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.

Anthony Guerrerio is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Wedgewood Partners, Inc. for 35 years and spent three years at Litman Gregory Wealth Management, where he is currently involved in transitioning advisory business following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private assets, combines asset-allocation modeling with third-party independent managers, and offers proprietary private funds alongside comprehensive reporting and analytics.

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.

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.

Jackson Lessmann is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses. His work history includes multiple roles within First Command’s affiliated entities and prior experience at Advisor Seekers and two academic institutions. First Command Advisory Services is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with a particular emphasis 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 Management Team and Wealth Portfolio Managers.

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.

Cheryl Frazier is a financial advisor at PNC Wealth Management with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including Northwestern Mutual Wealth Management Company and Gerard Hempstead. PNC Wealth Management provides retail brokerage and advisory services through model-based programs. Their Portfolio Solutions Strategist Digital Offering is an online, discretionary model account available by invitation to employees with existing PNC Bank online credentials, utilizing algorithm-driven risk assessment and model portfolios managed by PNC or third-party strategists.

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.

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.

Brian McGraw is a financial advisor with Hightower Advisors, holding a Series 66 designation and 14 years of industry experience. He previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. from 2012 to 2021 before joining Hightower in 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, using a range of investment vehicles and proprietary research to support portfolio construction and risk management.

Mary Ruddy is a financial advisor with Empower Advisory Group in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with GWFS Equities / Great-West Life & Annu-Ins Co since 2007. Outside of her advisory role, she has worked as a sales clerk selling jewelry at JCPenney. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates within an integrated platform tied to Empower’s recordkeeping and administrative services.

Sharon Young is a financial advisor with Oppenheimer, holding a Series 66 designation and 15 years of industry experience. She has been with Oppenheimer since 2013 and previously worked at Wells Fargo Clearing in 2012. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment and advisory programs with both discretionary and non-discretionary services, including equity, balanced, and fixed-income portfolios, as well as consulting and retirement planning.