Alexander Faught is a CFP®, CFA®, and Series 66 certified financial advisor with 12 years of industry experience. He has worked at Moneta Group Investment Advisors, Inc. from 2019 to 2023, and continues with Moneta Group Investment Advisors, LLC since 2023. Prior to joining Moneta, he spent six years at Edward Jones. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and concierge services. The firm employs a Partner-led team structure and an open-architecture, multi-criteria investment selection process that includes ongoing due diligence and proprietary multi-strategy funds.

Linda Pietroburgo is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2005. 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 uses partner-led teams supported by a centralized investment department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Justin Dulle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Northwestern Mutual and DoorDash. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and periodic rebalancing, and offers a range of financial planning, asset management, and specialized retirement plan consulting services.

Thomas Gilliam Jr. is a CFP® professional with 27 years of industry experience, currently serving at Ameritas Advisory Services, LLC. He has been associated with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006, and with Carillon Group Inc since 1999. In addition to his advisory role, he is a licensed independent insurance agent authorized to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of portfolio strategies and third-party platforms while maintaining a corporate structure that integrates affiliated broker-dealer, investment, and insurance entities.

Luke Hertzler is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has two years of industry experience, including prior roles at AssetMark and Financial Legacy Associates. In addition to his advisory work, he serves as an Operations Specialist at Hertzler Wealth Management, assisting with scheduling and client service duties. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm supports various plan sponsor needs, offers fiduciary consulting, and manages a broad platform of third-party investment solutions, serving clients that include large institutional investors and sovereign wealth funds.

Dylan Schwartz is a CFP®-certified financial advisor at MAI Capital Management, LLC with five years of industry experience. He previously worked at Larson Financial Group and Wells Fargo Advisors. 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, institutional clients, and trusts. The firm manages a range of strategies and offers services such as trust administration and insurance through its affiliates.

Joseph Riley is a CFA® charterholder with 19 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2019 and previously worked at Stern Brothers & Co. from 2011 to 2018. He is based in Creve Coeur, MO. 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 more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

Malia Baker is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Mariner, with four years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and also has experience with PLNK STL, Red Robin, and Splash. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios overseen by an investment committee and combines in-house research with third-party managers across a broad range of asset classes and strategies.

Nathaniel Kane is a financial advisor at Stifel with Series 66 credentials and three years of industry experience. His work history includes multiple roles at Stifel and its affiliates, as well as positions at the University of Missouri and State Farm. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach employs proprietary methodologies developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Grant Trower is a financial advisor at Charles Schwab with 10 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2019, and previously at UBS Financial Services and Wells Fargo Clearing. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program. The firm’s investment approach combines non-discretionary advisory relationships with discretionary separately managed accounts and utilizes multi-asset model portfolios and due diligence on alternative investments.

Holly Harris is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. The firm serves more than four million individual and institutional clients and offers a range of wealth management services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Thomas Sullivan IV is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has six years of industry experience, including prior roles at The O.N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory work, he is an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals managing a multi-billion dollar asset base and provides access to multiple platform solutions and proprietary model strategies.

Kyle Ortmann is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, Ortmann is involved in sales of life settlements and works as an insurance agent offering various life and disability products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charities, and employers. The firm provides ongoing financial planning and asset management services using firm-approved tools and offers educational seminars alongside specialized planning programs.

Glennon Arnold is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., Securities Service Network, Inc., and Signator Investors, Inc. Outside of his advisory role, Arnold is involved in term life insurance sales through Millenia Investments. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, consolidation activity, and complex affiliate network.

Daniel Lynch is a financial advisor with Charles Schwab & Co., Inc. based in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade for five years and SCOTTRADE for one year. Outside of his advisory role, Lynch referees grade school basketball games at his former school and church. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options alongside brokerage, custody, and cash-sweep services.

Aaron Ungerer is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2006. He is a member of the Reynolds Ungerer Wealth Management Group and specializes in serving clients such as physicians, attorneys, senior executives, retirees, and other accomplished individuals and their families both locally and nationwide. Aaron focuses on helping clients meet their specified financial goals using goals-based wealth management and retirement strategies, emphasizing clear explanations for each recommendation. He collaborates closely with clients' CPAs and attorneys to align tax minimization and estate planning strategies, recognizing the importance of integrated financial planning. His expertise encompasses areas including college education planning, family wealth management strategies, employee financial health, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. Aaron holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation. He earned a Bachelor's degree from the University of Florida and a Master's degree from the University of Missouri System. Outside of his professional work, Aaron enjoys biking, cooking, fishing, football, gardening, hiking, pickleball, skiing, spending time with his family, and traveling.

Kerry Auer is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2002. He holds Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Ethan Bailey is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Commerce Bank, Central Trust Company, and Delaware North. Fidelity’s Strategic Advisers LLC, where Bailey is based, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and holds distinctive registrations such as CFTC commodity pool operator status.

Jason Murray is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Wells Fargo, Edward Jones, and U.S. Bank. Outside of his advisory role, he is involved in market research through Murray Hill National. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, wrap and model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.