Nathaniel Laupp is a financial advisor with Eagle Strategies (NY Life) in Creve Coeur, MO, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Modern Wealth Solutions and Ferguson Financial Group LLC. Outside of his advisory work, Laupp serves on the board of the Focus Marines Foundation, which supports veterans coping with emotional wounds, and he is president and a player for the nonprofit hockey organization St. Louis Blues Warriors. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Christopher Foster is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Finra, U.S. Bancorp Investments, and Scottrade. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad 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 model strategies and portfolios reviewed periodically by an Investment Strategy Committee.

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 experience in the financial industry. He currently works at Schwab Wealth Advisory and has prior experience at Charles Schwab and Co., Inc., TD Ameritrade, and Cerner. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

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.

Neal Furlong is a financial advisor at Hightower Advisors with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including LPL Financial and V Wealth Management. He serves as a board member of the Ladue Education Foundation, where he participates in grant voting and organizing the Alumni Committee golf tournament. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

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.

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.

Michael Wright is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at The Colony Group, LLC since 2012 and briefly at Mintz Levin Financial Advisors LLC. He is based in St. Louis, MO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement consulting. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies within an enhanced open architecture framework.

Demos Argyros is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. for 22 years. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Patrick Howley III is a CFP® with 42 years of industry experience, currently serving as a senior wealth advisor at Mariner Wealth Advisors since 2015. He is also co-owner and inventor at PatTom Ventures LLC, a non-investment related business focused on product development. Mariner serves a broad client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services unique 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 has worked at Sanctuary Advisors and Sanctuary Securities since 2022. His prior experience includes six years at Wells Fargo Clearing and eight years at Wells Fargo Advisors LLC. 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 employ various investment strategies and offers portfolio management, retirement plan consulting, and third-party managed account solutions.

Joseph Sell is a financial advisor with Oppenheimer in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior work includes six years at Edward Jones and seventeen years at Select Marketing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Melinda Mitchell is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Moneta since 2019, following roles at BJC Healthcare and NISA Investment Advisors. Outside of her advisory work, she is involved with Momentum Cycles, a non-investment-related business. 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 provides diversified, multi-asset allocations with ongoing monitoring, as well as specialized services including trustee support through an affiliated trust company.

Conner Harrison is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. Prior to joining Moneta Group in 2024, he worked at Marcum LLP and Rubinbrown LLP for a combined six years. Outside of his advisory role, he established Conner Daley CPA LLC, an accounting firm offering tax and basis accounting services to individuals and small businesses. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Kevin Hannibal is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes seven years at Stifel Nicolaus & Co and a brief tenure at Groundwork Mortgage. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Ally Kell is a CFP® with nine years of experience in the financial services industry, currently an advisor at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2024, she worked at UBS Financial Services, Bank of America, Merrill, and Wells Fargo Clearing Services. She serves on the advisory board of the Affinia Healthcare Foundation and holds leadership roles with the Spirit of St. Louis Women's Fund, including President starting in 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with centralized investment due diligence and utilizes a multi-criteria, open-architecture process for manager selection.

Lucas Glass is a financial advisor at &Partners with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with &Partners since 2023. &Partners serves a diverse clientele including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, employing a range of fundamental, technical, and quantitative strategies with oversight through platform-based and third-party manager options.

Joseph Cantalin is a CFP® professional with 41 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a brief retirement in 2021-2022. 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 a range of fee-based wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies managed internally and by third parties.

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.