Gorge Estevez is a CFP® professional with nine years of industry experience, currently serving at MAI Capital Management, LLC since 2020. His prior roles include positions at Greenway Family Office, KForce, Krilogy Financial, and Saxony Securities. He holds Series 63 and Series 65 registrations. 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, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Kailey Henry is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Associate Staffing. Her background includes roles outside of finance, such as working at Happy Joe's Pizza and Ice Cream. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Michael Peek is a CFP® professional with eight years of experience, currently serving at Moneta Group Investment Advisors, LLC since 2014. He is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led Team model with centralized investment support and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Derek Dolitsky is a financial advisor with Commonwealth Financial Network in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at D&B Strategic Wealth and SYNC National Logistics LLC. Outside of his advisory work, he has provided driving services for Lyft. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting advisors in implementing portfolios through both internal and external management options.

Gary Goldberg is a financial advisor at Centaurus Financial, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 1999. In addition to his advisory work, he serves as president of Financial & Tax Strategies, Inc., a company focused on financial aid and tax advisory services, and holds a board director position with the Lakeview Homeowners Association. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm employs both discretionary and non-discretionary investment management approaches, utilizing fundamental, technical, bottom-up, and top-down analyses, and offers specialized services such as retirement-plan consulting and annuity sub-account management.

William Luster is a financial advisor with TIAA-CREF in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining TIAA-CREF and Tiaa in 2023, he worked at Edward Jones for five years and spent twenty years with Kimberly-Clark Corporation. He serves on the boards of the Fathers and Families Support Center, 100 Black Men of Metropolitan St. Louis, and the St. Louis County Library Foundation. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Dustin Gaj is a financial advisor at Mariner with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Amundi Distributor US, Inc. and various PNC entities. He serves as a director on the St. Louis Planned Giving Council board and as treasurer for the local council of the St. Louis Boy Scouts. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses a discretionary, customized investment approach supported by an internal team and third-party managers, with integrated tax and accounting services and specialized operational capabilities.

Richard Stocke Jr. is a financial advisor at Oppenheimer with 29 years of industry experience. He has held his current position since 2003 and previously worked at CIBC World Markets Corp. for one year. He serves as trustee for several family trusts, including one established under his parents' estate and the Stocke Family Revocable Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Brandon Brindley is a CFP® professional with five years of industry experience, currently advising clients at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory, Charles Schwab and Co., TD Ameritrade, and several other firms. Outside of his advisory role, Brandon coaches pickleball players of varying skill levels, organizing leagues and clinics to help improve their game. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. Their approach is guided by Charles Schwab & Co.’s asset-allocation models and research, with client recommendations tailored to individual goals and risk tolerance.

John Eric Hoemeyer is a CFP® with 37 years of industry experience, currently with Independent Financial Group, LLC. His prior experience includes roles at Royal Alliance Associates, Premier Financial Partners, LPL Financial, and WS Griffith Securities. He serves as a board member for the not-for-profit New Haven Care Center. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation with active and passive investment strategies.

Kara Harmon is a CFP® professional with 21 years of experience in the financial services industry. She has been with Moneta Group Investment Advisors, LLC since 2005, currently serving as an advisor in their St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, including retirement plans and foundations. The firm employs Partner-led Teams supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and offering services such as discretionary portfolio management, financial planning, and family office support.

Aaron Ziska is a financial advisor at MAI Capital Management, LLC in St. Louis, MO, holding CFP®, CFA®, and Series 65 credentials with 11 years of industry experience. He previously worked at Greenway Family Office from 2014 to 2020 before joining MAI Capital Management in 2020. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages diverse investment strategies and offers solutions including trust administration and insurance services, with $72.3 billion in assets under management as of May 31, 2026.

Darren Washington is a financial advisor at OSAIC Institutions, Inc. with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Principal Financial Services, Eagle Strategies LLC, and New York Life. Outside of his advisory role, he serves as a board member for Washington Metropolitan, Inc., an organization focused on affordable housing in St. Louis, and participates on finance committees for Rosati-Kain Academy and The Wilson School. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.

Brandon Mallinckrodt is a CFP® professional with 17 years of industry experience. He is currently with &Partners, LLC, having joined the firm in 2024. His prior roles include positions at UBS Financial Services, Jag Capital Management, and Kennedy Capital Management. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional entities. The firm offers a range of investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis, along with both proprietary and third-party strategies.

Adam Gimbel is a financial advisor with Guardian Life in Saint Louis, MO, holding a Series 66 designation and four years of industry experience. He has worked with Guardian Life since 2022 and has prior experience at Raymond James Financial and LPL Financial. Outside of his work with Guardian, he also acts as an independent broker selling insurance products. Guardian Life’s Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party advisory solutions.

Larisa Sharockman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has held positions at several major firms, including Wells Fargo Advisors, Charles Schwab, and Fidelity. Outside of her advisory role, she provides weekend care for her mother, assisting with daily activities. Citigroup Global Markets serves a wide range of individual and institutional clients, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and provides bespoke solutions for high-net-worth clients.

Edward Walter is a CFP® professional with 27 years of experience in the financial services industry. He currently works at Benjamin F. Edwards & Company, Inc. and has prior experience at Knights of Columbus Asset Advisors, U.S. Bank, 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 offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, investment management, and retirement plan consulting.

Peter Mackie is a financial advisor at Sanctuary Advisors, LLC with 22 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Wells Fargo Clearing. Outside of his advisory work, Mackie serves as Treasurer on the board of the John W. Barriger III National Railroad Library, a significant railroad history collection. 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. The firm supports over 400 independent investment adviser representatives who manage portfolios using various strategies and platforms, offering both discretionary and non-discretionary account management.

Richard Fitzer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been associated with Triad Financial Group and Commonwealth Financial Network since 2013. Additionally, he serves as Vice President and Co-Owner of L&F Group, Inc., a private entity engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Leland Kraus is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Kraus holds Series 63 and Series 66 licenses and is based in Saint Louis, MO. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to deliver tailored recommendations. The firm is affiliated with Charles Schwab & Co. and serves clients through a high-touch approach that involves annual reviews and guidance on a range of investment options.