Regina Crook is a financial advisor at Cornerstone Wealth Management, LLC with five years of industry experience. She holds a Series 65 credential and has worked at Cornerstone since 2019, following prior roles at Fiduciary Advisors Inc. and CC Industries Inc. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored investment platforms to tailor advice based on client goals.

Timothy Flanagan is a CFP® professional with 10 years of industry experience, currently serving at Visionary Wealth Advisors, LLC. He worked at Edward Jones for six years prior to joining his current firm. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm uses model-based strategies and combines fundamental, technical, and cyclical analysis within an asset-allocation framework influenced by Modern Portfolio Theory.

Matthew Fairbairn is a CFP® professional with five years of industry experience. He is currently with Visionary Wealth Advisors, LLC and previously worked at Parkside Financial for twelve years. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory asset-allocation framework, offering both firm-designed and third-party-managed model portfolios.

David Sadler is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Outside of his advisory work, he is involved with Mallard Point Farms, LLC in St. Charles, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Milos Vranic is a financial advisor with Guardian Life in Saint Louis, MO, holding a Series 66 credential and nine years of industry experience. He previously worked at Bank of America and Merrill Lynch Pierce Fenner & Smith from 2017 to 2023. Outside of his advisory role, he is an agent for Pre-Paid Legal Services, Inc. Guardian Life’s Park Avenue® Wealth Management subsidiary offers brokerage and investment advisory services to individuals, corporations, and charitable organizations. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Jeffrey Plummer is a financial advisor with Guardian Life in Saint Louis, MO, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Guardian Life and its related entities since 2000 and is also affiliated with Park Avenue Securities. Outside of his advisory work, he serves as Co-Chair of the Advisory Board for The Dublin Christian Academy Endowment in New Hampshire. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals—including high-net-worth clients—as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, financial planning, and digital advisory solutions tailored to client needs.

Kathryn Freeman is a financial advisor with First Command Advisory Services in Town and Country, MO, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has worked with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 2011 and has also been affiliated with First State Community Bank since 2008. Freeman operates her own financial advising business, K Freeman Planning LLC, as an independent contractor. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs utilizing centrally managed model portfolios and third-party managers selected by its Investment Management Team.

Jana Gregorek is a financial advisor at Moneta Group Investment Advisors, LLC with 19 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior roles include positions at Visionary Wealth Advisors and Edward Jones. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Zachary Joiner is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Mariner and has previously worked at Spire Wealth Management, Meredith Wealth Planning, Parkside Financial, Archford Capital Strategies, and Cambridge Capital Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and employer financial wellness solutions.

Eugene Brucker III is a financial advisor at Bankers Life Advisory Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Bankers Life and its affiliated entities in various roles since 2016. Outside of advising, he serves as a unit field trainer for Bankers Life & Casualty, recruiting and training insurance agents, and he holds leadership positions as Vice President in local business networking organizations focused on professional referrals. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals, offering both wrap and non-wrap programs with access to a range of securities.

Joseph Delia is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab and Co., Inc., TD Ameritrade, and Cerner. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to tailor recommendations according to individual goals and risk tolerance.

Jerry Adzima is a financial advisor with GWN Securities Inc. in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with GWN Securities since 2009. Outside of his advisory role, he is a licensed insurance agent for life, annuity, and long-term care insurance and is involved with the Citizens Police Academy Alumni Association supporting the St. Louis County Police. He also serves as Vice President of Programs for the St. Louis Pachyderm Club, organizing speakers and occasionally filling in as president. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Avraham Roberts is a CFP® professional with three years of industry experience, currently serving as an associate advisor at Kestra Advisory. He previously worked at Bank of America and Merrill and has held roles outside finance, including as a rabbi for the nonprofit Ignite YP Inc., where he provides religious counseling and education. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, and plan-level investment advice supported by thorough due diligence. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds.

Erin Abeln is a financial advisor at Kestra Advisory with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for seven years and at Mercy for two years. Erin took a one-year break as a stay-at-home mom before joining Kestra Advisory. 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 fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving large institutional investors such as sovereign wealth funds.

Allan Curtis is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Curtis is also a licensed insurance agent who services existing policies without receiving commissions or fees. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing portfolio management, financial planning, and family office services. The firm uses a partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Daniel Parish is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at Benjamin F. Edwards & Company, Inc. since 2015, with a brief period at National Planning Corporation from 2016 to 2017. Benjamin F. Edwards & Company, Inc. 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, investment management consulting, and brokerage services, with managed solutions that combine proprietary strategies and third-party models.

Patrick Howley III is a CFP® professional with 42 years of industry experience, currently advising at Mariner. He has held prior roles at Moneta Group Investment Advisors and Mariner Wealth Advisors, among others. Outside of his advisory work, he is co-owner and inventor at PatTom Ventures LLC, focusing on product development. Mariner serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, offering comprehensive investment management, financial planning, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal management team and third-party managers, and it provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Paul Waller IV is a financial advisor at Sanctuary Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2022 before joining Sanctuary Advisors and Sanctuary Securities in 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing various analytical approaches and fiduciary practices.

Joseph Mcculloch Jr. is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners since 2019. Prior to joining Cetera Planning Partners, he worked at Bank of America and Merrill from 2014 to 2019. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach includes diversified allocations of mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Lucas Gast is a financial advisor with Moneta Group Investment Advisors, LLC, holding a Series 65 license and one year of industry experience. Prior to joining Moneta, he worked at KPMG for several years in various roles. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and specialized concierge offerings, utilizing a Partner-led team approach supported by centralized investments and a multi-criteria manager selection process.