisor with Concurrent Investment Advisors, LLC in St. Louis, MO, holding Series 65 and Series 66 credentials and six years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and TIAA CREF. He serves as sole trustee for an unrelated incapacitated individual, a role he has held since 2015. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

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.

Kirk Tebo is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked with Principal Financial Services since 2016 and has been with Principal Life Insurance since 1999. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Krisha Kozlowski is a Series 65-licensed financial advisor with Creative Planning and has three years of industry experience. Her prior roles include positions at Paradigm Financial Advisors, Wipfli, Mueller Prost PC, and Brian Toennies & Associates. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by tax-loss harvesting and selective private market exposure.

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.

Jason Siedle is a financial advisor at Beacon Pointe Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Litman Gregory Wealth Management and Wedgewood Partners, Inc. He is involved in transitioning an advisory business following an acquisition. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm utilizes a combination of active and passive strategies, employs third-party independent managers selected through due diligence, and offers proprietary private funds and a continuously offered interval fund.

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.

Timothy Moran is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he serves as trustee of the Irma Moran Irrevocable Trust. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves 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 a range of services including financial planning, investment management, retirement plan consulting, and brokerage services, using a combination of proprietary strategies and third-party model portfolios.

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.

Mark Cereghino is a financial advisor with Eagle Strategies (NY Life) in Saint Louis, MO, holding a Series 63 designation and over 43 years of experience in the industry. His career includes long-term roles at Marco Financial, LLC and New York Life Insurance Co. Beyond his advisory work, he serves as Chairperson of the local public TV station KETC, sings in an a cappella vocal jazz group, and holds leadership roles in nonprofit organizations promoting ballroom dancing and supporting the St. Louis Symphony. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Pamela Lent is a CFA® charterholder with 25 years of industry experience. She is currently with CIBC Private Wealth Advisors, Inc., where she has worked since 2019, following 13 years at Lowenhaupt Global Advisors, LLC. Pamela holds Series 63 and Series 65 licenses and is based in St. Louis, MO. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with governance committees to deliver customized portfolio management, financial planning, and family office services, managing approximately $67.8 billion in assets.