Megan Shroff is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Northwestern Mutual, Hy-Vee, Stratman Sports, and the University of Missouri. Outside of her advisory role, Shroff coaches volleyball for the 314 Volleyball Club in St. Louis. Benjamin F. Edwards & Company is a registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies overseen by an Investment Strategy Committee and supported by an internal trading desk.

Jasmine Adams is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. Outside of her advisory role, she works independently as an Instacart shopper. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Linda Richards is a financial advisor at Oppenheimer with eight years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Edward Jones. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an emphasis on strategic asset allocation, manager selection, and a range of investment strategies, operating both discretionary and non-discretionary programs.

Bret Martin is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Benjamin F. Edwards since 2011. The firm serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations through various financial planning and investment management services. Benjamin F. Edwards offers consolidated discretionary and non-discretionary wrap programs utilizing a range of strategies managed by the firm, its advisors, and third-party managers, supported by an Investment Strategy Committee.

Greg Thornton is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He holds the Series 63 designation and has worked at Benjamin F. Edwards since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management through a range of strategies monitored by an Investment Strategy Committee.

Selmir Avdic is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund.

Denanne Heil is a financial advisor at Oppenheimer with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. She is based in Edwardsville, Illinois. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, combining strategic and tactical asset allocation with various investment strategies and financial planning.

Benjamin Edwards is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Benjamin F. Edwards in 2023, he worked at Goldman Sachs and Neuberger Berman. He serves as a board director for Benjamin Edwards, Inc. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of investment management services through consolidated wrap programs that utilize strategies managed internally and by third parties, supported by an internal trading desk and a robust investment oversight process.

Brian Lich is a financial advisor with Money Concepts Capital Corp in Eureka, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has worked at Money Concepts since 2010. Outside of his advisory role, Lich is involved in health and Medicare insurance sales and serves as a benefits consultant through Wealth Concepts Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Richard Levey is a financial advisor at Oppenheimer with 58 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. He also serves as a trustee of several family-related trusts. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Deborah Rahn is a CFP® professional with two years of industry experience, currently advising clients at Moneta Group Investment Advisors, LLC. She previously worked at Regions Bank for ten years. Based in St. Louis, MO, her background combines banking and financial planning. 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 research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

James Mealey II is a CFP® certificant with 18 years of experience in the financial industry. He has been with Moneta Group Investment Advisors in various capacities since 2005, currently serving at Moneta Group Investment Advisors, LLC since 2016. Based in St. Louis, MO, he holds the Series 63 license. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led team approach and a multi-criteria selection process emphasizing asset allocation and manager due diligence, supported by proprietary multi-strategy vehicles and affiliations with other registered advisers.

Jacob Stansfield is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services since 2018, as well as at several other firms including Triskele Financial, which he part-owns. He is also involved as an insurance agent specializing in life, annuities, and health-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Nicholas Filla is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He has worked at Citigroup since 2021 and has held roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he is involved with the Missouri Rush Soccer Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

James Obrien is a financial advisor with Money Concepts Capital Corp, holding Series 66 and Series 63 licenses and bringing 29 years of industry experience. He has worked at Money Concepts Capital Corp since 1996 and previously operated James T. O'Brien CPA from 1991 to 2019. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a large network of advisors and employs model-driven, asset-allocation approaches with a range of discretionary and non-discretionary programs.

Benjamin Burkemper is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, he worked for U.S. Bancorp Investments, Inc. and U.S. Bank from 2012 to 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment advisory services through fee-based wrap programs and a variety of managed strategies, supported by several hundred advisors and tens of billions in assets under management.

Craig Venard is a financial advisor with Independent Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 65 licenses with 41 years of industry experience. He previously worked at OSAIC for 21 years before joining his current firm. Outside of his advisory role, Venard conducts occasional leadership and communication training seminars and serves on the advisory board of Restore St. Louis, a nonprofit focused on inner-city services. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a range of in-house and third-party portfolio models delivered through various platforms and custodians.

Bradley Graham is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 66 license, and has 21 years of industry experience. He previously worked at Royal Alliance for 12 years before joining Commonwealth and Triad Financial Group in 2024. Graham is also the owner of BDGraham, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and practice-management services, enabling advisors to offer customized investment solutions under Commonwealth’s supervision.

Adam Shea is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 20 years of industry experience. He has worked with Bankers Life Securities, Inc., ProEquities, Inc., and Bankers Life & Casualty since 2010. Outside of advisory work, he manages a team of agents and is involved in hiring and training, as well as supporting insurance product sales including Medicare Supplement and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Mark Heffernan 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, based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional and developing athletes.